CBX and Gmail Extension

Unique Features and Limitations

Written by Amanda | Jun 14, 2022 9:56:57 PM

 

 

 

 

Unique Features and Limitations:

 

  • A lead's name and email address are required to add a new contact.

  • Contacts are automatically assigned to the agent creating them.

  • Status and Source are required when adding a contact.

 

BoomTown:

 

  • Ability to show two assigned agents (Buyer/Seller).

  • This integration requires the BoomTown subscription plan of Grow or Advanced.

 

Follow Up Boss:

 

  • You must retrieve your Admin/Owner API Key.

  • This integration cannot give a list of tags.

  • You have to assign your Source and Status after you add a contact. In other words, you cannot add a Source and Status while you are adding a lead.

 

Firepoint:

 

  • You must retrieve your Admin/Office API Key.

  • Once a task is created, it cannot be edited or closed.

 

 

Getting Started with the Gmail Extension

 

Manage Gmail Extension Users

 

Install Gmail Extension

 

Setup: CBX