Using the Google Workspace Add-on – Gmail Integration
After you install and set up the Google Workspace Add-on; you can perform the following tasks from your Gmail account:
- Associate an email to a MAXIMIZERCRM Address Book entry
- Add a contact from your Gmail account to the Address Book
- View a MAXIMIZERCRM contact by opening MAXIMIZERCRM from your Gmail account
- Add a MAXIMIZERCRM contact to an existing Opportunity or Case
- Create a new Opportunity; Case; or a Task
- Update a Company if the Address Book entry is of the type “Company”
- Create a new Contact; Individual; Company; Company & Contact; or Lead
- Update a Contact; Individual; Company; Lead; Opportunity; or Case