by CRM Ninjas
Gmail Ninja seamlessly integrates your Gmail inbox, Calendar, Contacts and Email History into your SuiteCRM. Optimize your inbox with Gmail Ninja, a powerful solution to better Manage Sales, Improve Team Productivity, and Keep Communication all in One Place.
Free 30 day trial
About
Docs
Installation Guide
User Guide
About
Sync your SuiteCRM with Gmail using Gmail Ninja
Configure SuiteCRM to synchronize Gmail Calendar invites, Contacts and Leads, and Email History. Stay focused on work with this convenient solution that helps you better manage your sales communications by keeping everything centralized within your CRM.Key Features
- Easily continue conversations when transitioning between accounts.
- Perform quick email lookups without having to manually search through threads via Gmail.
- Automatically load all google meetings onto their SuiteCRM calendar.
- Record and relate data between SuiteCRM and Gmail. Choose our sync “both ways” option and have all the information you need at all times – whether you’re using your phone on the go, or working from the office.
Benefits
- Manage sales communications all within CRM by centralizing email history and calendar invites
- Make updates to calendar invites in CRM and see the changes synchronize to Gmail
- View if a contact or lead read your email within a designated subpanel in SuiteCRM
- Sync email history and relate to the contact in SuiteCRM for quick lookup without having to search through Gmail for an email trail
- Sales can easily pick up a conversation where it was left off when transitioning accounts
- Knowledge continuation by viewing all the email history across the lead of contact
1. Sync Contacts or Leads from Gmail
Sync your Contacts or Leads from Gmail and have a universal view of the Gmail Calandar activities and Email History within the record. The sync also captures basic information from the Google Contact such as Job Title, Mobile number, Name, Email, and Description.
2. View your calendar invites from Gmail in SuiteCRM
Synchronize your calendar history across Gmail and SuiteCRM, or choose between syncing one way from Gmail to SuiteCRM, or SuiteCRM to Gmail.
3. View email history with your Contact and Lead
Under the Contact or Lead record, you can view the historical email history, new emails sent from and to that specific contact/lead, and if the email was read and unread.
Click the subject in the subpanel and read the email text.
View Pricing
* Free 30 day trial
Docs
Sync your SuiteCRM with Gmail using Gmail Ninja
Configure SuiteCRM to synchronize Gmail Calendar invites, Contacts and Leads, and Email History. Stay focused on work with this convenient solution that helps you better manage your sales communications by keeping everything centralized within your CRM.Key Features
• Easily continue conversations when transitioning between accounts. • Perform quick email lookups without having to manually search through threads via Gmail. • Automatically load all google meetings onto their SuiteCRM calendar. • Record and relate data between SuiteCRM and Gmail. Choose our sync “both ways” option and have all the information you need at all times – whether you’re using your phone on the go, or working from the office.
Benefits
- Manage sales communications all within CRM by centralizing email history and calendar invites
- Make updates to calendar invites in CRM and see the changes synchronize to Gmail
- View if a contact or lead read your email within a designated subpanel in SuiteCRM
- Sync email history and relate to the contact in SuiteCRM for quick lookup without having to search through Gmail for an email trail
- Sales can easily pick up a conversation where it was left off when transitioning accounts
- Knowledge continuation by viewing all the email history across the lead of contact
Select your organizations sync preferences
With Gmail Ninja, you can select which way your records sync (Both ways, Suite to Gmail or Gmail to Suite) and if they should sync as Leads or Contacts.
Sync Contacts or Leads from Gmail
Sync your Contacts or Leads from Gmail and have a universal view of the Gmail Calandar activities and Email History within the record. The sync also captures basic information from the Google Contact such as Job Title, Mobile number, Name, Email, and Description.
View your calendar invites from Gmail in SuiteCRM
Synchronize your calendar history across Gmail and SuiteCRM, or choose between syncing one way from Gmail to SuiteCRM, or SuiteCRM to Gmail.
View email history with your Contact and Lead
Under the Contact or Lead record, you can view the historical email history, new emails sent from and to that specific contact/lead, and if the email was read and unread.
Click the subject in the subpanel and read the email text.
View Pricing
* Free 30 day trial
Installation Guide
Easy Installation for Admins
- Manage sales communications all within CRM by centralizing email history and calendar invites
- Make updates to calendar invites in CRM and see the changes synchronize to Gmail
- View if a contact or lead read your email within a designated subpanel in SuiteCRM
- Sync email history and relate to the contact in SuiteCRM for quick lookup without having to search through Gmail for an email trail
- Sales can easily pick up a conversation where it was left off when transitioning accounts
- Knowledge continuation by viewing all the email history across the lead of contact
Permissions Set Up
If you are getting the following errors, then there is something wrong with your Permission Set Up.– There is no action by that name: authGoogle
– 404 not found
– Invalid package
– No manifest found’
Wondering how to fix this? It’s easy, and there are two ways to do it:
1. Go to admin screen and click on Upgrade Wizard
After that click next and you must see this message
2. Technical way to set permissions.
On file system make sure , user/group ownership is with correct access Ex: in this case www-data is a user and group with read/write privileges and files/folders have correct permission set 775.- Below commands can help you setting good permissions from the command line.
- sudo chown -R www-data:www-data.
- sudo chmod -R 755 .
- sudo chmod -R 775 cache custom modules themes data upload
- sudo chmod 775 config_override.php 2>/dev/null
You may also check the documentation we made just for you to make it easier to complete the set up.
Configuration (Setup of Sync Configuration)
An Admin user will setup how the synchronization works universally in SuiteCRM:- Go to the Administrative section of SuiteCRM and scroll down to the Ninja Gmail Sync Configuration.
- Configure the Modules to Sync to these options:
Scheduler Set Up
Scheduler settings determine how often the synchronization should happen between Gmail and SuiteCRM.- Go to the Scheduler section in Admin.
- Review the two schedulers for the Gmail Sync to be Active: • Sync Google Calendar Ninja: Set to Active and configure to run every 15 minutes. • Sync Google Contacts Ninja: Set to Active and configure to run every 15 minutes.
User Guide
Connecting your Gmail Account
Each user can configure their Gmail username and password in their User profile.
- Go to your user Profile located on the top right of your screen.
- Save your profile and view the page in Detail View.
- Click the Google Settings button.
- Enter your email address.
- Click Save.
- You will be redirected to a Google Authentication page and select your email.
- Select Allow under Gmail’s Authentication page.
- Your credentials are synced.
Contacts/Leads Synchronization
Synchronization Prerequisites of Contacts or LeadsThis plug in allows you to synch your contacts in Gmail to SuiteCRM as a Lead or Contact. You may check it with your organization which way the records are synching over before you proceed. Here are the options you have:
– Both Ways
– CRM to Gmail
– Gmail to CRM
Existing Contacts/Leads:
All Contacts/Leads within your Gmail and CRM will sync once the sync is activated.
a. To view your Contacts in Gmail, go to your Gmail account and select the Contacts Icon:
b. The sync will pick up existing contacts.
c. Go to the Contacts or Leads module, and check if your existing Contacts/Leads have synced over from Gmail.
New Records
a. Create a Contact or Lead in Google Contacts.
b. Check in SuiteCRM for the record under the lead and contact.
Using Gmail Ninja for Email History
The email history associates to the contact or lead record.1) To view the email history, select a Contact or Lead and scroll down to the Email Trails Subpanel.
2) The Email History options include the following details.
- Ability to click the subject to review the entire email.
- Date Received
- Review From whom the email initiated from.
- Review to who the email went to.
- Status: If the email was read or unread.
- Direction: The direction is incoming if the logged in user received the email and it is outgoing if the logged in user sent the email.
Using Gmail Ninja for Calendar Invites
Synchronization Prerequisites of Calendar Invites:- Check with your organization admin which way the invites are syncing over. (Both Ways, CRM to Gmail, Gmail to CRM)
- The synchronization picks up 3 months of calendar invites at a time.
- All existing invites will sync over once the configuration and user profile is connected.
Existing Calendar Invites:
a. To view existing calendar invites in Suite CRM from Google Calendar, go to Gmail and select the Google Calendar feature.
b. View a Calendar Invite in Google:
c. To view the same invite in Suite CRM, hover over to the same date and time and you will be able to view the calendar:
New Calendar Invites
a. Create a Calendar invite in Google Calendar.
b. Check in SuiteCRM for the record in the Calendar and Meetings Module.