Our GMail and GCalendar application, as well as the Google BoondManager app for Gmail, offer integration with your Google suite, enabling you to:
Create and synchronize an event in your GCalendar from a BoondManager action
Log an email in BoondManager from your Gmail inbox
To take advantage of these features, please follow the steps below:
⠀
Install GMail and GCalendar apps on BoondManager
Administration > Apps / Marketplace section
For this step, simply:
Search for and open the GMail and GCalendar apps one after the other
Click Install
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Authorize a manager to use them
Directly from the app configuration
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Link your Google account with your BoondManager account
Manager Interface > Apps > Gmail and Gcalendar
Synchronize your Google account
Accept the conditions/permissions requested by Google
⠀
Install the BoondManager app in your Gmail environment
From your Gmail interface, follow the steps below:
Go to your Gmail.com web interface
Click the "+" (Download add-ons) in the right sidebar (if you don\'t see this sidebar, click the arrow at the bottom right \"Show the sidebar panel\")
Search for the BoondManager for Gmail app
Then click Install and follow the guide:
You now have a BoondManager icon in the right sidebar, click it to display the panel:
Finally, click Synchronize and enter your BoondManager credentials to authorize synchronization:
Congratulations! You now have access to the following features:
⠀
Create an event in your calendar from a BoondManager action
Use case: you want to create a reminder for a client meeting, invite the client to the event, and synchronize this reminder with your GCalendar.
You therefore create a reminder action on your CRM card and follow the steps below:
Click Add to manager calendar
You will see fields appear, some pre-filled but you can of course modify them!
Start/end date and time
Event title
Add guests by typing their name (if they are managers with a BoondManager account) or their email address
Enter a description that will be included in the event and thus shared with guests
Save your note/minutes
You can now refresh your GCalendar and you will see that the event has been successfully added/updated!
Important
Please note, all guests will see the details entered in the Description field of your BoondManager action, even after the event has passed.
Make sure to only enter information you wish to make visible, as any new comment saved in this action will also be copied into the calendar invitations of all guests!
⠀
Create an action from a GMail email
Use case: You receive an email on Gmail from a client and want to save it in their BoondManager card.
You open this email in Gmail, then follow the steps below:
Click the BoondManager icon in the right sidebar of the email
A panel then appears on the right, and the BoondManager CRM card is automatically recognized based on the email addresses of the sender and/or recipient.
Important: CRM card recognition will be limited to your BoondManager access rights for this card
Then choose the action type to create in the CRM
Finally, click Add:
You can now view the email in your client\'s history on BoondManager: