Panorama general
Full Google Workspace integration: Gmail two-way sync, Google Calendar availability and booking, Google Drive file attachments on CRM records, and Google Contacts bidirectional sync. Emails sent from Gmail auto-log to the contact's CRM record; CRM calls and meetings create calendar events; Drive files attach to deal records without upload/download friction. Works with Google Workspace Business Starter through Enterprise.
Casos de uso común
Gmail two-way sync
Emails from Gmail log to CRM contact records automatically. CRM-sent emails thread properly in Gmail conversations.
Calendar availability and booking
CRM booking links (demo, support call, discovery) show real Google Calendar availability. Booked meetings create events in your calendar.
Drive file attachments
Attach Drive files to deal, contact, or ticket records without uploading duplicates — files stay in Drive with permission inheritance.
Google Contacts sync
Bidirectional contact sync keeps Gmail contacts and CRM contacts aligned automatically.
Meet integration
Google Meet links generate for CRM-scheduled meetings; attendance and recordings log to the contact record.
Configuración
- 1Navigate to Settings → Integrations → Google Workspace
- 2Click 'Connect with Google' and authenticate with your Workspace account
- 3Select which scopes to enable: Gmail sync, Calendar, Drive, Contacts
- 4Configure email sync rules (which domains auto-log, which to ignore)
- 5Set calendar primary (for booking availability) and office hours
- 6Test email sync with a known contact
Qué sincronizas de datos
Preguntas sobre la integración.
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