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Create new contacts & companies from Gmail
Create new contacts & companies from Gmail

Create new contacts & companies from your Gmail inbox

Eve Whyte avatar
Written by Eve Whyte
Updated over 3 years ago

Save time by creating new contacts and companies directly from your Gmail inbox with follow up activities to win the business

Click here to download the Gmail add-in

Compose an email to your contact person if the email address doesn't exist in Exsalerate you will be prompted to add the contact to an existing company

Or

Create a new company/client profile associated with the contact's email address in Exsalerate which then appears as a new lead in your sales pipeline

Exsalerate has created a new client profile in Exsalerate: Cool Logic, the contact is Bob Mcstuffins which now appears as a new lead in the sales pipeline

Only click Create and not send if you only wish to create a new client profile

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