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Gmail add-on improvements

On August 1st we released our Gmail add-on. The add-on allowed everyone to store their email conversations easily within Capsule. Over the last few months we’ve been making improvements thanks to the great feedback we’ve received from those of you using the add-on. If you haven’t tried it yet, it’s quick and easy to install.

Reducing the number of clicks

One of the first improvements we made was to reduce the amount of clicks that were needed to store a conversation. We achieved this by improving a number of flows for storing conversations.

  • Instead of having to click a contact in the list, and then click the store item, you can now click Store next to the contact in the list
  • When adding a new contact you have the option to store the conversation on that new contact when saving
  • When adding a new opportunity or case to a contact you have the option to store the conversation on that opportunity or case when saving

Change where conversations are being stored

Today we’re announcing another big improvement. You can now change where future emails in a conversation will be stored. Previously to change where a conversation is stored, you would need to disable storing, and then store again on the record you wanted to change the storing to. A potential downside to this was that every email in the conversation was then moved to that record. This behavior could cause unwanted emails from long running threads to be moved also.

Now you can use a new option ‘Store on a different contact, opportunity, or case’ which allows you change where a conversation should be stored from now on. It also allows you to specify if you would like to move a number of most recent emails, or all emails in the conversation.

When the conversation is stored on a contact, you will see their related opportunities and cases, so it’s easy to change storing to an opportunity when a conversation evolves into a potential sale. You can also choose to store on a different contact in thread and their related opportunities or cases.

If the conversation is already stored on an opportunity, or case you will see the opportunities and cases for the contact related to the current opportunity or case.

We hope you enjoy these improvements to the add-on! We’re always open to more feedback. Let us know if you have any thoughts or questions.

Do more from your inbox with our new Gmail add-on

We know customer relationships often start with an email. Whether you have a new lead or are nurturing existing relationships, having your CRM in your inbox can be a huge time saver. Bringing Capsule to where you need it is our mission, and we’re excited to announce our new Gmail Add-on.

Store the entire conversation with ease

Storing email conversations just got easier. With just a click or two you can store your entire conversation thread in Capsule. Choose to store on a contact, case or on a specific opportunity. As more emails come into the thread, they’ll be stored automatically with no extra leg work.

Contact details right next to your emails

When you receive an email from an existing contact, all of their contact details in Capsule will display in the add-on, making it easy to grab their phone number if you need to give them a quick call, or find them on a social network.

Add new contacts

If you receive an email from a contact that’s not in Capsule, you can add them as a person or organization directly from Gmail. We’ll also identify contacts with the same organization email address. So if someone has emailed from the same company who isn’t stored in your Capsule account yet, we’ll pre-populate the organization name when you add them as a new contact.

Add follow-up tasks, cases and opportunities

Take action from your email threads and add tasks straight from Gmail. Tasks can be added to a contact, case or opportunity for any contact in the conversation including CC’d participants.

Use the add-on from within your Gmail Android app

If you primarily use email from your Android phone, then the Gmail Add-on will be perfect for you. You can use the full functionality of the Gmail Add-on, so you don’t have to keep switching out to Capsule Mobile to see contact details and add tasks, opportunities or cases.

Gmail add-ons are not yet supported on the Gmail iOS app, but Google are working on it.

Installing the add-on

To install the add-on on your Gmail account read our install guide.

We hope you enjoy our new Gmail add-on! Please let us know if you have any thoughts or questions.