Using ZynBit for Gmail

 

The ZynBit add-in now appears in Gmail as a floating green ZynBit icon to the right of the email pane in Chrome.

Clicking this icon reveals the sign in panel if not signed in, or the Gmail side bar if sign-in is active.

 

 

Sign-in with Salesforce is the preferred method for sign in, and can be used by clicking the big blue bar.

 

 

Sign in with Gmail and ZynBit are still supported using the smaller icons. The first use of Sign in with Salesforce will require the user to link the existing credentials to the new Salesforce credentials and thereafter, this link is remembered.

 

 

 

If sign in with Gmail or ZynBit is used, the Salesforce sign in button will be displayed after the first connection is made.

 

 

 

 

 

 

As soon as the login is complete, the new sidebar is displayed. For a deeper understanding of the new features in the task pane, please seen this article. https://www.zynbit.com/knowledgebase/understanding-the-zynbit-task-pane/

The ZynBit panels can be closed with the X at the top right any time for maximum convenience.

 

 

 

 

 

 

 

Clicking the Gear icon at the far right of the icon list in the ZynBit pane will show the connection information.

 

 

 

 

When composing an email, the ZynBit icon at the bottom of the compose window acts as the hide/show task pane toggle.  Using the Radar wave icon beside the Zynbit icon will send the email with email tracking enabled.

Clicking the toggle causes the ZynBit panel to appear.