# 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FsgbxiHH69kqtutEHmxel%2FMonosnap%20Inbox%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2016-51-48.png?alt=media&#x26;token=f6baca88-a339-4198-9b47-88e267156d29" alt="" width="288"><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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FIPzhjailmAWsuS3LlZ4x%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-19-23.png?alt=media&#x26;token=79729d9a-b027-4cbb-8f18-cd269499c1f6" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2Fg78s8R7QckrILENB6zvS%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-23-11.png?alt=media&#x26;token=acbf75bd-c712-4ba7-a6cf-1032425f3268" alt="" width="297"><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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F85kdArPSxKHiO1LTPpJA%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-24-11.png?alt=media&#x26;token=28f79ccf-bc3c-42a3-80dd-1f23f0e10d33" alt="" width="291"><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FlQhQ9tWO3m4ogkiVNEGx%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-25-34.png?alt=media&#x26;token=60d3745a-0b70-49b0-a44b-6f20137deaeb" alt="" width="296"><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FKCQA6kutRVi8pKvgoxKf%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-27-24.png?alt=media&#x26;token=011e0b40-4606-4da5-950c-9dd926905dcd" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2Flk8rio54QHqoiXU8nOAG%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-28-51.png?alt=media&#x26;token=6fe9027b-d281-4757-a5d8-f7d58232107d" alt="" width="291"><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FLnmRKSxpjtwEzr5u2Gl2%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-30-30.png?alt=media&#x26;token=99d166bc-6b0a-4def-a7b2-c3fbcd766496" alt="" width="290"><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FPSGG4slfnnhmSugqsk1v%2FMonosnap%20HI%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-36-20.png?alt=media&#x26;token=18421998-93e8-454a-b03c-21fbdf962385" alt="" width="292"><figcaption></figcaption></figure>

Select a template:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FuNaA8EGAzHBguSclKNgi%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-42-24.png?alt=media&#x26;token=ab63eff9-69e3-4053-b70a-8623d3707fce" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FLuS49mJBOsaxRB9O4xdW%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-44-20_2.png?alt=media&#x26;token=d02eedc6-2603-4922-b94e-bd41cf8a4fd8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F7eYeJq0qk4HXPgLPLjN3%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-47-29.png?alt=media&#x26;token=d6994022-fd7d-4957-b438-72d4893d4236" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2Fl5IYcqisZmxy72nh14Gj%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-48-57.png?alt=media&#x26;token=c8926256-9ae6-4c1c-a965-073c571e02ec" alt="" width="293"><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2Fi6GLEk8JhPhfzPDECZUK%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-50-50.png?alt=media&#x26;token=ef6aa9b6-9b2d-42e5-ba4b-a2c112bcb744" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FViWYkwZHZSp4FYj75w76%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-52-24.png?alt=media&#x26;token=9c85b002-dbb2-425f-a153-4de7ebd12dfd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FRqQqnpyuJrDKCKoTcAv0%2FMonosnap%20Hello%20Mark%20Land!%20-%20yuliia%40yoxel.com%20-%20YOXEL%2C%20Inc%20Mail%202024-12-19%2022-54-14_2.png?alt=media&#x26;token=71072257-e619-4ea6-a903-b860b4ac335a" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FqoGxJF5BsOc4ibnbq7qh%2FMonosnap%20Booking%202024-12-20%2012-59-02.png?alt=media&#x26;token=2db7d8e9-1d19-4ba6-8819-a3046439eebf" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F4wv5MuiSWPNTgpHjmqkL%2FMonosnap%20YOXEL%2C%20Inc%20-%20Calendar%20-%20Thursday%2C%20December%2026%2C%202024%202024-12-20%2013-03-45.png?alt=media&#x26;token=d59e3ff6-6978-401f-8f4e-9714b7e35625" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F3voknrVUKYPfR1p6c38y%2Fimage.png?alt=media&#x26;token=9222d356-9f12-4596-9ca7-bdca8d02e726" alt="" width="300"><figcaption></figcaption></figure>

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<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FlTxL5sX9UkJbyZYhO6gE%2Fimage.png?alt=media&#x26;token=f8a3a8df-ff6c-466e-94f2-6fc6fae796b0" alt="" width="375"><figcaption></figcaption></figure>

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