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.
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.
Video showing storing a new email in the gmail addon.
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.
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.
Video showing adding a new contact in gmail.
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.
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.
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.