The Legrand CRM Google Chrome extension for Gmail is a great productivity tool!
Navigate to the Google Chrome web store, search for
Legrand CRM, then click on the Add to Chrome button
Legrand CRM will be accessing your data in Gmail. Legrand CRM requires you to confirm that this is correct to ensure access protection of your data. To continue, please click Add Extension.
Please sign into Gmail and the Legrand CRM panel should be visible.
Click Sign In and enter your Legrand CRM login details to get started! These are the same details you use to login to Legrand CRM.
Your User ID is the email address you use to login to Legrand CRM.
Your Account ID is the 5 digit number which can be found at the top of the Legrand CRM screen when logged in.
Congratulations! Legrand CRM and Gmail are now connected!
Using Legrand Gmail
extension with a non-existent CRM contact:
When you view an email in Gmail from someone who is not a contact in
your CRM, you will be presented with 3 basic options.
will create a new company and/or contact on the fly.
will associate their email address to an existent contact in the CRM and
transfer the email
will transfer the email to an existing contact in the CRM without associating
the Gmail address of the sender to a contact in the CRM.
Using Legrand Gmail extension with an existing CRM contact:
Transfer: Transfers the email to the contact as an activity note using the
email subject as the activity note title. For example, if the email was named
“Re: Follow Up”, the email would appear in Legrand CRM as an activity note
named “Re: Follow Up”.
Transfer: Allows you to the subject of the activity note, assign the
email to a different contact/more than one contact, and link the email to an
existing opportunity in your CRM.
Within Google Calendar you have the
ability to create and manage multiple calendars. Once successfully connected, the Legrand CRM Gmail extension creates a
Legrand CRM calendar in Google Calendar and it is the only calendar that will
sync with Cloud CRM.
When you push “Calendar Sync” in the Gmail Extension, the event will transfer from Legrand Cloud CRM to Google Calendar.