Pricing:
There is a FREE Pro version of the CBX Gmail Extension.
Features by Plan Type:
*Available where supported by APIs of the connected application.
Contact:
|
FEATURE |
PRO |
|
Create Contact |
✔️ |
|
Update Contact |
✔️ * |
|
Search Contact by Email |
✔️ * |
|
Search Contact by Name |
✔️ * |
|
Open in CRM |
✔️ |
Status:
|
FEATURE |
PRO |
|
View Contact Status |
✔️ |
|
Update Contact Status |
✔️ |
Lead Source:
|
FEATURE |
PRO |
|
View Contact Lead Source |
✔️ |
Assignment:
|
FEATURE |
PRO |
|
Get Assignment |
✔️ |
|
Add Assignment |
✔️ * |
|
Change Assignment |
✔️ * |
Notes:
|
FEATURE |
PRO |
|
Create Note |
✔️ |
|
Log Email |
✔️ |
Tasks:
|
FEATURE |
PRO |
|
View Open Tasks |
✔️ |
|
Complete Task |
✔️ |
|
Create Task |
✔️ * |
|
Update Task |
✔️ * |
|
Reassign Task |
✔️ * |
Call Log:
|
FEATURE |
PRO |
|
View Call Logs |
✔️ * |
|
Create Call Log |
✔️ * |
Tag:
|
FEATURE |
PRO |
|
View Org/Account Tags |
✔️ * |
|
Add Contact Tags |
✔️ |
|
Remove Contact Tags |
✔️ |
Action Plans:
|
FEATURE |
PRO |
|
View Plans and Days to Next Step |
✔️ * |
|
Add Contact to Plan(s) |
✔️ * |
|
Pause Plan |
✔️ * |
|
Remove Contact from Plan |
✔️ |
Deals:
|
FEATURE |
PRO |
|
View Deal on Contact |
✔️ * |
|
Add Deal to Contact |
✔️ * |
|
Update Deal |
✔️ * |
Setup: CBX
Using the Gmail Extension
