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Playbooks for Gmail

Email is one of the most valuable tools reps have in their tool-belt for getting a hold of more prospects and closing more opportunities. All emails sent via Playbooks are tracked and optionally logged to the CRM.

With this update, reps can now optionally apply email tracking and CRM syncing to emails sent outside of Playbooks through Gmail. For example, if a rep sends a contract to a prospect via gmail, the rep will be informed when that person opens and downloads the attachment.

To enable the Gmail tracking functionality, simply open Playbooks Settings in the Playbooks extension and enable the setting that says "Gmail Integration". Once the Gmail Integration is enabled, you'll notice that the send button in Gmail is now green - meaning it is being tracked and synced. Once tracking is enabled it will stay enabled for all future emails unless you manually toggle it off.

Don't worry - emails you send through your personal Gmail account are not tracked by Playbooks in any way. Only emails sent through the email account tied to Playbooks are tracked.

Implementation Details:

  • This feature is only available to customers who use Gmail. The same functionality is already available to customers using Outlook 365. If you have questions about the Outlook integration please contact your account manager.
  • You must have the Playbooks Chrome plugin installed and be logged in for the Playbooks functionality to appear in gmail.

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Improved NeuralVerify

NeuralVerify leverages the collective intelligence of all reps on the InsideSales.com platform to help each seller to reduce time validating prospect contact information. When a user places a phone call or sends an email it generates a signal of success or failure which can inform other users.

Several new improvements have been made to NeuralVerify to give reps better information around the phone and email addresses they have for a given prospect. The following indications around contact information have been added to Playbooks. You can find these flags within the phone number and email drop-down as you prospect.

New Verify State Details:


Implementation Details:
No configuration is required to begin to start using this feature.

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Improved Live Call Monitoring

Live call monitoring has been improved to now show how many inbound calls are currently in queue and waiting to be answered. The new call monitoring features are useful in organizations where managers need to ensure that inbound calls are being answered quickly.

Live Call Monitoring is a feature only available within the Playbooks manager app. Once logged into the manager app, simply click the Call Monitoring tab.

Implementation Details:
No configuration is required to begin to start using this feature.


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CRM Lookup on Inbound Calls

Reps need to know who is calling them back so they know the best way to answer the call. With a previous update, we introduced ScreenPops and rep availability which tell a rep who is calling if they are already in Playbooks.

With this update, Playbooks now first searches a rep's Playbooks account to find a matching record. If no matching record is found, Playbooks will search the CRM to try and find a matching record. When an inbound call comes in it will search the lead, contact, and account object for a matching record via the phone number of the inbound caller.

Implementation Details:
No configuration is required to begin to start using this feature.

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