G Suite Integration Guide

Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity. 

Here are options for integrating G Suite with Salesforce.

Native Integrations

Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive:

  • Lightning for Gmail: Bring your Salesforce contacts, accounts, records, and opportunities into your email and calendar. Update existing and create new Salesforce records without toggling between applications (available for Salesforce Essentials today)
  • Google Drive for Files Connect: With Salesforce Files Connect you can effortlessly attach Google Drive files to Salesforce records, processes, and Chatter posts (coming soon for Salesforce Essentials, available for other editions)
  • Data Connector for Salesforce: Easily manage CRM data using bi-directional sync capabilities between Salesforce and Google Sheets (coming soon for Salesforce Essentials, available for other editions)

Third-Party Integrations

The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:

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