Integrating your Google G Suite Emails with Soffront will allow you to view all your Inbound/Outbound emails in one place, and save your time and effort of sending the same emails from one application. You can view all Inbound/Outbound emails from Soffront application.
Similarly you can also forward or reply the to emails of your Contacts from Soffront application.
Follow the steps below to Integrate your Google G Suite Email with Soffront.
- Click Profile icon → Integrations
- Integrations drawer opens along with its components.
- Under Calendar Integration select Google G Suite.
- Now click on Connect button after selecting Google G Suite.
- This will open a Sign-in window for connecting with your Google G Suite account. Sign in with your Google G Suite account.
- After signing in successfully, below section will appear including Synchronize Emails and Synchronize Calendar check-boxes.
- Now select Synchronize Emails checkbox→ Click on Save to save your settings.
- After clicking on Save button, a confirmation message will appear at the bottom
Tip: Emails will be synchronized in every 15 minutes interval.
Now you can send an email from your Gmail to any of your existing account/contact in CRM and see how the sent email is being displayed in Soffront application and how you can manage the email from there. Please see below steps:
- Open the respective account record’s detail view→ Go to Notes child tab.
- You will find a note gets created based on the sent email under Notes tab and ‘More..’ link is visible→ Click on ‘More..’ link against the note in Notes child tab.
- Once you click on ‘More..’ link, a drawer will open named Open Email mentioning the email you sent to the account→ From there you can perform Reply/Reply All/Forward actions as required.
- After opening the respective account record’s detail view, you will find another new tab named Emails tab
You can perform Reply/Reply All/Forward actions as required for the email records available under Emails tab.