Within Teamwork CRM, you can create new items directly from Gmail using the CRM add-on.
Note: A Google Workspace business account is required in order to use the Gmail sync feature.
Once you have enabled the add-on and logged in to your CRM account, you will see a menu allowing you to:
- Create new:
- Leads
- Opportunities
- Companies
- Contacts
- Access the add-on settings
Adding a lead
When adding a new lead, you can select a leads pipeline and stage to add it to. You also give the lead a title, as well assign a company and contact.
When choosing a company or contact to associate with the lead, the click to change option will open a new view where you can select from the existing company or contact list.
You also have the option to search for a specific company or contact, or remove the current selection.
Select the company/contact you want to associate this lead with, or press the arrow in the top left to go back. You also have the option to create a new company/contact by selecting the three dots in the top right.
At the bottom of the modal, you can toggle the option to add activity follow up in a week. This will create an email activity entry for the lead.
Click Add Lead to create the lead in your CRM site. You will then see confirmation of the lead creation along with a summary of the lead's properties. At the bottom, you can either open the lead in CRM or create another lead.
Adding an opportunity
When adding a new opportunity, you can select an opportunities pipeline and stage to add it to. You also give the opportunity a title, as well assign a company and contact.
Similarly to adding a lead, the click to change option for company and contact will open a new view where you can select from the existing company or contact list.
You also have the option to search for a specific company or contact, or remove the current selection.
Select the company/contact you want to associate this opportunity with, or press the arrow in the top left to go back. You also have the option to create a new company/contact by selecting the three dots in the top right.
At the bottom of the modal, you can toggle the option to add activity follow up in a week. This will create an email activity entry for the opportunity.
Click Add Opportunity to create the opportunity in your CRM site. You will then see confirmation of the opportunity creation along with a summary of the opportunity's properties. At the bottom, you can either open the opportunity in CRM or create another opportunity.
Adding a company
When adding a company, the email field will automatically populate with the email address of the sender of the current email you are viewing.
The owner will be set to the CRM user you are currently logged in as. This can be changed by selecting the dropdown arrow to the right of the owner field.
The company form allows you to add a company name, website, contact details, and address.
Click Add Company to create the company to your Teamwork CRM site.
Adding a contact
When adding a contact, the email field will automatically populate with the email address of the sender of the current email you are viewing.
The owner will be set to the CRM user you are currently logged in as. This can be changed by selecting the dropdown arrow to the right of the owner field.
The contact form allows you to add a contact name, job title, website, contact details, address, and website.
Click Add Contact to create the contact to your Teamwork CRM site.
Custom fields
Any custom fields you have created for each individual action (lead, opportunity, etc.) will be included in the corresponding add form in the add-on.
Note: Only custom fields that have been set to show in add form will be displayed.
Settings
To access the add-on settings, select the Settings option from the add-on navigation menu.
In the settings area, you will see the user account currently logged in to the add-on. You can also access the support center or log out.
For more information, see: Enabling the Gmail add-on