How to Integrate Gmail and simPRO

Overview

Through the simPRO Gmail Integration extension, you can easily add emails as notes to customers, leads Enterprise Only, quotes and jobs, without needing to leave your Gmail screen.

Once added to your Google Chrome browser, simPRO automatically recognises the email sender if their contact information is saved in simPRO.

Gmail integration is exclusive to only to the Google Chrome. Other browsers are not supported.

Up to 1000 characters of an email save as a plain text note.

To use this app, your email account must be the email address saved in your employee card file in simPRO.

Google integration is only available for businesses using G Suite that are on public cloud infrastructure, not on private clouds. Please consult your internal IT support for more information.

This step can only be performed by your G Suite administrator. If you are the administrator, please follow our Integrate Gmail: Administrator's Guide to install simPRO Gmail Integration.

If you are using the Gmail Integration Gadget, contact your G Suite administrator to uninstall the Gadget and install the current Extension.

A screenshot of the simPRO Gmail Integration login page.

To log in to simPRO Gmail Integration through your Gmail account for the first time:

  1. Log into Gmail and open an email.
  2. Above the email, the simPRO logo is visible. Click the logo to sign in.
  3. Click Sign in with Google.
  4. Enter your Company Identifier. This is the section of your simPRO URL that comes after https:// and before simprosuite.com.
  5. Enter your simPRO Username and Password.
  6. Click Login.

After completing this process once, you subsequently only need to click Sign in with Google to log in.

A screenshot of an email attached as a note.

To attach an email as a note:

  1. In the simPRO Gmail Integration app window at the side of the email, click Attach Note.
  2. Select whether to attach the note to a Customer, Lead Enterprise Only, Quote or Job.
  3. Search and select the customer, lead Enterprise Only, quote or job.
  4. Click Finish.

That email then appears as a plain text note in simPRO.

You also have the ability to Change Customer as required.

Email attachments, or images embedded in the email, do not save when you save a note. You need to manually drag and drop them into the simPRO project's Attachments tab as an attachment if required. Learn more in How to Use Attachments.

A screenshot of saved notes in a quote.

To view attached email notes:

  1. In simPRO, open the customer, lead Enterprise Only, quote or job the email was attached to.
  2. If viewing a quote or job, go to Details > Summary > Activity > Timeline; if viewing a lead Enterprise Only or customer, go to the Notes tab.
  3. Notes appear in chronological order. Click a note to view more details or to edit it.

If you view an email from someone whose email address is not saved in simPRO, you can create a new lead Enterprise Only or new contact through the simPRO Gmail Integration app.

A screenshot of the Customer not found prompt.

If simPRO does not recognise a sender's email address, you have the option to create a new lead Enterprise Only / customer simPRO Service only. using their email address, depending on whether you are using simPRO. Some fields automatically populate using email content.

A screenshot of a new lead created from an email address.

To create a new lead Enterprise Only or customer through Gmail:

  1. In the simPRO Gmail Integration app window to the right of the email, click Create New Lead
  2. Enter and adjust details as required. The email address cannot be adjusted.
  3. Click Send.

The new lead Enterprise Only is established in simPRO, and the email saves as a note on that lead Enterprise Only / customer simPRO Service only..

You can create a new contact for an existing customer using a sender's email address, if simPRO does not recognise their address. Some fields automatically populate using email content.

A screenshot of a new contact created from an email.

To create a new contact for a customer through Gmail:

  1. In the simPRO Gmail Integration app window to the right of the email, click Create New Contact.
  2. Search and select the customer to associate this contact with.
  3. Enter and adjust contact details as required.
  4. Click Send.

The new contact is added to the selected customer's card file in simPRO, and the email saves as a note on that customer.