Gmail Sync for CRM Functionality
planned
Ginger Dixon
In order to use the system as a true CRM, it seems the only missing feature is the communication history which can be accomplished with an email platform integration (Gmail would be a great start). This would allow for any emails related to the email address in the contact record to be visible via the contact record. Ideally this info would also rollup into any associated account or opportunity records as well. Until then the view into the opportunities isn't complete and is only data related, which is great but especially for remote teams the history of conversations via email is necessary.
Emma Montgomery
planned
R
Ruben Uzan
Emma Montgomery Isnt it the same as https://smartsuite.canny.io/feature-requests/p/emails-from-records or this one? https://smartsuite.canny.io/feature-requests/p/create-records-tasks-by-mail, somehow they all serve the same purpose it seems, to be able to send emails to a record or to a table, which will trigger the creation of a task. ClickUp doees it if you want to check them out and see how they do it.
Alex Stoica
Yes!
Sonia Roselli
YEs please!!!!!
Ara Bozadjian
yup, it's great having a CRM template but really needs a GMail, Missive, Front or Polymail etc integration option... pls.
R
Ruben Uzan
Ara Bozadjian IMAP one too?