Salesforce in the Gmail sidebar
See and update leads, contacts and opportunities next to each email, and log emails with one click.
✉️ Gmail + Salesforce
Salesforce Gmail integration, set up the right way
Reps live in Gmail, but deals live in Salesforce. We set up the Salesforce Gmail integration so emails and meetings are logged to the right contacts and opportunities, Google Calendar stays in sync, and your team can update Salesforce without leaving their inbox.
Integration
Salesforce Gmail Integration
A good fit for
- Teams on Google Workspace and Salesforce
- Sales managers missing email activity in reports
- Orgs where the Gmail sidebar was installed but never configured
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we set up
Automatic activity capture
Emails and calendar events synced to Salesforce automatically, with clear rules for what is shared and what stays private.
Google Calendar sync
Meetings booked in Google Calendar appear on the right Salesforce records and in activity reports.
Contacts and duplicates
Rules so new contacts land on the right account without creating duplicates.
Templates and tracking
Salesforce email templates available in Gmail, plus open and click tracking where your edition supports it.
Fixing broken setups
Sync errors, missing activities and permission problems found and fixed.
💵 Pricing
Clear pricing, agreed before we start
Setup review
Free 30-minute call
We check your Salesforce edition, Google Workspace setup and what your team needs to log.
Standard setup
Fixed quote after the call
Gmail sidebar, activity capture and calendar sync configured, tested with your users, and a short training session.
Fixes & support
From $40 per hour
Troubleshooting sync errors, custom logging rules and ongoing admin support.
🗺️ How we work
Plan, build, then stay with you
Every Gmail and Salesforce project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Gmail and Salesforce connected to the rest of your tools
- Google Workspace
- Gmail
- Google Calendar
- Sales Cloud
- Service Cloud
- Pardot / Account Engagement
🧭 Related
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💬 FAQ
Gmail and Salesforce questions, answered
Something else on your mind? Ask us on a free call.
Yes. Salesforce provides a Gmail integration and activity capture for Google Workspace. Which features you get depends on your Salesforce edition and licences, and we set up the right combination for you.
Only if you want it to be. We set rules for which emails and events sync, and users can keep personal emails private.
Yes. Meetings can sync to the right contacts and opportunities so they count in activity reports.
Yes. Common causes are permission sets, expired connections and activity capture configuration. We diagnose it and fix it, usually within a day.
Yes. We set up the Outlook integration in the same way for teams on Microsoft 365.