Google Apps Connector for Zurmo
With the release of Zurmo 2.2, the next generation Open Source CRM is now integrated with Google Apps. Let’s look at a hypothetical use case of how the marriage of Zurmo with Google will benefit Ross, an organic hydroponics tomato farmer in Northern Michigan.
Background: Ross has a hydroponic tomato farm. His perfectly ripe tomatoes are sold to restaurants and upper end food distributors in the Midwest. Ross has always been a fan of Gmail and Google Calendar. These have been the main tools he’s used to manage his business. Up until recently that has worked, but over the past few months he’s desperately needed a better database to keep track of his customers.
How can Ross use his exisitng Google apps with Zurmo?
Archive emails from Gmail
When Ross writes Jeannine, the owner of the Little Lakeside Inn to ask her what her Autumn tomato order might look like, he uses Gmail. Jeannine (Contact), and the Little Lakeside Inn (Account), are both records in Ross’s instance of Zurmo. Once Ross sends the email, Jeannine’s contact record is updated with an archived copy of the message. This is useful as it lets Ross keep track of all the communication and interactions he’s ever had with Jeannine. When Jeannine writes back with her order, Ross logs it in Zurmo and the expected revenue becomes part of his sales projections for the season.
Create a new Contact or Lead in Zurmo from Gmail
Jeannine writes Ross back, letting him know that she expects to order 100 pounds of tomatoes over the course of the next two months.
But she also lets him know about her brother-in-law Jeff, who is planning on opening a small restaurant nearby next year. Jeanine writes an email to Jeff and Ross, introducing the two. From within Gmail, Ross creates a new Lead in Zurmo based on the information he has been given about Jeff. The record he creates straight from Gmail includes name, status, phone email address, etc. Ross writes Jeff back, and of course his email is archived in Zurmo under Jeff’s record.
Sync Calendar within Zurmo to Calendar in Google
Now Ross can assign himself a task to follow up with Jeff in six months when he might be ready to place an order before his restaurant opens. He can also schedule an appointment with Jeff.
Do you remember appointments that are scheduled six months down the line? Neither does Ross. The task that he has created – “Follow up with Jeff” – shows up in two places: 1) under the Lead record Ross has created for Jeff in Zurmo; and 2) in Ross’s Google Calender. Any updates or changes made in Zurmo will be reflected in both places.
Sync Contacts within Zurmo to Contacts in Google
Finally, once Ross has been alerted six months later that it is time to reach out to Jeff, he learns that Jeff’s wife Camilla is going to be handling the produce purchasing. No problem. Ross converts Jeff from a Lead to a Contact, creates an Account (Jeff and Camilla’s Tavern), and creates a new Contact for Camilla. His Google Contact list is updated with the addition.
Here’s how she looks in Google:
And here is how she looks in Zurmo:
Voila. Ross has successfully used Zurmo and Google to grow his business. Easy as smashed tomatoes.