When you click on an email thread, information related to the associated email address will show up in the add-on side panel. You can start managing your email contacts when the add-on has been successfully added. You will be asked to log in to your Pipedrive account if it's the first time using the add-on. When the add-on has been installed, you will see it in your Gmail Sidebar. Once you click on Install, you will be prompted to give permission to Pipedrive to access your Google Account and start installing the app. You can also click on the Get add-ons button on the right side of your mailbox and search for the Pipedrive add-on from there. To get started, head over to the Google Workplace Marketplace and search for the add-on called "Pipedrive CRM". You can also add new contacts, create new deals, and add and complete activities and have them automatically populate your Pipedrive account. If you use Gmail to manage your customer conversations and often find yourself switching between your Gmail and Pipedrive tabs, adding the Pipedrive Gmail add-on to your workflow can help you save time by allowing you to seamlessly track and update Pipedrive data directly in Gmail.ĭisplaying in the side panel of your Gmail tab, the Pipedrive Gmail add-on adds valuable sales context to your emails by giving you a quick overview of the ongoing deals and activities you have with a contact person.
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