Download the Gmail add-in from the Chrome Web store so you can: 

  • Add new companies to your pipeline. 

  • Create follow-up activities. 

  • Add new people/contacts to existing companies. 

  • Choose the company your email is saved to (if the person is saved against multiple companies in Exsalerate). 

  • Record the type of email you're sending. 

  • Save attachments to the documents tab in Exsalerate.  

Head to the Chrome Web store, search for Exsalerate then add it to Chrome 

Click add extension

The Exsalerate Add-in is now installed and you can click the icon to show the extension

Close Gmail and re-open

Compose a new message and you will then be asked to configure your Exsalerate Connection

Now enter your Exsalerate user name and password

Next, choose your default email activity type and follow-up activity type

Choose whether you wish Exsalerate to automatically create a follow-up activity every time you send an email.

Click save and continue 

Sending An Email from Gmail:

Type the Email Address in the 'to' field, compose the email, and at the bottom of the page Exsalerate will start to match the contact (email address) to a company if it already exists.

The Company Name pre-populates & you choose the Email Activity Type that relates to the outgoing email (these options are drawn from your Exsalerate account).

Exsalerate will ask if you would like to create a Follow-up Activity so check or un-check the box choose the type of Follow Up Activity and set the date and time

When sending the email you can copy Exsalerate or not:

Email to Exsalerate and the person

Email but NOT to Exsalerate.

If the company does not exist in Exsalerate you can add them from your inbox as per the below:

Note: The Gmail extension will only record the email against the 1st contact in the address field, not multiple contacts.

Did this answer your question?