Integrations

Gmail / G-Suite

Google provides a powerful email and calendar solution that is adopted by many companies through their G-Suite offering. FunnelFox connects directly with Google’s servers so you can work in your Gmail inbox while we keep your pipeline up-to-date.

Overview

Sync Emails to CRM

Sync Meetings to CRM

Leads or Contacts to CRM

Automatic Follow Up Reminders

“It’s important that if a customer wants something from us, that it’s not falling through the cracks.”

– Lee Gladish,
Co-Founder at Reply

Sync Emails to CRM

Save hours of work every week with the email sync by FunnelFox. Unlike other solutions, FunnelFox works fully in the cloud while you work in your Gmail account. It will scan your conversations and save the relevant ones to the right place in the CRM. Connected to the right Contact, Deal, and even Custom Objects.

Sync Meetings to CRM

Syncing your Google calendar works similar to syncing from Gmail. As soon as customer meetings appear in your calendar, FunnelFox will sync them to your CRM and make sure they show up under the relevant Contact. This is done by analysing the invitees on the calendar entry. Any changes made to the meeting later on are automatically updated in the CRM. You won’t have to think about it.

Leads or Contacts to Salesforce

Ever had the feeling a deal slipped through the cracks? It probably happened more than once. The most common cause for this is that contacts are missing in the CRM. This is why FunnelFox analyzes the  conversations in your Gmail account and figures out if any contacts are missing in your CRM. Whenever a new contact gets added, we will even automatically go back and sync any missed emails. This way no communication goes missing ever again.

Automatic Follow Up Reminders

Too often following up is neglected by sales reps and part of the problem is tracking. It’s time consuming to figure out which emails you did not get an answer to. With FunnelFox, you will always know. Our A.I. analyzes your conversations and identifies the ones where a response is outstanding. If it takes too long, a follow up task is created in Salesforce. This way you’ll never miss a follow up again.

Gmail

Gmail is Google’s email solution. With more than 1 billion users, Gmail proves that email doesn’t have to be boring. Far from being an obsolete method of communication, surpassed by video messaging, DMs or SMS, Gmail is constantly innovating, helping maintain email as a reliable way for businesses to communicate.

When Gmail launched in 2004, perhaps its most startling feature was its storage capacity. In the days when most email accounts were limited to a few megabytes of storage, Gmail offered 1GB. This limit has grown to its current amount of 25GB. With Gmail, deleting an email is a thing of the past. If you want to clear a message from your inbox, you move it to a folder or send it to the archive. Today, business users love Gmail because of the new features Google is continually adding to make communicating quicker and easier.

Gmail makes it extremely simple to find the email you need at the time you need it. It organises all your conversations into easy-to-navigate threads. To find specific emails, you can search for any text within your sent or received emails, even ones from the archive. Gmail syncs with all of Google’s other business products, such as Google Hangouts, Google Drive and Google Calendar for easy transfer of information.

Gmail is exceptionally customisable, allowing users to view their emails in the way they want to. You can create rules and filters to keep your inbox organised by sender, topic or importance. You can also use Gmail Add-ons to go more in-depth with email segmentation. Gmail’s new Priority Inbox feature segments your inbox into emails you might need to deal with you, and those you don’t. Promotional emails and newsletters are automatically removed, so they don’t bother you when you’re busy. Gmail can also analyse your emails to pick out the action points, which you can mark as complete or create a to-do list for the future.

In today’s mobile world, Gmail doesn’t just replicate its desktop solution for the smartphone. It goes a step further. For example, for mobile users, Gmail offers simple, pre-set replies enabling you to answer emails at the touch of a button. Gmail also provides offline access to the emails you have already sent and received. It allows you to compose email from anywhere at any time, whether you have internet access or not. Once you’re back online, Gmail will automatically sync and catch up, sending your just-written emails.

Gmail.com email accounts, so popular with personal users, are free of charge. For business users who want to use Gmail on their organisation’s domain, you can open a G Suite account. This gives your organisation access to a raft of other Google apps.

Gmail is one of the best solutions around for using email in a productive way. It keeps your emails organised efficiently. It allows you to keep track of all your communications without spending time scrolling through hundreds of emails. Its new features make you see email in a different light. Until email is superseded by other communication methods, Gmail is one of the standout solutions.