Google (Gmail & Calendar) + Coeffection
Sync Gmail and Google Calendar with the CRM. Supports organization-wide setup via Google Workspace Domain-Wide Delegation (all users connected automatically) or individual account connections for personal Gmail accounts.
Everything you get with Google (Gmail & Calendar)
8 powerful features, seamlessly integrated
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Organization-Wide Connection
Admins on Google Workspace can set up Domain-Wide Delegation so all team members are connected automatically. The CRM accesses each user's Gmail and Calendar via a service account — no individual OAuth needed. Personal connections are suspended when an organization connection is active.
Personal Connection
Individual users can connect their own Google account (Workspace or personal Gmail) via OAuth. The connect prompt appears contextually on the Emails, Calendar, and Communications pages — right where you need it.
Inbox Sync
Emails from contacts in your CRM are automatically matched and displayed on their activity timeline.
Email Tracking
Track when recipients open your emails and click links. See engagement data on the contact record.
Google Calendar Sync
Calendar events sync to your CRM calendar view. See upcoming meetings across your team, schedule new events, and link meetings to contacts and opportunities.
Template Sending
Send emails using pre-built templates with merge fields that auto-fill from contact and opportunity data.
Thread View
View full email threads in context within the CRM. Reply without switching to your email client.
Drive Document Attachments
Attach Google Drive files to any entity record using the built-in Google Picker. Coeffection stores only file metadata — documents stay in your Drive. Requires a personal Google connection with the Drive scope granted; your admin can also pre-authorize Drive access organization-wide via Domain-Wide Delegation.
Setup in minutes
Bring your own API key — connect and go
- 1
Choose a connection mode: Organization (recommended for Google Workspace teams) or Personal.
- 2
For Organization setup: Go to Admin > Integrations > Google. Under 'Organization Connection', upload your Google Cloud Service Account JSON key and enter your Workspace domain. Click 'Verify & Save'. All users in your workspace are connected automatically.
- 3
For Personal setup: Navigate to the Emails or Calendar page. Click 'Connect Google' in the banner that appears. Sign in with your Google account and grant Coeffection permission to read/send emails and manage calendar events.
- 4
To set up Domain-Wide Delegation: (1) Create a Service Account in Google Cloud Console > IAM > Service Accounts. (2) Enable Domain-Wide Delegation on the service account. (3) In Google Admin Console > Security > API Controls > Domain-wide Delegation, add the service account's Client ID with the required scopes. (4) Download the JSON key file and upload it to Coeffection.
- 5
Once connected, Gmail messages and Google Calendar events will sync to the CRM. Emails are matched to contacts, and calendar events appear on your CRM calendar.
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