Within Teamwork CRM, you can create new items such as leads and opportunities directly from Gmail using the CRM add-on.
Note: A Google Workspace business account is required in order to use the Gmail sync feature.
Click your profile icon in the top right of your site and select Settings from the dropdown menu.
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.
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.
Once you log in, you will be brought to an overview menu where you can create different items, as well as access your settings.
Uninstalling the Gmail add-on
To uninstall the add-on, select the three dots in the top right of the modal and choose Uninstall.
This will open a new view with instructions on uninstalling the app from your Gmail add-ons.
For more information, see: Using the Gmail Add-on