Gmail Sync
Every Email with a Lead, Filed on Their Record.Gmail CRM integration that files each lead’s email in Adoptiv automatically.
Connect Gmail once and every email with a lead lands on their record, next to their calls and texts. Google tells Adoptiv the moment your inbox changes, so nobody presses refresh, and archiving or deleting in Gmail is followed here.
- One Google sign-in
- No forwarding or BCC
- 90 days of history
How it works
- Connect GmailOne Google sign-in, one permission
- Mail arrivesGoogle tells Adoptiv as your inbox changes
- Filed on the leadNext to their calls, texts and deals
- Gmail stays in chargeArchive or delete there, and Adoptiv follows
Your Inbox and Your CRM, Finally Agreeing.
Mail with your leads lands on their record by itself, so the whole team sees the conversation.
Google tells Adoptiv the moment your inbox changes, and the new mail is fetched straight away.
Archive, label or delete in Gmail and Adoptiv follows, so nothing is filed twice.
The first sync brings in your last 90 days of mail, attachments included.
Gmail Connected in Three Steps.
Sign in with Google
Approve one permission from Adoptiv. There is no extension to install and nothing to set up in Gmail.
Watch Your History Arrive
The last 90 days come in first, and each email is filed on the lead whose address is on it.
Work from Either Side
Reply from Adoptiv as your Gmail address. Archive, label or delete in Gmail, and Adoptiv follows.
A Gmail CRM Integration That Files Every Email for You.
A Gmail CRM integration connects your Gmail inbox to your CRM, so every email with a customer is logged on their record automatically. With Adoptiv you log Gmail emails to the CRM without forwarding, BCC addresses or copying and pasting, and the whole team sees each conversation beside the calls and texts.
It is a Gmail CRM without a Chrome extension. You connect once with your Google account and approve one permission, and the sync runs on Adoptiv’s side whatever browser or phone you read mail on. Gmail tells Adoptiv the moment your inbox changes, and each notification is verified before it is trusted. If that push isn’t running, a check every five minutes takes over.
Gmail two-way email sync means it works in both directions. Replies you send from Adoptiv go out from your Gmail address, and archiving, labeling or deleting a message in Gmail is followed here, so nothing is filed twice. Deleted mail is marked deleted, not erased.
The first sync brings in the last 90 days, with attachments up to 25 MB each. Comparing the best CRM for Gmail? Check for no extension, archives followed and history included. Adoptiv does all three, files mail by the lead’s email addresses, and pairs with Google Calendar and Google Meet as a Google Workspace CRM with the phone built in.
Gmail and Your CRM, Working as One Inbox.
Google notifies Adoptiv as your inbox changes. No refresh button.
Reply from the CRM and it goes out as you, through Gmail.
Label changes in Gmail are followed here, so nothing is filed twice.
The first sync brings in your last three months of mail.
Up to 25 files per message, 25 MB each, come along with it.
For Teams That Sell from Gmail.
Logging Gmail by Hand vs Automatic Sync.
| What | Forwarding or BCC logging | With Adoptiv |
|---|---|---|
| Getting an email onto the record | Forwarding or BCC logging: Forward it, or remember to BCC | With Adoptiv: Filed on the lead’s record automatically |
| Speed | Forwarding or BCC logging: Whenever someone gets to it | With Adoptiv: As it arrives, from Gmail’s own notification |
| Archived or moved mail | Forwarding or BCC logging: Left as it was logged | With Adoptiv: Followed, so it is never filed twice |
| Past conversations | Forwarding or BCC logging: Only what was forwarded | With Adoptiv: The last 90 days on first sync |
| Extras to install | Forwarding or BCC logging: Often a browser extension | With Adoptiv: Nothing. Connect your Google account once |
Gmail Sync Questions, Answered.
How do I connect Gmail to my CRM?
Sign in with Google once from Adoptiv and approve one permission. Mail starts syncing straight away, beginning with the last 90 days.
Can I send email from my Gmail address in Adoptiv?
Yes. Email you send from Adoptiv goes out through your connected Gmail account, as you.
What happens to email I delete in Gmail?
It is marked deleted in Adoptiv rather than erased, so the two stay in step.
Do I need a Chrome extension to use Adoptiv with Gmail?
No. You connect your Google account once, and the sync runs on Adoptiv’s side whatever browser or device you use.
What is two-way email sync?
Mail you get and send in Gmail shows in the CRM, and mail you send from the CRM goes out through Gmail. Archives and label changes are followed as well.
Is it safe to connect Gmail to a CRM?
Adoptiv asks Google for one permission covering reading, sending and labels. Notifications from Google are verified before they are trusted, and if you revoke access the connection switches off.
Does Gmail have a built-in CRM?
No. Gmail has labels and contacts, but no deals, pipelines or call history. Connected to Adoptiv, your mail is filed on each customer’s record next to the calls and deals.
Can a CRM log Gmail emails automatically?
Yes. Once Gmail is connected, every email with a lead is filed on their record by itself, and the last 90 days come in on the first sync.
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14-day free trial
Connect Gmail in Your Free Trial.
One Google sign-in, and your leads’ email is on their records. Free for 14 days, no credit card.
14-day trial · no card · migration included