Within Teamwork CRM, you can create new items such as leads and opportunities directly from Gmail using the CRM add-on.



Click your profile icon in the top right of your site and select Settings from the dropdown menu. 

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Go to the Integrations subsection of the Settings area. Here, you will see an option for the Gmail Add-on. Click Open to access the add-on in the G-Suite marketplace.


Once you have installed the add-on, you will see the Teamwork CRM logo in the  navigation bar on the right-hand side when you click into an email.

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When you click the icon for the first time, you will be asked to log in to your Teamwork CRM account. You can also sign up to a new account in this modal.


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Once you log in, you will be brought to an overview menu where you can create different items, as well as access your settings.

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Uninstalling the Gmail add-on

To uninstall the add-on, select the three dots in the top right of the modal and choose Uninstall.

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This will open a new view with instructions on uninstalling the app from your Gmail add-ons.


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For more information, see: Using the Gmail Add-on