How to guide to use Gmail Addon with Vtiger CRM

Launch the addon sidebar by selecting the Smack Vtiger Addon. Note that you always see Open an email message whenever no email thread is open like below. This is not an error.

addon view if no email opened
  • Always select and open an email thread to see the results in addon.
  • Whenever an email thread is opened, addon will fetch and list all emails from thread header information
email thread view list of contacts
  • Note emails from mail bodies are skipped
  • Select an email from the list to load the details
  • If the email is already associated with vtiger, details are shown.
  • A list of all related modules are loaded
  • Select a module to load the info if any available in vtiger is shown as below image
  • You can also see for each email by selecting one by one.
  • Whenever an email is not associated with Vtiger CRM you can use the "Create New" option
  • Select a module from the drop down, Contact or Lead module and click create new
how to create new contacts in vtiger from gmail how to create new leads in vtiger from gmail
  • In the next step, module fields are loaded based on your selection
vtiger module loaded in gmail addon sidebar
  • Note, all mandatory fields are loaded in top section to improve usability
  • Fill all the required fields and click to save
  • You can see the results loaded