Gmail

If you use the Gmail Sync Chrome Extension, you can create an email in Gmail and sync the information to Upsales.

This article explains the process for connecting your Gmail and Upsales accounts, which includes steps by the Administrator and steps by each user.

• The Administrator must activate the app for your company's Upsales account and choose the default settings. These default settings apply to all users.
• The Users must each:
  • Install the Upsales Gmail Chrome extension
  • Activate the app on their own Upsales profiles
  • Connect their own Gmail accounts to Upsales.

Activating the Gmail Sync app for All Users (Administrator)

The Administrator of the account activates the Gmail Mail Sync app before users can activate their personal access to use this app.

To activate the Gmail Sync app, complete the following steps:

1. Select the Settings icon in the upper right corner of your Upsales screen.
2. Select App directory.
   
3. From the Apps list, select Gmail Mail Sync.
4. On the Gmail Mail Sync screen, select Activate.
   
5. Select Accept terms to continue.

The Gmail Mail Sync app has been activated and published to the team. Each user will need to install the Upsales Gmail Mail Sync Chrome extension, activate the app on their own profiles and connect their own Gmail accounts.

Installing the Upsales Gmail Chrome Extension

To install the Upsales Gmail Mail Sync Chrome extension, complete the following steps:

1. Go to the Chrome Web Store.
2. Locate the Upsales Gmail Mail Sync extension.
3. Select Add to Chrome.
4. Select Add extension.

Once you've added the Chrome extension, you'll still need to activate the app in Upsales and then connect your Gmail account to your Upsales account.

Activating Your Individual Gmail Mail Sync App

Once your administrator has activated the app, you can activate the app for your profile.

To activate your Gmail Mail Sync app in Upsales, complete the following steps:

1. From the left hand menu, select Gmail Mail Sync under My Profile.
   
2. On the Gmail Mail Sync screen, select Activate.
3. Select Accept terms to continue.

The Settings tab opens so that you can connect your Gmail account with your Upsales account.

Connecting Your Gmail Account with Upsales

The final part of setting up Gmail sync is to pair your Gmail account with your Upsales account.

To connect your Gmail account with Upsales, complete the following steps:

1. After installing the Upsales Gmail Mail Sync Chrome extension, refresh your Gmail page.
2. Select the Upsales logo in the top right corner.
   
3. Copy the Pairing code from Step 2.
   
4. Return to the Upsales Gmail Mail Sync page.
5. On the Settings tab, paste your Pairing code.
   
6. Select Save.

Make sure that you have the same email in Upsales as in Gmail or you will get an error saving the pairing code!  

Using Gmail Mail Sync

Right from your Gmail account, you can perform the following Upsales tasks:

• Create a new contact and company
• Match a contact to an existing company
• View the company card
• Log an email as a closed activity

Simply select the Log email box at the top right of a new or received email to sync the information to Upsales.