The Contact Record section is related to the CRM Application.  From here you can customise how the Contact Record information appears within Google Mail Email Thread.

Load Contact Record Details

Load Contact Record Details when Email is Shown – This will load the Contact Record details when the Email is viewed.  It is turned on by default.

Load Contact Record Details for your Email Address – This will load the Contact Record details for your Email Address.  It is turned off by default.

 

New Contact

You can trigger an Infusionsoft Campaign API Goal when a New Contact is added via Google Mail.

Make sure the Integration and Call Name fields are filled to trigger the API Goal.

 

Hover Action

You can do the following when hovering over with your mouse pointer.

  • Embed Contact Record Details.
  • Open Contact Record Details.
  • Popup Contact Record Details.
  • Or a combination of the above.

 

Click Action

You can do the following when clicking with your mouse pointer.

  • Embed Contact Record Details.
  • Open Contact Record Details.
  • Or a combination of the above.

 

Embed Contact Record Details

You can customise how the embedded contact record details appear next to the Email Address.

You can enter anything you like in the field.  To show specific Contact Record fields, you need to use the Shortcodes which you can insert from within the page.

Shortcodes provided are the Contact Record Standard Fields (via the API) and the Contact Record Custom Fields (via the API).

google-mail-contact-record-show-contact

 

Popup Contact Record Details

You can customise how the popup contact record details appear next to the Email Address.

You can enter anything you like in the field.  To show specific Contact Record fields, you need to use the Shortcodes which you can insert from within the page.

Shortcodes provided are the Contact Record Standard Fields (via the API) and the Contact Record Custom Fields (via the API).

google-mail-contact-record-show-contact-hover-popup