Salesforce and Gmail integration Sync Gmail with Salesforce for automatic activity logging, contact creation, and lead creation No rep adoption required.
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Salesforce Gmail Integration Guide Your team works in Gmail. Sales outreach, relationship building, negotiation, customer engagement, and renewals are all done through emails and meetings. With each interaction, new contacts are cc’d on email threads, or added as participants in meetings. Each of these contacts, and each interaction, forms a small piece of the picture of how each account is doing and how each deal is progressing. Salesforce however, as a CRM system, is your source of truth for your revenue funnel. If the data on who is involved in each deal, when interactions have happened, and what has been said, is in Gmail, but missing from Salesforce, you will not be able to form an accurate picture of each account. “Integration” Through Manual Work For years, sales leaders used “carrot and stick” methods to try and convince their teams to manually create contacts and log activity. In almost all cases this led to data remaining incomplete, managers growing frustrated, and sales reps wasting tremendous amounts of time doing basic manual administrative tasks. Many sales leaders report a similar conversation with their top performer – an outright refusal to log data manually, with the ultimatum “do you want me selling, or logging data?”. The implication is clear: if you expect sales performance, you need to remove the manual burdens in front of your team and maximize their time selling.
Pro For individuals or small teams who want to automatically capture contacts and activities in Salesforce $30 per user/month Free 30 Day Trial Get Started!
Business For companies who want to understand and close each deal in their pipeline $40 per user/month + $1,000 /month base fee Chat with us
Enterprise For larger organizations with multiple sales teams who want to drive revenue across all channels $60 per user/month + $3,000 /month base fee Chat with us
Gmail as a Messy Source of Truth The data you need for a complete, clear, and accurate picture of your accounts and deals is there in Gmail. However, the “signal” is nearly lost in a significant amount of “noise”. As anyone with an active email account can attest, there is a lot of noise in email. Internal emails, emails with friends, shipment notifications, service requests, marketing emails and spam all create noise that disguises the value within Gmail. The truth that Gmail holds is also not limited to the sales teams. Services, customer success, marketing, legal, finance, and executives all interact with prospects and customers and contribute insights that would complete the picture of an account if the data was available. Those teams are even less likely than sales to be cajoled into manual contact creation and email logging. Partial Solutions, Partial Visibility First generation tools enabled manual logging of emails, and limited contact creation abilities, with the help of “sidebar” style plugin tools. Sales professionals could manually click-to-log when they were sending emails from Gmail, and the appropriate record would be created in Salesforce. However, this partial solution missed much of the needed data. First of all, by still relying on manual work, although less, it still required sales management to enforce the manual efforts for integration. Second, these plugins generally were used when emails were sent. Inbound emails, new contacts added to existing email threads, meetings, and new participants added to meetings, were all missed.
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Automation Without Intelligence is Dangerous Some early tools instead tried an automated approach to Gmail/Salesforce integration. This solved the missing data challenge, but instead led to an unwanted influx of noise (and cost) in CRM. Without knowledge of what accounts to care about, and what emails were spam or service requests, fully automated, non-intelligent solutions quickly created more problems than they solved. Artificial Intelligence with Context Truly integrating Gmail with requires an approach that solves all these crucial challenges. Noise must be filtered out, but data cannot be missed. Data must be captured from all people involved in a deal, but only for the accounts that are cared about. This challenge calls for human-level intuition, but at massive scale, which is an ideal candidate for AI. With the right training, artificial intelligence can recognize the difference between signal and noise. Shipment emails, service requests, marketing emails, and spam can all be identified and filtered out. Similarly, with knowledge of context – what accounts matter and what accounts don’t – friends, family members, and internal conversations can all be ignored. Salesforce and Gmail Integration as a Foundation With AI-based integration between Gmail and Salesforce, the data challenge can finally be solved. All contacts your team are interacting with at each relevant account are automatically captured and created in Salesforce. All email and calendar activity is logged against the appropriate contacts. This all happens with zero manual work – nothing to click, nothing to select, nothing to type – and therefore with no management effort. With the data finally in place, CRM, for the first time ever, can be relied on to be a source of truth for the contacts and interactions at each account. This data set on people and interactions is a key foundation for deal review, funnel risk assessment, account-based marketing, and many other initiatives that are core to the strategies of many b2b sales organizations.

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The ultimate guide to CRM data

Turn your CRM from a nightmare to a valuable database for your sales org.

Learn how to:

Make sure that all opportunities have correct, accurate data
Get a clear, objective view of which deals are moving forward
Capture every target contact your reps email and meet with
Get a clean, up-to-date CRM complete with contacts’ employment information
Optimize reps time by automatically logging contacts and activities
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You’re good to go You can download the contact capture guide here.
First Name
Last Name
Work Email
Company Name
Number of Employees

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