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Gmail integration for Gold-Vision CRM

Centralise your emails and appointments and keep your CRM up to date without having to switch back and forth between multiple screens and devices.

This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time.

You’re in control

Only want to track emails between your Sales team and CRM contacts, but not from your HR department? Or maybe you only want to sync certain folders within your mailbox? Either way, it’s simple to set up and then you can relax as Gold-Vision does the work for you.

Device independent

Works on any device, so whether you are using a mobile, tablet or desktop, you’re always up to date with the latest information – both in your CRM, and your Gmail account.

Stay connected

Edit an appointment or reply to an email in either Gmail or Gold-Vision and automatically update your accounts with any sent or received communications or new appointments, linking the relevant files to the associated Accounts/Contacts.

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Overview

Type Email
Best for Existing G Suite Users