The Darzin Gmail add-on works very similarly to the supported Darzin Outlook add-in with some differences. Read on to see how it works and how you can set it up on your Gmail account.
Watch the demo of how we used the Gmail Add-on below or keep reading for a text guide
Individual users will not be able to find the Gmail add-on on Google Marketplace. You will need to seek out your Google Workspace (G-Suite) administrator first to install it and then they can install it domain-wide to each user.
Once your admin has installed the add-on to your Gmail, you can use it to save individual emails straight to your Darzin account following the steps below.
Saving a stakeholder and their email
Select an email in your Inbox or Sent items box that you would like to save to your Darzin account. Click on the Darzin add-on icon at the right-hand side of your email screen.
2. The dialog box opens on the right. If this is your first time using the add-on,
select the region your data is hosted, then use your login credentials to log in and authorize the add-on to connect to your Darzin account.
3. You first need to select if you intend to automatically save all future emails to and from this person or organization to your Darzin account or just this individual email.
4. The add-on box will now display information from the recipient as picked up from their email signature. You can edit these details and add in additional information. If this is the first time you're saving an email from this stakeholder, make sure you try and add in as much detail as you can, including contact group. If you know they are already in the system, don't add in additional information as the information you add will override current details in your Darzin account.
Once you click on save email, the add-on will search your Darzin account to see if the stakeholder already exists. If it does, this email will be attached to their record. If they don't exist, a stakeholder will be created, and this email will be attached to that record.
Once you have completed these steps and save your first email, simply click on the 'next' arrow in your Gmail to save the next email without any extra steps (make sure the Darzin add-on is still open)
Things to note
There are 4 messages that can be displayed once you have saved an email to your Darzin account.
This email has been saved in Darzin
This email has been saved automatically in Darzin
This email is scheduled to be saved automatically in Darzin
Add on is uploading messages and attachments to Darzin that were scheduled for autosaving. please wait
*Please read the message carefully as some emails take longer to save than others.