In case you are using Gmail 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
  • Incoming email
  • Outgoing email
  • Templates


Do you prefer to watch our instructive video on installing the plug-in first? You can do so right here:


Installing the plug-in 

  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-hand corner and click on Integrations
  3. Search for “Gmail” in the search field
  4. Choose Gmail and click Add
  5. The Chrome web store pops up. Click Add to Chrome and Add Extension
  6. Fill out your Teamleader credentials (username and password) and click on Login

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.
  • If you have our Move package or higher, 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 (Boost package) 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.

  

Templates

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.