LeadSquared CRM for Gmail

The LeadSquared CRM for Gmail Chrome Extension allows you to track your Email and leads in LeadSquared. If an Email is from a new prospect, the extension creates a corresponding new lead in your LeadSquared system.

Use

  • Create leads from Email which is not present in your LeadSquared system.
  • Create activities for prospects and existing leads from Gmail.
  • Create Follow-Up tasks for leads from Gmail.
  • Send trackable Email to leads and prospects from Gmail.

Procedure

To install the LeadSquared Chrome Extension:

  • Click the URL given below. The LeadSquared CRM for Gmail pop-up box appears.

https://chrome.google.com/webstore/detail/leadsquared-crm-for-gmail/kckckmdbehbgjbigaamffmkojidfeeii 

add-to-chrome

  • Click ADD TO CHROME. 

Once the installation is complete, follow the below steps:

  • Log on to your Gmail account using your credentials. The below pop-up box appears.

accesskeyentry

Note: If you are already in  your Gmail inbox, please refresh in order for the above pop-up box to appear.

If the pop-up box does not appear, click Login to LeadSquared on top to enter the LeadSquared Access Key and Secret Key.

Once this step is completed, go to any Email.

You can see that the highlighted features are now available in your Email. They are explained below:

1. Track in LeadSquared

This feature allows you to add Email as leads which is not present in your LeadSquared system.

  • Click Track in LeadSquared. The contact is added as a Lead in your LeadSquared system.

leadadded

  • Click View lead in LeadSquared to view the details in the Lead Details window. The Email activity is also added to the Activity History pane of the Lead Details window.

activityadded

Note: If the Email contact is already existing in your LeadSquared system, Track in LeadSquared is not available. Instead the details of the lead is displayed on the right side of the Email.

2.LeadSquared Activity

This feature allows you to add activities. If the lead is not present in your LeadSquared system, the Lead is created in your system and the activity is created under Lead Details.

activities

The following activities are available under Lead Activity:

  • Negative Response to Email
  • Neutral Response to Email
  • Inbound Lead through Email
  • Positive Response to Email
  • Unsubscribed

3.Add Task

This feature allows you to schedule tasks to the Lead from the Email.  The lead should be tracked and added as a Lead in your LeadSquared system prior to add a task. Else, the below highlighted error message appears.

error

You can add the following tasks to the lead from the Email which is captured in the Lead Details window of the corresponding Lead:

  • Follow-Up
  • Meeting
  • Phone Call

You can also create custom Task Type from the Tasks section of your LeadSquared system which is added to the Tasks list in the Email. For more information on creating custom Task Type, refer to Managing Task Type.

4.Send Trackable Email

This feature allows you send Trackable Emails from your Email. The Email Open event is captured in the Lead Details window of the corresponding lead if the Lead is existing in your system. If the Lead is not present, it is created and then the Email Open event is captured in the Lead Details window.

To do this:

  • While sending a new Email or sending a reply, use the LeadSquared Send button highlighted in the below image. This allows you to send Trackable Emails.

trackable-email

Note: Sales Users/Managers are not authorized to view or track the Leads created by Administrator users.

In order to remove the LeadSquared CRM for Gmail extension from Google Chrome:

  • From Google Chrome, go to Settings -> Extensions and remove.