Intelligent CRM Activity Integration

Intelligent CRM Activity Integration

Plugin for Intelligent CRM users to create activities and copy Gmail content.

Intelligent CRM Activity Integration
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What is Intelligent CRM Activity Integration?

A powerful plugin that seamlessly connects Intelligent CRM with Gmail, enabling effortless activity creation and content copying to streamline workflow and automate routine tasks.

How to use Intelligent CRM Activity Integration?

Install the plugin and sync your Gmail account with CRM. When sending or receiving emails, click to log activities in CRM, schedule follow-ups, set reminders, and categorize emails for easy reference.

Core features of Intelligent CRM Activity Integration?

  • Activity Creation: Automatically create CRM activities from emails
  • Gmail Content Copying: Copy relevant email content directly into CRM
  • Scheduling and Reminders: Set reminders and schedule follow-ups
  • Intuitive Interface: User-friendly design for seamless integration and usage

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