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Email sync for Atlas CRM?

Does anybody know if Atlas CRM is able to sync with Gmail?  Considering using it as a CRM and need to have emails pulled into Company/Contact records in the CRM.

 

Thanks

1 answer

Hi Nick,

No, Atlas CRM does not have the ability to sync with Gmail yet. Communication with the customer is the next big thing we are going to tackle in Atlas CRM.

We're currently in the research and design phase for the communication features. We're interviewing users to find out how we can help them manage their communication in Atlas CRM. And we have started designing some possible outcomes for this functionality.

If you, or anyone else reading this post, would like to give us input on what this functionality should look like. Or if you want to receive updates when we are shipping a first version, feel free to create an issue in our JIRA Service Desk: https://avisi-support.atlassian.net/servicedesk/customer/portal/10

Cheers,
Maarten

Thanks Maarten

Hi Nick,

Our roadmap has changed after some recent developments. Gert-Jan wrote about some of it on our blog.

Communication has been pushed back to make room for a much needed architectural improvement which we named 'Unified Experience'. 

This improvement will solve a number of issues with the Confluence integration and improve the overall experience of the add-on. And it will make it much easier for us to build the communication functionality.

You can keep an eye on our roadmap here, or if you want us to keep you in the loop, send us a message in our service desk.

Hi, Maarten! Wondering if you have decided to completely go away from this feature of syncing mail into the Atlas CRM. We are currently deciding if we should switch to Atlas/Confluence to unify our entire company on the same platform.

Hi Scott,

We have made a first step in the direction of this functionality by adding comments to Atlas CRM. You can now place comments on companies, contacts and sales. These comments can include email, chat and phone conversations.

There is no active synchronization with email yet, so it's currently only possible to add this by hand. We know that this is not ideal, but it's the best we can do for now.

We hope to improve this in the future. We've experimented with a Gmail integration, but found that we were not quite ready to fully implement it. And ideally we would come up with a solution that works for other email providers as well.

Hi Maarten - I am using the comment feature now and it is a good improvement.

I would be very interested in a "BCC" email option that would intelligently place comments when I email a customer.

For example, if every AtlastCRM instance got assigned an email address for their company. Say, for AtlasCRM company "Acme Tires", AtlasCRM assigned the email "acmetires-comments@atlascrm.cloud". This email address would only be email-able BY Acme Tires registered users. And then anything emailed would AUTOMATICALLY be added as a comment to any contact that was in the "TO:" of the email.

Further example:

TO: bob@newtrucking.com

BCC: acmetires-comments@atlascrm.cloud

FR: jim_sales@acmetires.com

SUB: Follow-up on the sales discussion

BODY: Hey Bob, just following up - feel free to email or call me anytime!

This would then AUTOMATICALLY add this email content to the contact "Bob@newtrucking" in the Acme Tires AtlasCRM. 

I can then use this BCC address when I email everyone and it would automatically build comments in my CRM. That would be VERY helpful.

Like # people like this

Hi Jeff,

We have brainstormed about similar functionality back in 2017. Our idea was a bit different, but basically achieved the same result. Unfortunately we haven't made email integration our priority yet.

We constantly receive a lot of great feature requests and unfortunately we can't tackle them all at the same time. Email integration is not on our priority list for the near-future, but we can let you know when this changes. Contact us if you would like to be notified.

Hi Maarten thanks. Do you have a roadmap published with your current features identified for future release? It would be interesting to review where the product is heading.

That's a good question. We do have a public roadmap, but at the moment we mostly use it to indicate what we are currently working on.

The 'backlog' column is far from complete and, for example, does not contain email integration. Our actual backlog is so big that it doesn't make sense to make it public. Especially since we don't know if everything is technically possible and if/when we are going to build it.

So the best information you can gather from our roadmap right now is that we are working on a Server version of Atlas CRM and that we're working on a public API. It also indicates some of the work that we recently shipped. You can find the roadmap here: https://trello.com/b/E6lkHGdt/atlas-crm-public-roadmap.

Still nothing as far as Gmail integration for Atlas CRM? My company uses Confluence, and Jira, and it would make sense, but Gmail integration is key...so we'll probably go with hubspot unless comms integration is on short term release horizon? 

Like Samone Slaughter likes this

Hi Bryan,

Unfortunately we don't have a Gmail integration coming in the short-term release horizon.

Is there any upcoming integration that will leverage connecting email at all?  Even if just send an email?  Not having email connected to the CRM makes it difficult to be useful especially with a small company.

Hi Samone, we are not going to add email integration to Atlas CRM anytime soon. But we are exploring integrations with marketplace apps that provide email integration in Jira. Would that be an option for you? Are you using one of these apps already?

Hi,

 

Is there any news regarding integrating email into your solution or can it be done via a third party. Having conversations automatically populated is very much needed if we are to continue to use this app.

Hi Paul,

While we don't have short-term plans for automatically populating conversations, we do see the growing demand for such a feature. Could you share more information about your situation with us via email?

We are gathering information about expectations for such a feature and email providers that are being used.

Thank you,

Maarten

Hi Maarten, E-mail integration is becoming a very important feature in the customer day to day operation. 

I believe this could go in both ways, as for instance by adding a secific e-mail address in BCC to the e-mail going out to the customer,so it populates automatically the corresponding deal/customer communication tab on the tool. Additionally, it could allow sending e-mails directly from the tool to a specifc contact (manually or automatically).

It would be great, if you can provide some insights about the implementaion of such feature. It is the moment the main feature in our eyes that complete the ecosystem.

 

Cheers,

Ahmed

Hi Ahmed,

We agree that this would be a great addition to Atlas CRM, but we're currently focusing out efforts on other functionality. Email integration will not be coming to Atlas CRM in the near future.

Cheers,
Maarten

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