Start with Gmail: Difference between revisions
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Open Gmail and find the ''' | Open Gmail and find the '''Sage CRM Connector''' sidebar on the right side of your screen. | ||
First time you will need to [[Gmail Add Connection|Add | First time you will need to [[Gmail Add Connection|Gmail Add Connection]] | ||
Clicking on an email will trigger the system to check for a match in the | Clicking on an email will trigger the system to check for a match in the Sage CRM data | ||
If a match is found the summary will display | If a match is found the summary will display | ||
[[File: | [[File:Untitled_design_%2815%29.png]] | ||
You can then Save the Email as an Activity against the entity. | You can then Save the Email as an Activity against the entity. | ||
[[File: | [[File:Screenshot_2026-06-25_115950.png]] | ||
Revision as of 11:35, 26 June 2026
Get Started in Google Mail
Before configuring the connector, ensure you have the sidebar extension enabled in your Gmail workspace.
Open Gmail and find the Sage CRM Connector sidebar on the right side of your screen.
First time you will need to Gmail Add Connection
Clicking on an email will trigger the system to check for a match in the Sage CRM data
If a match is found the summary will display
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You can then Save the Email as an Activity against the entity.
When there is no match found the system will Prompt to create a new "Account".
Default values like the Account name, Contact Name and Email will be filled in.
Notes
When you have an email open and attempt to browse an unrelated record, the system will prompt you to view that specific record instead. To freely browse other records, you must first close the currently opened email. However, if you are looking to find matches specifically for the email you are working on, simply click View when prompted. File:Imagea.png
