The Zurmo Gmail widget keep you connected to Zurmo the whole time, archive emails and create new Contacts direct from Gmail
The Zurmo Gmail widget bridges the gap between Gmail one of the worlds most popular web based mail clients and Zurmo's next generation gamified CRM platform.
ARCHIVING IS A BREEZE:
The Zurmo Gmail widget loads at the bottom of all emails you open in the Gmail web client connecting you to your Zurmo crm application. From here you can easily select a Zurmo contact to archive your email to with just a couple of clicks.
Finding the right contact to archive to is easy to. Use the type ahead to find the contact or search for the contact by name or telephone number.
CREATE CONTACTS AND LEADS:
So you don't have a Contact record in Zurmo to archive to already, no problem. The Zurmo Gmail widget will also allow you to create a new Lead or Contact in Zurmo and archive your email to it all from within the Gmail web client.
ALREADY ARCHIVED IT?:
If you have already archived an email then this will also be displayed on the Zurmo Gmail widget when you open the email. It will also provide you information about the record the email was archived to and provide a link to open the Contact within Zurmo.
LOGIN TO ZURMO WITH YOUR GOOGLE ACCOUNT:
If you are already using the Zurmo Gmail widget you can now login to Zurmo with your Google+ account. Now logging into Zurmo is as easy as a single click and you don't have to worry about remembering extra passwords either.