Integration with ×îв©²ÊÍøÕ¾ CRM
×îв©²ÊÍøÕ¾ CRM is your one solution for all your sales activities. ×îв©²ÊÍøÕ¾ TeamInbox's integration with ×îв©²ÊÍøÕ¾ CRM lets you access emails related to a specific contact or lead right from ×îв©²ÊÍøÕ¾ CRM. With our two-way integration with ×îв©²ÊÍøÕ¾ CRM you can keep all your contact information in one place.
Only the admin of your ×îв©²ÊÍøÕ¾ TeamInbox organization can perform integration with ×îв©²ÊÍøÕ¾ CRM.
To integrate ×îв©²ÊÍøÕ¾ TeamInbox with ×îв©²ÊÍøÕ¾ CRM
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- Go to and login with your ×îв©²ÊÍøÕ¾ credentials.
- Search for the ×îв©²ÊÍøÕ¾ TeamInbox for ×îв©²ÊÍøÕ¾ CRM extension.
- Click Install in the top right corner.
- Confirm installation by agreeing to the terms of service and click Install.
- Authorize the extension to access your data and click Install Now.
- Once the extension is installed successfully, you have to authorize for ×îв©²ÊÍøÕ¾ CRM to access your ×îв©²ÊÍøÕ¾ TeamInbox details.
The ×îв©²ÊÍøÕ¾ TeamInbox extension for ×îв©²ÊÍøÕ¾ CRM is now installed for your organization, and you can now view email threads from within ×îв©²ÊÍøÕ¾ CRM. You can revoke this access anytime. Also, you can uninstall the extension whenever needed.
To view emails in ×îв©²ÊÍøÕ¾ CRM
To view the threads related to any lead or contact, click on the specific lead or contact to go to their detailed view. Click ×îв©²ÊÍøÕ¾ TeamInbox under the Related List section in the left pane. You will now be able to view the email list, where you can click on a specific thread to preview. To do more actions on the thread, you can select to open the thread in a new window.