Gmail

With Gmail integration, you can send personalized email campaigns directly from 3sigma CRM using your Gmail account. This allows you to reach clients through automated workflows, send drip campaigns, and keep all your communication in one place—no need to switch between Gmail and CRM for your marketing and follow-ups.

Benefits of Gmail Integration in 3sigma CRM

1. Send Personalized Campaigns:

   • Use your Gmail account to send email campaigns that are tailored to specific clients or groups. 3sigma CRM makes it easy to keep your outreach relevant and effective.

2. Automate Follow-Ups with Workflows:

   • With Gmail connected, you can set up workflows that automatically send follow-up emails based on your CRM’s triggers, like when a new lead is added or a task is completed.

3. Run Drip Campaigns:

   • Drip campaigns are great for nurturing leads over time. With Gmail integration, 3sigma CRM can automatically send a series of emails to leads on your list, keeping them engaged without extra work from you.

4. Keep Everything in One System:

   • No need to toggle between apps. Manage emails and campaigns directly within 3sigma CRM, ensuring that all communications are easily trackable.

5. Centralized Email Tracking:

   • Keep everything in one place by tracking all your email activity within 3sigma CRM. View the entire timeline of emails and other interactions along with other CRM activites

How to Set Up Gmail Integration in 3sigma CRM

The steps to connect Gmail are similar to the calendar integration:

1. Log in to 3sigma CRM:

   • Go to web.3sigmacrm.com and sign in.

2. Open Integrations:

   • Select the Integrations tab.

3. Connect Gmail:

   • Choose Gmail from the list and click on Connect.

4. Grant Permissions:

   • Allow 3sigma CRM to access your Gmail account. This will let you send emails from within 3sigma CRM.

5. Start Sending Campaigns:

   • Once connected, you can send emails, set up automation workflows, and launch drip campaigns directly from your 3sigma CRM web app.

Managing the Gmail Integration

• Disconnect and Reconnect as Needed:

  • To refresh permissions or pause the connection, go to Integrations > Gmail and select Disconnect. Reconnect by following the same steps above.

With Gmail and 3sigma CRM connected, you can handle all your client emails from one place, making it easier to keep up with campaigns, follow-ups, and client engagement.