Read this article to know more about the compatibility of the Chrome plugin with Gmail’s new design.


In case you are using Gmail or Office 365, we have good news for you. Thanks to our special Google Chrome plug-in you can save all your incoming and outgoing emails directly with the right contact. And there is more.

In this article we’ll see:

  • Installing the plug-in for Gmail and Office 365
  • Gmail
    • Incoming email
    • Outgoing email
  • Outlook
    • Incoming email
    • Outgoing email
  • Templates

Installing the plug-in for Gmail and Office 365

  1. Open Google Chrome. If you don’t have Google Chrome, please install it first
  2. Start in Teamleader. Navigate to your user icon in the top right corner and click on “Integrations
  3. Click on “Explore” on top of your screen
  4. Search for “Gmail” in the searchfield
  5. Choose “Gmail” and click “Add
  6. The Chrome web store pops up. Click “Add to Chrome” and “Add Extension

Gmail

Incoming email

After the installation, Gmail users will see a bar below every email with some options concerning the email sender.

  • If his or her details are not recognized by Teamleader, you can add the person to the CRM.
  • If the person is recognized, you can save the email directly to his contact page. The email will then appear below in the tracking bar.
  • You can also create a follow-up task for yourself or for one of your colleagues straight from the email.
  • Users of the ticketing module even have the option to turn the email into a support ticket.

Outgoing email

You have a similar option for outgoing emails.

  • Beneath the window in which you compose the email you have an option to save your message in the receiver’s contact file.
  • Teamleader doesn’t recognize the receiver? No problem. As soon as you send it you get the option to create a contact for the person and to track the email.
  • Would you prefer not to register the outgoing email? Then you can just uncheck that option for a particular email. 
  • Would you prefer to decide for yourself when you want tracking to be activated for outgoing mail? Then you can deactivate the plugin as a standard for this operation. You can do that under the cog above right in the window where you compose your mail.


Outlook

Just to be clear, this integration is specifically intended for the web version of Outlook. Find the desktop version here.

 

Incoming email

As in Gmail you will see a box beneath every incoming email in your Outlook webmail box with the same options as described above. You can simply add an unknown contact and track the email to the corresponding contact file. At the same time you can create a task and/or a ticket.

  

Outgoing email

You can also track your outgoing mail in the web version of Outlook. The only difference with the Gmail version is that the option to turn tracking on and off can be found in the bar above the window.

  

Templates

Both in Gmail and in Outlook you can use pre-filled templates from Teamleader. You can create these templates in Teamleader under the file tab Email layout in Settings. You’ll find the option ‘Templates for regular emails’ there.