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CommunicationOAuth 2.0BYOK

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.

Gmail inbox syncEmail trackingTemplate sendingThread viewGoogle Calendar syncMeeting schedulingOrg-wide or personal connection

Everything you get with Google (Gmail & Calendar)

7 powerful features, seamlessly integrated

Gmail
Inbox
12
Starred
Sent
Drafts
3
MW
Marcus Webb10:42 AM

Re: Q1 Proposal Review

Thanks for sending this over. I've had a chance to review...

PN
Priya Nair9:15 AM

Contract draft attached

Please find the updated contract attached for your signature...

TB
Tom BradleyYesterday

Call recap — Acme Corp

Following up on our call. Key action items below...

LP
Lisa ParkMon

Invoice #1042 — Payment confirmed

We're happy to confirm that payment for invoice #1042 has...

1

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.

Lead InboxLive
SM
Sarah Mitchell
properties
NEW
JP
James Park
signups
NEW
LT
Lena Torres
inquiries
2

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.

Schema Discovery
leads12 colstable
active_deals8 colsview
contacts15 colstable
3 sources detected
3

Inbox Sync

Emails from contacts in your CRM are automatically matched and displayed on their activity timeline.

Connect
Project URL
https://xyz.supabase.co
API Key
eyJhbG...••••••
Connected
4

Email Tracking

Track when recipients open your emails and click links. See engagement data on the contact record.

Setup Wizard
1
2
3
4
Entity Type
Lead
Pipeline
Sales Pipeline
5

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.

Review Lead
SM
Sarah Mitchell
sarah@acmecorp.com
6

Template Sending

Send emails using pre-built templates with merge fields that auto-fill from contact and opportunity data.

Field Mapping
full_nameName
email_addressEmail
phone_numPhone
created_atCreated
7

Thread View

View full email threads in context within the CRM. Reply without switching to your email client.

Dropbox
Acme Corp
Project-001
Proposal.pdf2.1 MB
Contract.pdfSigned

Setup in minutes

Bring your own API key — connect and go

  1. 1

    Choose a connection mode: Organization (recommended for Google Workspace teams) or Personal.

  2. 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. 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. 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. 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.

Bring Your Own API Key

Connect Google (Gmail & Calendar) using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

OAuth 2.0

Securely connect with a single click. No credentials stored — we use industry-standard token-based authorization.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Ready to close more deals?

Join thousands of sales teams using Coeffection to streamline their pipeline and automate quote-to-cash.