Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email
MaximizerCRM Gmail Integration - Avrion

How to use MAXIMIZERCRM’s Gmail Integration

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:

  • Companies
  • Individuals
  • Contacts
  • Leads
  • Customer Service Cases
  • Opportunities

Additionally, create follow-up Tasks from Gmail.

MAXIMIZERCRM gmail integration 01

 

MaximizerCRM gmail integration 02

 

Gmail Integration Video Tutorials

Watch the following videos from Maximizer CRM’s YouTube channel for more information:

MAXIMIZERCRM Gmail Add-On – Save Emails to Opportunities

MAXIMIZERCRM Gmail Add-On – Save Emails to Contacts

MAXIMIZERCRM Gmail Add-On – Save Emails to Cases

MAXIMIZERCRM Gmail Add-On – Create New Lead Records

MAXIMIZERCRM Gmail Add-On – Create New Company & Contact Records

MAXIMIZERCRM Gmail Add-On – Create New Contact Records

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:

Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top