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Gmail

Integration by Copper

You live in Gmail. So should your CRM. Copper's CRM integration works seamlessly with Gmail so you never have to switch tabs.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byCopper
Copper plans

Available on Starter, Basic, Professional, and Business.

Gmail plans

Available on all plans

Category

Email

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Which CRM offers the best Gmail integration? It's Copper CRM!

You live in Gmail. So should your CRM. Copper's CRM integration works seamlessly with Gmail so you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process.

  • Work uninterrupted and let Copper do the heavy lifting: Simplify contact management by adding new contacts directly from Gmail
  • View the full history of a relationship, instantly: Hover over any Copper contact in Gmail for rich, contextualized communication and activity details
  • Stop hunting for files, they're right where you need them: Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity
  • Get more organized and track your priorities: Surface reminders and tasks alongside your inbox; you decide where you want to work.

How to get started:

  1. Sign up for Copper and accept Google's permissions. This will ensure your emails automatically sync to Copper.
  2. Download the Copper Chrome extension. This brings the Copper experience into Gmail.

Frequently asked questions

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What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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