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Linking your Gmail to Tribe CRM allows you to save emails directly to relations and activities without leaving your inbox. This is useful when you want to keep communication history complete and up to date in one place. You would use this feature when working daily in Gmail and want to avoid manual copying or forwarding of emails. By following this guide, you will be able to link Gmail to Tribe and archive emails to relations and activities.
Table Of Contents
What Does Linking Gmail To Tribe CRM Do?
Why Or When Should You Use It?
Step By Step Instructions
Archiving Emails To Existing Relations
Archiving Emails To New Relations
Linking Emails To Activities
What Does Linking Gmail To Tribe CRM Do?
Linking Gmail to Tribe CRM adds a Tribe sidebar inside your Gmail inbox. This allows you to archive emails directly to relations and activities in Tribe. Emails are stored with the correct context, helping build a complete customer overview.
Why Or When Should You Use It?
You should link Gmail to Tribe if you regularly communicate with customers by email. It saves time, reduces manual work, and ensures important communication is always stored with the right relation or activity. This supports clearer follow-ups and better collaboration.
Step By Step Instructions
Close Gmail if it is currently open.
Open Tribe CRM.
Select Marketplace from the top-right menu.
Open the Email And Calendar tab.
Click the Gmail Add-in logo.
Select the link to open the Chrome Web Store.
Click Add To Chrome to install the extension.
Restart Gmail once the extension is installed.
After installation, the Tribe CRM Icon appears in the top-right corner of your browser.
Note:The Gmail add-in works through the Google Chrome browser and requires the Tribe CRM extension to be installed.
Archiving Emails To Existing Relations
Open Gmail and select an email you want to archive.
Review the Tribe CRM Sidebar, which opens automatically.
Confirm that the relation or organisation is recognised.
Click Commit Email to archive the email to the relation.
The email is now saved in Tribe CRM and linked to the correct relation.
Archiving Emails To New Relations
Open an email from a sender not yet known in Tribe.
Review the notification in the Tribe CRM Sidebar indicating no existing relation was found.
Select Create New Relation.
Review and complete the prefilled details, such as name and email address.
Click Capture Email to save the email and create the relation.
Did you know?
Tribe automatically fills in recognisable information from the email to speed up relation creation.
Linking Emails To Activities
Open the email in Gmail.
In the Tribe CRM Sidebar, select the Activity section.
Choose an existing activity or select Create New Activity.
Confirm the activity details.
Save the link to attach the email to the activity.
This allows you to connect emails to sales opportunities, projects, or other activities.
Quick Summary
Linking Gmail to Tribe CRM lets you archive emails directly from your inbox. You can save emails to existing or new relations and link them to activities. This keeps communication organised and builds a complete customer history within Tribe.