Alexa ConvergeHub Gmail integration, Integrate gmail with CRM

Gmail – ConvergeHub Integration

Sync your emails to ConvergeHub CRM from your Gmail account

DocuSign Features

Gmail Features

Seamlessly integration of Gmail with ConvergeHub empower its users to access this easy-to-use, reliable, and cost-effective email solution right within ConvergeHub CRM platform.

convergehub integration

Fully Integrated Email Solution

With Gmail, you can seamlessly connect any email provider of your choice with ConvergeHub CRM and initiate sending emails directly from inside ConvergeHub. These sent and received emails will also appear in your email inbox and sent folders of the email clients. Integrating Gmail with ConvergeHub CRM helps you to find a single view of all your email correspondences tied to your lead, contact, and account inside ConvergeHub.

Quickly create new lead from new opportunities

You can create new leads, contacts, tasks, account, and events from any new email ID from a customer instantly after receiving the mail. This helps in saving time from manual entry and increase conversion opportunities.

convergehub integration
convergehub integration

Associate the email with Lead or account

You can associate new email ID from an existing customer and thereby experience a superior tracking ability for your deals and opportunities.

Setting up Gmail Integration in ConvergeHub

1.Navigate to “App Store” or simply search “Gmail” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2.Navigate to “Emails” to add new email

To add new email using Gmail, navigate to the email’s sub-menu listed under Activities menu. Next, click on “+ Add New” in left panel which will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.Set up Gmail account

In the pop-up window, select Gmail option, which will open up a new window. Next, input your Google ID and password, and then provide all the necessary authorization.

convergehub integration

Gmail Integration How-To

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