> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on.md).

# Getting started with Yoxel Google Workspace Add-On

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

* [Installing Yoxel Google Workspace Add-On ](https://yoxel.gitbook.io/yoxel-docs/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on/installing-yoxel-google-workspace-add-on)

2\. Follow the login prompts to activate the app.

* Log into your Salesforce account

<figure><img src="/files/S5cKOL3BHug4TjDVc5R8" alt="" width="294"><figcaption></figcaption></figure>

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.

<figure><img src="/files/eQrXTAoYSdovNboA0CmN" alt="" width="296"><figcaption></figcaption></figure>

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

<figure><img src="/files/SZlGNC7xxFjprZvOru0b" alt="" width="307"><figcaption></figcaption></figure>

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.

<figure><img src="/files/TegXXnKnBl5dYUh4RCLL" alt="" width="297"><figcaption></figcaption></figure>

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

<figure><img src="/files/mJLUfGwyn9goO5AkYsgo" alt="" width="297"><figcaption></figcaption></figure>

<figure><img src="/files/aAgwrKqaHJHF8hANfhcp" alt="" width="290"><figcaption></figcaption></figure>

7\. Create and save templates to reuse again.

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

<figure><img src="/files/Rf3yQBatIdxgeHoPhnhk" alt="" width="292"><figcaption></figcaption></figure>

<figure><img src="/files/nvVj7Cx2AC178apKMrTx" alt="" width="290"><figcaption></figcaption></figure>

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

<figure><img src="/files/n7tyoXFaciOnDpCu0Uz3" alt="" width="292"><figcaption></figcaption></figure>

Select a template:

<figure><img src="/files/4Dqq0p3KJX1N8q8XiRpM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9532WFM4d9vJVF11MDm6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vfRKCf4rdjkNCVyePhDC" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="/files/ZzbL3PviLSiUxFGux02C" alt="" width="294"><figcaption></figcaption></figure>

<figure><img src="/files/Is3xg2PtAL2AVBN6lNE9" alt="" width="287"><figcaption></figcaption></figure>

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

<figure><img src="/files/jrvkN2TyukZ8MNEPrVY6" alt=""><figcaption></figcaption></figure>

Choose an event type to add its link to your email.&#x20;

<figure><img src="/files/EqzGOuueespBGVICevu0" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/G5QBNk3609PGoBKrralx" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/gqG5UZi8ZtZWzJjZlnPM" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/zOelTJ4WXWnXUfkCQxc8" alt="" width="300"><figcaption></figcaption></figure>

<figure><img src="/files/xhwBDoyztuLCoc6dd6tI" alt="" width="305"><figcaption></figcaption></figure>

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<figure><img src="/files/H6CzDNJ9wq73DJ7vO5DK" alt="" width="375"><figcaption></figcaption></figure>