Edesy CRM + Gmail

Gmail Integration for Edesy CRM

Track emails and sync conversations with Gmail so every message lives next to the right contact.

Overview

The Edesy CRM Gmail integration connects your inbox to your CRM, automatically logging emails to and from your contacts. Send emails from within the CRM, see open and reply activity, and keep a complete communication history without manual BCC or copy-paste.

Why Connect Edesy CRM with Gmail?

Key reasons to integrate these platforms

Most sales communication still happens over email

Email history is invisible in the CRM unless it's logged manually

Tracking opens and replies helps reps time their follow-ups

Sending from the CRM keeps everything in one place

Integration Benefits

What you get when you connect Edesy CRM and Gmail

Automatic Logging

Emails sync to the matching contact record automatically

Send From CRM

Compose and send Gmail messages without leaving the CRM

Open & Reply Tracking

See when contacts open or reply to your emails

Templates

Use saved templates for common outreach

How to Set Up the Integration

Step-by-step guide to connecting the platforms

Connect Gmail
Authorize Edesy CRM to access your Gmail account
Enable Sync
Choose which emails sync to the CRM
Add Tracking
Turn on open and reply tracking for sent emails
Work From CRM
Send and receive contact emails directly in the CRM

Use Cases

Real scenarios where this integration drives results

Email History

See the full email thread with a contact on their CRM record

Context for every conversation

Follow-up Timing

Get notified when a prospect opens your email

Better-timed follow-ups

Templated Outreach

Send personalized template emails at scale

More outreach in less time

Technical Details

Integration specifications

Connection Type

Gmail API

Sync Frequency

Real-time

Data Flow

Bi-directional

Authentication

Google OAuth 2.0

Smart Email in Edesy CRM

Edesy CRM brings your Gmail into the CRM with tracking and AI-assisted writing to make outreach faster.

Two-way email sync to contact records

Open and reply tracking on sent messages

AI-assisted email drafting

Reusable templates and sequences

Edesy CRM Gmail Integration FAQ

Ready to Connect Edesy CRM with Gmail?

Our AI products enhance this integration with intelligent automation.