Link emails in Gmail to a specific record in Smartsuite using the Chrome Or a Gmail Extension
Sarah O'Dell
Emailing out is awesome, if someone responds to that email they are automatically sent to the comments, but bringing emails into a specific record using a chrome or gmail extension is what I am requesting(ie see clickup's).
This was possible in ply, but currently without custom code writing, ply is no longer able to list the records we need to see to make the selections.
Blue Bridge Law
Also linked to this comment : it would also be great to have the email adress of the comment section of the record so that if a client emails a new email from outside smartsuite (not only gmail), it can be linked there. We try to use smartsuite as a crm but cannot track the contacts/leads activity outside smartsuite. Having the email adress of the record would help solve this problem.
Jon Darbyshire
Hey Sarah O'Dell, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the integration between Gmail and Smartsuite working?
- What specific features from the ClickUp's extension would you like to see in our product?
- Could you elaborate on the challenges you're facing with the current system and how this new feature would solve them?
6
6 Stars Cleaning
Jon Darbyshire Hi Jon, indeed this is great feature that we used daily in Clickup. Please refer to the similiar feature requests:
- https://smartsuite.canny.io/feature-requests/p/chrome-extension
- https://smartsuite.canny.io/feature-requests/p/attaching-gmail-to-smartsuite
- https://community.smartsuite.com/show-and-tell-ywbr0zag/post/there-is-only-one-thing-i-miss-from-clickup-the-gmail-widget-CZHXRwldZbjHgl0
Would love to also have ability to:
- save the attachments from a Gmail in Communication Center and also clickable to go directly to that message in Gmail from Smartsuite and viceversa even if you are in a different workspace.
- attach the email clip to an existing record. Also the ability to search in the pop-up extension by the name to see if there's a past similar record with the same name
- add selected text as a Comment in a record, not just in a field
- floating pop-up even if we click outside the box and trying to copy paste more data. Currently if we click outside the box in Smartsuite Web Clipper will close and lost all the entered data.
-add due date, status or other custom fields directly from Gmail chrome extension.
BONU POINT: If you can create it like an add-on Gmail so we can also use it on Gmail mobile app.
(Asana, Trello, Zoho already have this as add-on for gmail mobile - surreal time saver if you want to create tasks from Gmail Mobile directly in Smartsuite on the go!)
Artem Kunytsia Jon Darbyshire hope we will receive this ability soon 🙏
Sarah O'Dell
Jon Darbyshire
Extension Options:
This tool could be a browser extension, a floating button, or a Gmail extension (similar to Ply).
Functionality:
When you click the extension/button, you can choose to "add a record" or "link the email to an existing record."
If linking, a search bar will appear, offering default options and the ability to link to any solution/table/record.
A unique feature seen in ClickUp: when an email is linked through the extension, a symbol appears indicating the email has already been imported.
For emails sent from the comments section, when a vendor replies, the response is automatically linked to the record. A symbol in Gmail will show that no further action is needed.
Order Tracking Needs:
We handle hundreds of custom items, each requiring 5-12 orders from different vendors to create an element (e.g., furniture, window treatments).
We need to track orders and their production, with a clear trail of all relevant communication for each order.
We cannot rely solely on emails from a specific address, as we interact with various roles within the same company (sales reps, account managers, warehouse managers, AP).
Many emails from vendors are automated (e.g., stock updates, shipping confirmations, order confirmations), so relying on the reply feature is insufficient.
We often have multiple orders with one vendor for different pieces related to multiple clients.
The "Human in the Loop" aspect is crucial, but the main goal is to reduce reliance on Gmail and focus more on SmartSuite for managing, updating records, and responding to emails.
Fewer open tabs and applications lead to a more efficient workflow.
Alex Stoica
Sarah O'Dell Clickup did this soooooo well with their Chrome extension