Google Chrome integration

Livespace CRM plugin for Google Chrome allows you to add new contacts and deals quickly and directly from your browser. You can download our plugin from Google Store, here: chrome-social-contact.


How does this integration work?

When you browse people’s profiles on popular social networks such as Facebook, LinkedIn, GoldenLine, Twitter etc., on your browser’s menu a little Livespace logo will appear – that’s the Livespace CRM plugin.secure

When the logo lights up in green – it means the plugin has found some information that can be added to CRM.

When you click on the logo – you’ll see a short summary of the information found by Livespace, you can edit it before adding a contact. Livespace adds name and surname, picture, email address, phone number, position and company name. It all depends on which information was posted on the person’s profile. You can also add person’s information by adding tags and additional forms, we discuss it later in this article.

To save the process click on Add contact or Add deal:addcontact
On the contact’s profile, you can add a person’s social website addresses or other links. In this way, you can easily access additional information about a person, it might be useful when you’re getting ready for a meeting and want to know the project or discussions this person took part in recently.dzon

 

Good to know

  • Clicking on Add deal automatically creates new Contact’s profile as well as a new Deal with this contact.
  • The plugin allows for adding new Companies’ profiles as well as Contacts’ – it automatically recognizes what kind of profile we deal with.

Add contacts with tags and description

Social Contact plugin allows for adding more data than just the basics. You can add a description or even tags to easily identify your contacts. In order to turn on this feature, click on the gear in the top-right corner of the plugin, when it pops-up:

ustawienia-wtyczki-chrome

The plugin’s settings are as follows:

  • Enable tags – enables adding tags when gathering contact information via plugin
  • Remember tags entered last – fills in tags
  • Enable description – adds Description fieldplugin

 

Make changes to settings, then go back to the main plugin view. You’ll see spaces for Description and tags. Fill in the necessary information and click on Add contact.pugin

 

When the process is successful, the plugin will notify you about it. Click on Check to see new profile in Livespace:added

Add contacts’ information to additional forms

If you have any additional fields added to Livespace forms, you can now fill those in while working with the plugin. In order to refresh additional forms, go to plugin’s settings (top-right corner):

ustawienia-wtyczki-chromeClick on Refresh additional fields. The plugin will download information about your fields from Livespace and add it to the plugin. You’ll know when a green mark will be displayed next to Refresh additional fields option.greentick

Go back to the main menu, you’ll see your fields have been updated. Now you can finish adding the contact.

Good to know:

  • Plugin will see only additional fields marked as Highlighted in the Main form.
  • You can read more about forms in Livespace here.

Where does the plugin work best?

Livespace CRM plugin for Google Chrome will work with websites such as:

Where can I download Livespace CRM plugin for Google Chrome?

You can download our plugin from Google Store, here: chrome-social-contact