Pipedrive in Gmail - CertaLink
用户量:6大小:2.17MiB版本:v 0.9.74更新时间:2021-12-21
CertaLink puts your Pipedrive data right where you live - in Gmail.
Pipedrive in Gmail - CertaLink 的使用方法详解,最全面的教程
Pipedrive in Gmail - CertaLink 描述:
用户数:6
分类:生产工具插件
扩展大小:2.17 MiB
最后更新时间:2021-12-21
版本:v 0.9.74
Pipedrive in Gmail - CertaLink 插件简介:
这是来自Chrome商店的 Pipedrive in Gmail - CertaLink 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。
Pipedrive in Gmail - CertaLink插件下载方法/流程:
点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。
Pipedrive in Gmail - CertaLink插件安装教程/方法:
(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件
(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
(3) 打开扩展程序页面的“开发者模式”
(4) 将crx文件拖拽到扩展程序页面,
完成安装如有其它安装问题,
请扫描网站底部二维码与客服联系如有疑问请参考:
https://www.extfans.com/installation/Access your Pipedrive data where you live - in GMail.
CertaLink brings all your Pipedrive data into a dynamic GMail side bar. Click on an email and your Pipedrive data related to the sender is shown. Contact details, Activities and Deals.
GMAIL SIDEBAR
- Dashboard with "What's Next", "Todays Deals" and "Goals".
- Contact, organisation, deal and activity info displayed when you click an email.
- Add contacts, create activities and deals from Gmail.
- Pipedrive contact lookup.
ATTACH EMAILS TO PIPEDRIVE
- Attach received AND sent emails to Pipedrive contacts and deals.
- Select deal to attach emails.
NEW EMAIL CONTACT LOOKUP
- Search Pipedrive contacts when addressing new emails.
EMAIL TEMPLATES WITH PIPEDRIVE DATA MERGE
- Insert Pipedrive contact information into your emails using merge codes (e.g. {first_name}).
- Use merge codes with Gmail templates. HTML emails that retain formatting.









