Google Workspace CRM Integration
Connect Gmail, Google Calendar, and Drive with your CRM so every email, meeting, and document ties to a contact record.
Your team already lives in Gmail, Calendar, and Drive. The problem is, none of that activity connects to your CRM unless someone manually logs it (which they won't). We build a Google Workspace integration that automatically captures email threads, calendar events, and document links on the right CRM contact and deal records. No Chrome extension that breaks every month. No manual logging. Just a complete picture of every customer interaction, built automatically.
What We Connect with Google Workspace
Specific data points and features we sync between Google Workspace and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Gmail threads automatically linked to CRM contact records
- Google Calendar events synced with CRM activity timelines
- Google Drive documents and folders linked to CRM deals
- Google Contacts synced bi-directionally with CRM contact records
- Google Meet recordings and notes attached to CRM meeting logs
- Shared Google Sheets pulling live CRM data for reporting
How It Works
We use Google Workspace APIs (Gmail, Calendar, Drive, Admin SDK) to build a server-side integration that runs continuously. Email threads matching CRM contacts are automatically logged on their records. Calendar events with CRM contacts are linked to deal timelines. Drive documents shared with clients are associated with the right deal records. Unlike browser extensions that require each user to install and maintain them, our integration runs centrally and captures activity for your entire team.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Google Workspace integration that no pre-built connector can offer.
Complete email history on every CRM contact. No manual logging
Calendar events with CRM context, CRM records with calendar context
Documents and proposals linked to the right deals automatically
No browser extension required. Integration works server-side
Bi-directional contact sync eliminates duplicate records
Team sees full interaction history without digging through inboxes
What Our Clients Say
“Foster family management, case tracking, and donor relationships in one system. We can show funders exactly how their dollars create outcomes. Grants increased 40%.”
Diane Foster
Executive Director, Children's Hope Alliance
Charlotte, NC
“Policy renewal tracking and automated reminders increased our retention rate by 18%. The system pays for itself every single month just from saved accounts.”
Steven Wright
Agency Owner, Wright Insurance Group
Indianapolis, IN
“Our sales reps finally have visibility into production schedules. They can quote delivery dates accurately instead of guessing. Customer complaints about late deliveries dropped 60%.”
Greg Petersen
VP of Sales, Petersen Precision Components
Cleveland, OH
“We needed a system that handled intake, insurance verification, and therapist scheduling in one place. Off-the-shelf options couldn't touch what we got built custom.”
Lisa Goodwin
Director of Operations, Summit Behavioral Health
Nashville, TN
“150 units across 8 properties. Maintenance requests, lease tracking, and tenant communication all in one system. Our response time went from 48 hours to 4.”
Steve Abernathy
Managing Partner, Keystone Property Group
Denver, CO
“Wholesale and DTC in one system. Our sales reps see retail accounts and our marketing team sees consumer data. Same platform, different views. Exactly what we needed.”
Alex Drummond
COO, Fresh Coast Coffee
Grand Rapids, MI
“Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.”
Daniel Kim
Operations Lead, Summit Legal Consulting
Denver, CO
“Tax season used to be chaos. Now client documents flow into the right folders, deadlines are tracked automatically, and nothing falls through the cracks.”
Christopher Reid
Partner, Reid & Associates CPA
Minneapolis, MN
Ready to Connect Google Workspace with Your CRM?
Book a discovery call and we'll walk you through exactly how Google Workspace will integrate with your custom CRM: direct API, no middleware, built for your workflow.