Customer relationship management (CRM) tools are essential for many entrepreneurs and team leaders seeking free up time in their work days by reducing repetitive manual work and creating a central hub for workflows. CRM systems help sales teams keep track of customer interactions, automate processes, and close more deals.
Integrating your CRM with your Gmail accounts levels up the time-saving benefits by speeding up the process of adding new contacts, communicating with them, and tracking interactions.
In this article, we’ll discuss what CRM with Gmail integration is and how you can get started using it. We’ll also list some of the best CRMs for Gmail integration, including the option to add a Gmail Gmail integration to monday.com CRM for business success.
What is a CRM with Gmail integration?
CRM systems help sales teams manage pipelines and customer relationships. A CRM with Gmail integration is a CRM software linked with your Gmail account so you can manage contacts and your interactions with them directly from your CRM.
As the most popular email platform, with over 1.8 billion people using it worldwide, Gmail’s simple design and easy-to-use interface make it a natural choice choice for small businesses and sales teams. By integrating this tool with your primary tool for customer relationship management, you can increase productivity and reduce the time spent on keeping tabs on data across platforms — and that’s just the beginning of the benefits.
The benefits of a CRM with Gmail integration
Automating your customer relationship management in a central location can be paramount in your business’ success.
That’s where Gmail integration comes in — you can eliminate repetitive tasks by managing notifications, tracking the customer’s journey and key pipelines, scheduling follow-ups, and forecasting sales — without sacrificing your established communications in your Gmail account. Let’s take a deeper dive into how integrating Gmail with your CRM benefits you.
Centralize your data for smoother communications and scheduling
Keeping your communications in one place streamlines your sales process and automating manual sales frees up your sales team to create a better customer experience. Create new conversations directly from your CRM or set up workflows for automatic follow-ups. Organize your sales calendar in your CRM as well so everyone is on the same page.
Support faster responses with integrations
When you’re dealing with customers, time is often of the essence. You don’t want to waste time manually adding new contacts to your CRM or digging through old emails to find attachments.With Gmail integration, your CRM can automatically add new contacts and save email attachments.
This way, you can spend less time on administrative tasks and more time interacting with customers.
Track communication and contact history
Quickly reference past conversations and better understand your clients’ needs by storing your customers’ communication history in one place — improving your customer service and boosting your bottom line.
Better understand your sales process’ strengths and weakness
Make sales tasks easier with email tracking and automatic contact updates, and gain valuable insights into your sales process with greater visibility into your email activity. Most CRMs with Gmail integration offer reporting features such as dashboards — that can capture data from your sales processes and interactions.
As you can see, integrating your CRM with a Gmail inbox automates redundant sales processes, saving time and money. If you’re looking to streamline your sales process, look at the next section for some of the best CRMs that offer Gmail integration.
5 best CRMs with Gmail integration
Never miss a beat in your sales pipeline by integrating your Gmail with a CRM. To help you determine the best setup for your needs, we put together our top CRM software picks with Gmail integration:
- HubSpot CRM
- Agile CRM
- Zoho CRM
monday.com features Gmail integration and its CRM offers a sales pipeline view for real-time transparency of the sales process from follow-up emails to social media engagement. By integrating monday.com with Gmail, you can quickly transform any email into an action item and centralize your emails within the monday.com Work OS to assign incoming emails.
HubSpot is a potential choice for businesses of all sizes looking for CRM features and a Gmail integration. Email tracking, contact management, and lead capture forms are just a few things that HubSpot can do for you.
Agile is another CRM solution for small businesses that offers an integration with Gmail. It offers features like sales enablement, project management, and marketing automation. This makes it a choice for businesses that want to handle customer relationship management data quickly and efficiently.
Pipedrive is a CRM option for those who rely heavily on Gmail for sales processes. It offers sales pipeline views, email tracking, and automated follow-ups. The seamless integration with Gmail provides features that can help sales teams close more deals. One of the best things about Pipedrive is that it is highly customizable, so you can tailor it to fit your specific needs.
Zoho is a versatile CRM with built-in email, contact management, and sales pipeline features to keep your business organized in one place. It integrates with popular productivity apps like Google Workspace, so you can easily track your customer communications.
While you have several CRM choices, your company needs one that meets its specific needs. We designed our Work OS with customization in mind so you can tailor your system for success, including Gmail integration. Here’s how monday.com’s Gmail integrations can benefit you.
How does monday.com work as a CRM with Gmail integration?
monday.com is a CRM solution that integrates seamlessly with Gmail. Once you’ve linked your accounts, you’ll be able to pull information from your email directly into the monday.com Work OS. Save time by automating your sales process, eliminating redundancy so your sales team can focus on better serving your customers.
The integration with Gmail also lets you see important information about your contacts right from your inbox, so you can act on it quickly and efficiently.
Adding Gmail as a CRM integration is simple with monday.com. Just follow this process:
- Add it to your workflow: Go to the board you want to integrate, then click “integrate” in the upper-right-hand screen. Next, select the Gmail banner. From there, you can add your parameters.
- Set up your workflow:Customize your workflow recipe to match your needs
- Connect your Gmail account: After establishing your recipes, you’ll receive a prompt to connect your Gmail account. Just select the account you wish to connect to and you’re ready to streamline your sales process. Some recipe examples include:
- Every [TIME PERIOD], if [STATUS] IS [SOMETHING], send an email to [SOMEONE]
- When an email is received from [SOMEONE], create an item in [GROUP]
- When a column changes, send an email to [SOMEONE]
- When a new item is created, send an email to [SOMEONE]
monday.com makes Gmail integration easy by letting you start with precoded “recipes” you can customize to meet your email integration and automation needs.
Still have some questions about CRM integrations? We’ve got more answers in the FAQs.
What CRM works best with Google?
Many great CRMs work well with Google products such as Gmail and Calendar. Some of the best on the market include monday.com, HubSpot CRM, Pipedrive, and Zoho CRM.
Does Hubspot integrate with Google Workspace?
Yes, HubSpot CRM integrates with Google Workspace (formerly G Suite). Like monday.com’s Gmail CRM integration, it allows some customization but also features presets.
Can Google Workspace be used as a CRM?
Google Workspace can be used as a CRM, but it doesn’t have all the features you would expect from a CRM, such as sales pipeline views and email tracking. If you’re looking for a more robust CRM solution, we recommend testing monday.com and integrating it with Gmail.
Create a Gmail and CRM powerhouse with monday.com
To unleash your Gmail inbox’s full potential, connect with monday.com CRM. Set up recipes that benefit you most and start pulling customer information directly from your inbox into your sales process. By saving time, your sales team will have more time to focus on capturing new leads and making an impact.