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Salesforce Sync
  • Getting started with Yoxel Sync
  • Getting started with Yoxel Add-Ons
  • Getting started with Yoxel Signals
  • YOXEL SYNC
    • Yoxel Sync - Custom sync solution for Outlook and Gmail
    • Installing Yoxel
    • Adding and removing users
    • Change log
    • Yoxel Sync admin configuration
    • Testing Yoxel Sync (for admins)
    • Managing Yoxel Sync users
    • Adding Yoxel Sync tab (Lightning)
    • Adding Yoxel Sync tabs (Classic)
    • Activating admin approved pre-authorizations mode
    • Authorizing Yoxel to access Outlook (MS Exchange)
    • Enabling users to access Yoxel
    • How do I cancel my subscription?
    • How to purchase Yoxel licenses?
    • Migrating Yoxel to another Salesforce instance
    • Setting up G Suite service account
    • Uninstalling Yoxel
    • Upgrading to the latest version of Yoxel
    • Why am I email-notified about Yoxel Sync status?
  • YOXEL ADDONS
    • Yoxel Outlook and Gmail addons
    • Installing Yoxel Outlook add-in (for all users)
    • Installing Yoxel Outlook add-in (for yourself)
    • Installing Yoxel Gmail plugin
    • Activating Yoxel Salesforce Add-on
    • Activating Yoxel Sync from the add-on
    • Logging email to Salesforce
    • Home Page: People List and Views
    • Follow-Up robot
    • Email Tracking in Yoxel Add-ons
    • Quick-create a new lead, contact, opportunity, task, case
    • Use your Salesforce lists/views
    • Getting started with Yoxel Google Workspace Add-On
      • Installing Yoxel Google Workspace Add-On
  • YOXEL SIGNALS
    • Configuring Salesforce Flow signals
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  1. YOXEL ADDONS

Getting started with Yoxel Google Workspace Add-On

PreviousUse your Salesforce lists/viewsNextInstalling Yoxel Google Workspace Add-On

Last updated 4 months ago

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1. Install Yoxel Gmail Add-on (native):

2. Follow the login prompts to activate the app.

  • Log into your Salesforce account

3. Yoxel Add-On surfaces relevant CRM data so you can craft the perfect response without leaving Inbox. On every email see contact details, related CRM records, upcoming and recent activities. Select an email/thread to view in Gmail and the add-on will surface a relevant CRM lead or contact.

4. Go to the 'Home' page to see all related CRM objects or log the email.

5. In the addon's menu you can find the options to create a new CRM record, go to the home page, configure the scheduler and templates, and manage other settings.

6. Create and edit CRM records (Lead, Opportunity, Contact, Account, Case).

7. Create and save templates to reuse again.

  • "Email templates" should be activated in the settings first.

On a contact or lead page click "Reply using template".

Select a template:

Also, you the templates are available in the compose (new email ) and reply modes:

8. Configure multiple availability profiles (event types) and share your availability by inserting customizable links right into email.

  • "Calendar scheduler" should be activated in the settings first.

To organize meetings, use the scheduler. Press reply in the email and select Yoxel Add-on.

Choose an event type to add its link to your email.

The link takes the email recipient to your meeting scheduling page:

Once a meeting is booked it will appear on your Google Calendar and the recepient will receive an invitation.

9. Take advantage of our mobile app. No separate installation is required! Use all available features from the browser version: log emails, share availability and book meetings, write Faster with templates, instantly view relevant CRM data.

Installing Yoxel Google Workspace Add-On