Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome.
DealCloud Extension
Transform routine communications into valuable institutional knowledge. With one click, import the body and content of emails and meetings into your database, view detail pages, and create new or edit existing DealCloud entries.
Key Benefits
1. Productivity and Collaboration
— Search and browse DealCloud records from Gmail and view your custom-built record detail pages.
— Access and edit data associated with contacts, companies, deals, and other DealCloud objects.
— Assign and manage tasks.
— Sync documents and attachments to emails and events.
2. Pipeline Management
— Import new opportunities directly to DealCloud from your inbox.
— Edit existing deals with new information and progress deals through the pipeline as you receive updates.
— Update existing deals in your pipeline with the latest email correspondence.
3. Relationship Management
— Create suggested contacts and companies based on email addresses associated with the email or event.
— Automatically tag existing entries (contacts, companies, deals, etc.) based on the contents of the email or event.
— Sync meetings directly from your Google calendar to DealCloud.
Use of the DealCloud Add-On requires an existing DealCloud subscription. Notwithstanding the license terms referenced on this page, even with an affirmative “acceptance” of the license terms referenced on this page, use of the DealCloud Add-On will be governed by your agreement with DealCloud for the DealCloud subscription. If you have any questions, please reach out to your sales representative.
Source Manifest.json
How to download and manually install DealCloud extension for Chrome
Looking for a way to install DealCloud extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install DealCloud extensions manually, this article outlines two simple methods to effortlessly install DealCloud extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download DealCloud extension and manually install through Drag &Drop
If you ever need to manually install a DealCloud extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the DealCloud Extension by clicking the "Download CRX" button on the website.
Look for the DealCloud extension you wish to install. Go to the website and download the DealCloud extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for DealCloud extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the DealCloud extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download DealCloud extension for Chrome and install in Developer Mode
This is another method to install DealCloud extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the DealCloud extension file
Select and download the DealCloud extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the DealCloud extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your DealCloud extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the DealCloud extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install DealCloud extension in 2 ways. We hope this guide proves helpful.
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User reviews
Michael Raymond (ID: 0000006c0c95e447) Voted 5 ★ - Updated 02/25/2019