How To Install Gmail Extension for VTiger

Corrensa is a plugin connecting VTiger CRM to your Gmail. The extension comes in the from of a toolbar/widget on the email interface and displays the information from VTiger with ability to view, edit & create records.

The installation process is very simple!

Sign up/Install Extension/Adapter for VTiger

If you received an email with  instructions on how to install Gmail Extension for VTiger, it’s likely that your system/VTiger Administrator has already installed Corrensa Adapter/Extension on VTiger and you no longer need to do this. In this case, skip this step.

If you are just starting with Corrensa  – go to our “Get Started” page to download and install adapter/extension on VTiger.

Install Chrome Extension

Corrensa is only compatible with Google Chrome browser. It will not work on Firefox, IE or Safari.

• Click on the link below, which will take you to Google Chrome Store.

https://chrome.google.com/webstore/detail/vtiger-gmail-office-plugi/cjflincdpnkojalcgfemcddkbclfoiff?hl=en\

• Click +  ADD TO CHROME to install the extension.

• Once the extension has been added, refresh your Gmail and you will see Corrensa toolbar on the right. Expand it by clicking on the icon and input your VTiger URL/Link, Username & Password and start using it!

That’s it! If you have any questions or issues getting it installed – please contact us!

Make sure to check out this this 3 minute video on how to use Corrensa!

YouTube video: https://youtu.be/kc4Tz0mZTko

Additional Information for Administrators

Corrensa is completely customizable – meaning that you can:

• Add/Remove Custom Fields
• Rename Fields & Blocks
• Adjust the Layout/Field Order on the Toolbar
• Configure Search Fields
• Activate/Deactivate Users

You can find the documentation here: https://www.corrensa.com/documentation/

There’s also a tutorial video on how to Customize & Configure Corrensa: https://youtu.be/lgvqtjoBK5w

Thanks!