Get even more organized with our Gmail add on

Jo White posted in Product June 19, 2019

We all like to send email. In fact, worldwide, around 269 billion emails were sent and received each day in 2017.

In 2021 that’s expected to grow to almost 320 billion a day, according to Statista.

That’s a lot of emails shared between us. Keeping on top of them can be a full time job, that’s why we created a Gmail add on for our customers.

By connecting Gmail to Capsule, you’ll become even more organized!

Store conversations quickly

It’s super easy to store your Gmail conversations in Capsule. Once you decide to save an email in Capsule, you can choose to store it in a:

  • Contact
  • Opportunity
  • Case

You simply click on the Capsule icon in Gmail and select store. It’s that simple. All the emails in that thread are stored automatically in Capsule, exactly where you want them to be.

Move emails easily in Capsule

As an email thread moves from being a lead enquiry to a potential sale or a customer starts to ask about a new package, you may want to change where the conversation is stored in Capsule.

Simply click on the Capsule icon in Gmail and you’ll be given a choice of relevant places to store it. You also get to choose if you would like to move all emails or just the most recent, so your CRM data is kept nice and clean.

Contact details next to your emails

When one of your Capsule contacts sends you an email without a signature and you need to give them a quick call, simply click on the Capsule icon to get their number.

There’s no need to open Capsule, the information is right where you need it.

Add new contacts to Capsule

If a person, not yet in Capsule sends you an email, it’s easy to add them into the CRM from Gmail. If they have the same email address as an organization already stored, we’ll automatically add the organization for you and store their details in the right place.

Keep on top of your emailed actions

You know the emails you get with a list of actions? Now you can create tasks in Capsule directly from Gmail. You can even assign a task to a colleague, case or opportunity, all from your inbox.

This is a real game changer if you get lots of emails with lots of actions - you’ll be able to keep on top of them all and be more organized.

All the benefits on mobile

The Gmail app works exactly the same on your Android and Apple phone too. Once you connect Capsule to Gmail, you’ll see the Capsule icon at the bottom of each email. A simple tap will give you access to all the same benefits when you’re out on the road.

Install the Gmail addon

It’s easy to connect Gmail and Capsule. When you’re in Gmail simply clicking the ‘+’ in the right-hand side bar and find Capsule in the Marketplace. Here’s our step by step guide.

We hope you enjoy our new Gmail add-on! Please let us know what you think.

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