Customer Connect + Gmail CRM integration via email

Overview

From Gmail to an opportunity

Connect Gmail to Customer Connect by forwarding incoming customer enquiries to your team email address. Customer Connect interprets the email and creates an opportunity that your team can work on together.

A Gmail filter lets you choose which messages to forward, such as enquiries sent to a particular address or with a particular subject line.

How to connect Gmail

1. Get your team email address. Open the email settings in Customer Connect. Create an address if your team does not have one, then copy it.
2. Add the address in Gmail. Open Gmail on a computer and go to the forwarding settings. Add the team address and complete Google’s verification. Contact us if you need help with the confirmation sent to the team address.
3. Choose which enquiries to forward. Create a filter with the conditions you need and select the team address as the recipient. Keep a copy in Gmail.
4. Test with a customer enquiry. Send an email that matches the filter and check the opportunity in Customer Connect.

See Google’s instructions for forwarding and filters for the current settings.

Give the enquiry a next step

Once the email has become an opportunity, you can assign an owner and schedule follow-up. Your team has a shared place to see who will contact the customer next.

Learn more about collecting customer enquiries in Customer Connect. Using Outlook? See the Microsoft 365 email integration.

Try for free

What you can do

• Capture enquiries from Gmail

  Forward customer emails to Customer Connect, where the content is interpreted to create opportunities.

• Choose which emails to forward

  Use Gmail filters to send the right enquiries to your team email address.

• Bring responsibility and follow-up together

  Assign an owner and schedule follow-up on the opportunity in Customer Connect.