Gmail Extension Features






View Contacts on a Given Gmail Message:


  • Select a Gmail message and view a list of the Contacts included on the message:

  • When you select a Contact from the list, the extension will attempt to determine whether a Contact exists in your CRM using the same email address.

  • If a matching Contact exists, the Update Contact screen will appear. If the Contact does not exist in the CRM, the Create Contact screen will appear.:




Adding Contacts to your CRM:






View the User Assigned to the Contact in your CRM:





Update Contact Status in the CRM:





Log an Email Message as a Note:





Adding and Removing Tags:


  • Start typing a tag name into the field provided, choose a tag to add it to the contact, click the X next to the tag name to remove the tag:




Click to Call the Contact:


  • Hover your mouse over the phone icon to see the phone number.

  • Click the button to start any available calling software accessible to your device and Browser:




Click to View Contact in the CRM:





Log Email Message as a Note in the CRM:





View Open Tasks Related to the Contact:





Getting Started with the Gmail Extension


BoomTown CBX Demo


Follow Up Boss CBX Demo


Firepoint CBX Demo