LeadMaster CRM Customers Can Now Integrate with Gmail

integrating gmailIf you’re a LeadMaster customer, you’ve likely enjoyed the benefits of past innovations we’ve worked into our CRM before. The Lead-Xpress Portal, for example, presents companies with an inexpensive way to give reps access to leads and customer records – no need for an enterprise license.

Now, we’re happy to announce an easy to use Chrome extension that integrates Gmail and the LeadMaster CRM seamlessly. We think you will love it.

The tool is built directly into your Gmail inbox as a sidebar. It allows you to sent Gmail data straight into the CRM, and changes in the CRM are reflected into your Gmail. What’s more, the extension allows you to import LinkedIn data into the LeadMaster software with the click of a button.

You can import contacts and companies and update information from Gmail. If you modify contact or company info, the CRM remembers the changes – and the Gmail inbox does too.

From the Gmail sidebar, you can track email history, add your Gmail contacts to lead nurturing tracks, add a callback that will remind you of events when you’re logged into LeadMaster, and you can add and review contact notes.

From the LeadMaster CRM, you can see the changes at the contact level. Simply drill down into the contact view to see changes and notes which will then be reflected in the Gmail sidebar.

You can track the progress of your Gmail contact in lead nurturing campaigns, add to more lead nurturing campaigns, adjust callback details, and create callbacks that will be available for review in Gmail. Send an email in LeadMaster, and that email history will be visible in Gmail.

The Chrome tool is completely free to use, intuitively easy, and instantly integrates your Gmail, LeadMaster and LinkedIn data.[/vc_column_text][/vc_column][/vc_row]

Here’s how to use the LeadMaster Chrome tool:

Click on this link (https://chrome.google.com/webstore/search/leadmaster) which will direct you to the Chrome extension in the Chrome web store. Click the blue button that says “add to Chrome.” When prompted, click “add Lead Master CRM to Gmail.”

A person's hands holding a black iPad showing how to search for LeadMaster extension in the Chrome store on the screen

You’ll know the plugin is installed when you see a green button that says “Rate it” and a LeadMaster icon in the upper right hand corner in the browser bar.

A person's hands holding a black iPad showing how to download a LeadMaster extension on a web browser

If you’re logged into Gmail, log out, then log back in to activate the extension.
Log in by clicking the LeadMaster icon.

A person's hands holding a black iPad showing how to log into LeadMaster on the screen

Or simply click on an email and log in through the LeadMaster pop-up button you’ll see on the right.

A person's hands holding a black iPad showing how to login to LeadMaster from a Gmail message on the screen

Congratulations! You’re ready to integrate LeadMaster and Gmail seamlessly.

Using the LeadMaster Chrome Extension with Gmail

To add a contact from a Gmail message to the CRM, click on “company/contacts” in the sidebar. A drop down menu will appear where Gmail information is dynamically inserted.

Make any modifications you deem necessary and add any additional information you may find useful and click on “add to CRM.” The changes will be reflected in LeadMaster, and will be retained in Gmail.

A person's hands holding a black iPad showing how to add new contacts to LeadMaster on the screen

If a contact exists, you may update the contact by clicking on “company/contacts,” change any information you see fit, and click on “update to CRM.”

A person's hands holding a black iPad showing how to update a contact in LeadMaster's CRM software

Track LeadMaster email history simply by clicking “email.”

A person's hands holding a black iPad showing how to track email history on LeadMaster's website on the screen

The first time you add a contact to a lead nurturing campaign, callback or note, a popup box will appear that lets you know you are being logged on to LeadMaster.

To add a Gmail contact to a lead nurturing campaign, click the plus sign next to “lead nurturing.”

Another popup box appears with a drop down menu containing your lead nurturing campaigns and a calendar to select the start date.

A person's hands holding a black iPad showing how to add a lead nurture campaign for LeadMaster on the screen

To add a callback, click the plus sign next to “callback.” The callback screen you are used to seeing in LeadMaster is made available in a Gmail popup box.

A person's hands holding a black iPad showing how to use a callback on LeadMaster's website on the screen

To add a note, simply click the plus sign next to “contact notes.” A dialogue box is populated and you can add notes directly here.

A person's hands holding a black iPad showing how to add a note in LeadMaster's CRM software

Using the Chrome Extension Within the CRM

To view contact additions or contact modifications within the LeadMaster CRM, do a quick search for the person you have added or updated. You may also search at the account level by searching for the company.

To view changes made through Gmail, drill down to the contact level. Here you will see contact notes, callbacks, and lead nurturing track additions.

A person's hands holding a black iPad showing how to do a quick search on LeadMaster's website on the screen

Note that if you send an email within LeadMaster, add a note or callback within the system, or add this contact to another lead nurturing campaign, these changes will be shown in your Gmail. Just click on an email your contact has sent you to view the updates.

A person's hands holding a black iPad showing up to view changes made in Gmail for LeadMaster on the screen

Using the LeadMaster Extension With LinkedIn

Sign into LinkedIn. When you view a contact, you will notice a blue button that says “add to LeadMaster.” Click that button, and the contact is instantly imported.

A person's hands holding a black iPad showing how to add contact from LinkedIn to LeadMaster CRM on the screen

Extra Feature:

When you send an email with the extension, your LeadMaster templates are available for you within the click of a button.That’s all there is to it. We value your opinion and would love to hear your feedback on our new extension. If you have any comments, questions, concerns or ideas for improvement please leave a note below.

That’s all there is to it. We value your opinion and would love to hear your feedback on our new extension. If you have any comments, questions, concerns or ideas for improvement please leave a note below.

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