Configuration

Configure the addon by authorizing your Gmail account and connect with Vtiger CRM.

Authorize your Gmail account

  • Select the 'Gmail add-on for Vtiger CRM' add-on icon and it prompts to open any one of the emails in your inbox. Click any one of the messages in your Gmail.

  • Click on Authorize access to allow authorization for the addon.

  • It opens a ‘sign in’ window.

  • Choose one email account to connect with the addon, if you login with more than one account.

  • After that, you need to register your Gmail account in the addon providing your name, and a new password.

  • Once you register, you can use the same username and password to login to the addon.

Connect with Vtiger CRM

  • After authorization, now you'll be directed to 'Connect your Vtiger' page.

  • In the 'Connect your Vtiger' page, provide the URL of your Vtiger CRM. Note the Url should be publicly accessible.

  • Click Next.

  • Press the Connect Vtiger button to continue with your Vtiger CRM.
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  • While connecting with Vtiger CRM, you may get either of these two results based on your GraphQL test run.

    1. It'll show an alert pop up that tells you to install the GraphQL module in Vtiger CRM.

    2. If GraphQL is already installed in your Vtiger CRM, then it'll directly take you to configure your Vtiger CRM.
  • Enter your Vtiger username and password and then click on the Authorize button to authorize access to your Vtiger CRM.
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Working with the addon

After completing the configuration, the addon is now ready to work. The following guidelines help you to create new Contact and Lead inside the addon.

Create new Lead/Contact

  • Pick an email message from your Gmail inbox. The addon will automatically fetch all the email contacts involved in the conversation.

Note: The addon always shows the ‘open an email’ message whenever no email thread is open.

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  • If the email contact already presents in your Vtiger CRM, the addon will list out all modules associated with the email.

  • If you want to create Lead or Contact for new email contact,

    • Choose the module type (Lead or Contact) and click on the Create New.
    choose-module-type-vtiger-gmail-addon
    • Fill out all the necessary fields.

    • Save it and refresh the addon to see results.
    displays-lead-record-vtiger-gmail-addon

Detailed view of records

  • Select one record from any module in the addon to view it in a detailed view.

  • You can edit the Contacts and Leads modules using the EDIT option in the detailed view of records.
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