Gmail Integration with Kylas CRM: A Step-by-Step Guide

Overview

Connecting Gmail with a Kylas sales CRM can save time and increase efficiency by automating tasks such as lead capture, contact synchronization, and email tracking. It also allows sales teams to access up-to-date customer data for more informed communication and a streamlined sales process. Additionally, by reducing manual data entry and streamlining workflows, connecting Gmail with a Kylas sales CRM can increase sales team productivity, ultimately leading to more successful sales.

How will it work?

Install the app:

Click on the ‘Gmail’ tile. This will open the Gmail authentication window.

Signup and Sign in

Complete the Gmail authentication process and you will see your Gmail account connected with Kylas CRM.

How to send emails to leads/contacts from Kylas CRM

Login to Kylas and Navigate to any Lead/Contact details page. Click on the email icon on the Lead/Contact/Deal details page.

After step 1, the email composer will be opened with the name of lead/contact/contacts associated with the deal auto-populated in the To section.

Draft the message to be sent to the recipient. Add/remove recipients in To, Cc, or Bcc sections; if necessary.

The send button will become active when there is at least 1 recipient for the message. Click on the Send button, to initiate the email sending process.