If you’re already familiar with IRIS CRM’s extensive list of integrations, then you know how easy it is to utilize the tool alongside many of those already in use on a daily basis. From Gmail, Adobe Sign to Authorize.Net, Outlook to ZipRecruiter, we created our tool to help you with streamlining systems and processes already in place — not make them more complicated.
One such integration our customers find most beneficial is with Gmail. And since the platform has more than 1 billion active monthly users, it’s no surprise why.
Sales teams practically live out of their Gmail inboxes. So why not meet them where they already are?
The IRIS CRM Gmail integration seamlessly pulls information from your inbox and Google Calendar into the CRM dashboard. All inbound and outbound emails (attachments and images included) automatically appear as new lead notes, allowing you to better organize and manage leads in the moment. Calendar entries are then updated instantly with contact notes and details necessary for staying on top of your appointments in any given week.
And now, this integration has gotten even better with the release of our new Gmail Extension, available in the Chrome Webstore. Here’s just a glimpse at what this newest extension enables you to do.
Enjoy Added Flexibility
When installed, the IRIS CRM Gmail Extension functions as a sidebar alongside your Gmail inbox view. As you open emails, it provides a snapshot of pertinent lead information and allows you to make changes without ever leaving your inbox.
That’s right—you no longer need to open the IRIS CRM dashboard in order to perform day-to-day tasks like creating new leads, adding lead notes, changing lead status, and more. This added level of flexibility further eliminates unnecessary time spent in your day, switching back and forth between platforms. You can keep lead information updated and more readily focus on doing what you do best: selling.
As a salesperson, you’re always on the move. You’re jetting off to client meetings, attending networking events, and then heading back to the office to generate proposals. And while there may never be a dull moment in your world, it can be difficult to keep workloads organized and manageable with the moments you do have.
Download the Gmail Extension for IRIS CRM and you can access all of the benefits of our tool, whether you’re at your desk or on-the-go. The extension automatically syncs any changes made in your Gmail inbox to the CRM and keeps you on top of your game, no matter where you are.
Customize, Customize, Customize
Our new Gmail Extension also makes it possible for you to more effectively bind emails to lead records in the CRM. You’re not restricted to pre-established parameters. Instead, you can customize and select which email fields will be used for binding.
Additionally, the extension allows you to set up rules. You can build out certain email combinations for automatic sync to ignore when adding information into the CRM.