Originally launched in January 2021, this feature may have sneaked past you! The multi-tenant MAXIMIZERCRM platform now has an add-on to integrate with your Gmail to help you manage and track your conversations by saving email interactions to your MAXIMIZERCRM Contacts or Leads. In this blog, we will show you how to use MAXIMIZERCRM’s Gmail integration.
Save Emails and Manage Records in your MAXIMIZERCRM Database
Create new records, update existing records and save emails for the following records, directly from Gmail:
- Customer Service Cases
Additionally, create follow-up Tasks from Gmail.
Gmail Integration Video Tutorials
Watch the following videos from Maximizer CRM’s YouTube channel for more information:
Installing the MAXIMIZERCRM Add-On for Gmail
As soon as you are ready to install this app, go to the Google Workspace Marketplace using the link to the MAXIMIZERCRM for Gmail listing.
Getting Started Guide
Read the MAXIMIZERCRM Getting Started Guide for Gmail Integrations 2021 for detailed instructions on how to get started.
You can also get directly in touch with us to learn more about how to use MAXIMIZERCRM’s Gmail Integration: