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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  1. Go to and login with your ×îв©²ÊÍøÕ¾ credentials.
  2. Search for the ×îв©²ÊÍøÕ¾ TeamInbox for ×îв©²ÊÍøÕ¾ CRM extension.
  3. Click Install in the top right corner.
  4. Confirm installation by agreeing to the terms of service and click Install.  
  5. Authorize the extension to access your data and click Install Now.
  6. 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.

 

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