Salesforce CRM for Gmail

Support for a personal Gmail account, not only a Google Workspace organization.

Support for Google Workspace Gmail accounts; administrator approval may be required.

Create and maintain CRM records for individual people.

Store company information and link it to customer work through company records or fields on contacts.

User-defined fields on CRM records, beyond changing a layout or renaming a status.

Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.

Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.

Track sales opportunities with a status or stage. This includes projects used to manage deals.

Manage projects through dedicated records or workflows beyond tracking a sales opportunity.

Create actionable tasks with an owner, status or due date.

Save internal notes associated with a contact, email or CRM record.

Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.

Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.

Date-based or message-triggered reminders for a follow-up or task.

Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.

Associate or log email conversations with a contact, project or CRM record.

Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.

Track email opens, link clicks or both.

Reusable email message templates or snippets.

Send personalized email to multiple contacts from one campaign or bulk-send workflow.

Schedule an outgoing email for a future send time.

Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.

A shared email workspace where multiple people handle the same conversations.

Assign customer work, records, tasks or conversations to another team member.

Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.

Built-in CRM reporting or dashboards, including documented statistics views.

Import CRM records from a file or another supported data source.

Export CRM records or reports to a downloadable file.

Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.

Officially supported CRM access through a mobile app or mobile web interface.

CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.