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3- Any modifications to Google Contacts will also be made in Sales CRM
Use Cases
Gmail Part 1: Email Activities
What is it
Gmail is the email service provided by Google.
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You will be able to see other people’s emails that have been linked to Sales CRM - even if you have not connected your account (however, in this case, you will not be able to send emails yourself)
You will be able to see the last 50 activities in all tabs
If you send an email with Sales CRM, you will be able to track when someone opens up an email.
Gmail Part 2: Inbox
Sales CRM also uses your linked gmail for its inbox functionality. This means that each user will be able to connect their personal Gmail account to the inbox.
The idea is for users to have a personal segment through the inbox functionality and a way to connect information from this segment to the team’s pipeline so that the most recent information can be made accessible.
Accessing the inbox functionality
After connecting your Gmail account (from the Integration section of Sales CRM), you will now be able to access your personal inbox directly in Jira through the email icon on the side panel of Sales CRM.
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You can use the inbox feature to read and send emails directly from Jira - just as you would with your gmail account.
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Another thing that you can do is to associate an email to an existing Deal/Contact/Account in order to track the client interactions done through that email thread (email sent, replies, forwards, etc.). Once logged, these interactions will be associated to the proper element (Deal/Contact/Account) for you and your team to re-explore. You can do so after clicking on an email of interest an clicking on the “Log email” button that shows on the side panel.
You are also able to create deals from the inbox based on the email you wish to associate. (At this time, it does not also automatically log the email as an interaction). You can do so after clicking on an email of interest an clicking on the “Create Deal” button that shows on the side panel.
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From an email, you are also able to add contacts to your Sales CRM based on the email recipients. You can do so after clicking on an email of interest an clicking on the “+” button that shows on the side panel next to the recipients' emails.
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The aim with this new inbox functionality is to help remove context switching, and make it easier to add more interaction points in Sales CRM
Google Calendar
What is it
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