Chrome Extension

The OnePageCRM Chrome Extension allows you to create contacts in just one click from a profile on Twitter, Facebook & XING or from your mailbox in GmailInbox by Gmail and Outlook.com (including Hotmail & Office 365), switch between multiple OnePageCRM accounts (without the need to log out of your browser) and get browser notifications for time specific Next Actions.

In this article:
Install the Chrome Extension  Create contacts in your account
Switch between multiple accounts Get browser Notifications

How to install the Chrome Extension

Open your OnePageCRM application in Chrome and follow the instructions set out below:

1
Go to  Apps 

→  All Integrations  →  Lead Generation Apps → click Chrome Extension 

2
On the Chrome Extension page →  click Install
3
In the dialog box that appears, click " Add OnePageCRM Chrome Extension".
4
In order to connect it to your account, you must sign into your OnePageCRM account. Note: This is required in order to activate the extension. 

Create contacts in your OnePageCRM account with the Chrome Extension

1
Highlight the contact details  → click on the OnePageCRM logo on the top right of Chrome's address bar. 
2
The details highlighted that correspond to a contact field are recognized and are clipped in the Chrome Extension. The following fields are recognized:
  • First Name 
  • Last Name 
  • Email Address 
  • Organization name 
  • Social media links/ website URLs

Note: Information that doesn't correspond to any field will be added in the contact background.

3
Click Save to add the contact to your OnePageCRM account.
4
When the contact is saved, you get a message "Success! Contact added to OnePageCRM". To open the contact in OnePageCRM click on the View Contact button.
5
The Chrome Extension also allows you to quickly create contacts when:
  • viewing an email in Gmail, Inbox by Gmail & Outlook (Outlook 365 and Hotmail)
  • viewing a profile in Twitter
  • viewing a profile in Facebook
  • viewing a profile in Xing

Click on the OnePageCRM logo on the top right of Chrome's address bar.

6
In the pop-up, details of the contact are displayed and enhanced (if available) using the services of  Full Contact. You have the option to edit the contact and update the fields, assign an existing OnePageCRM tag or create a new one.  Note: A Next Action for this lead is also pre-populated and scheduled for the following day.
7
Click Save to add the contact to OnePageCRM.
8
When the contact is saved, you get a message "Success! Contact added to OnePageCRM". To open the contact in OnePageCRM click on the View Contact button.
9
Once a contact is saved, the OnePageCRM logo will display a tick symbol depicting that the contact already exists in OnePageCRM.

Note: The new  contact will appear in your Action Stream as there is a Next Action set by default.

How to switch between multiple OnePageCRM accounts

1
Click on the OnePageCRM icon to the top right of Chrome's address bar.
2
To add another company, click +Add Account.  
3
Click on the company you wish to switch too. Note: The account listed on top will be the account which you're viewing on screen. 
4
To find out more about the Account Switcher, click here.

Get browser notifications for time specific Next Actions (Chrome only)

1
Ensure the Chrome Extension is installed and you are using Chrome.
2
If you have set a Next Action set with a time, the extension will display a pop up to show you when a Next Action is due. (Note: the pop up notification will only display for a few seconds).
3
To set a Next Action with time see here.   

NOTES

  • If you signed up for an account with Google initially, then in order to sign into the OnePageCRM Chrome extension, you must first create a password. 
  • Contacts created from Gmail, Inbox by Gmail, Twitter, Facebook, Outlook.com, Outlook 365, Hotmail and  or XING are automatically assigned status "Lead", lead source by default of Gmail,Twitter, Xing or Outlook.com and the owner is the signed in user. 
  • If the contact already exists in OnePageCRM, you have the option to open that contact directly.
  • For uninstall instructions visit this help article.

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