Your Reps Work in Gmail.
of salespeople still use spreadsheets and email to store customer data outside the CRM (HubSpot)
Millions invested in CRM. Nobody's logging emails
Reps don't log emails. Contacts go stale. Stakeholder maps are invisible. Your pipeline reflects a fraction of reality.
Contacts tracked per deal when there are 8-10
CC and BCC lists contain critical buying committee members. Champions, blockers, and decision-makers never make it into Salesforce.
“A lot of people are not using Salesforce. If they are, they're not logging activities, not logging emails.”
Sales Leader, Global Industrial Manufacturing
Accelerate deals with AI for SalesPer rep, lost to manual prospect research
Every hunter spends 10 to 15 minutes per prospect researching before outreach. Multiply by five leads a day and the lost selling time adds up fast.
“I have x number of hunters... they take 10 to 15 minutes to do research on a prospect, and if you multiply that to 5 leads in a day... I think there is something here.”
Sales Operations Director, Global Financial Data
Build prompts with Prompt BuilderPipeline accuracy depends on data nobody enters
Forecasting accuracy depends on complete activity data. When reps skip logging, pipeline health scores are fiction. Leadership makes decisions on guesswork.
“Pipeline health and forecasting... anything that helps improve data hygiene to improve pipeline accuracy - those are two things that are quite time-consuming.”
Sales Operations Leader, Retail Media
Automate with Flow IntegrationServer-Side Sync for Google Workspace
Every Gmail Conversation Captured Automatically
Server-side sync via Google APIs captures every Gmail conversation. Watch the email sync demo.
Calendar and Tasks Sync Automatically
Google Calendar attendees auto-matched to Contacts and Leads. Google Tasks sync to Salesforce. See AI for Sales.
AI-Powered Contact Intelligence
Build Complete Buying Committees
Auto-create Contacts from CC/BCC lists. Parse email signatures for titles, phone numbers, and LinkedIn profiles. See Prompt Builder.
Always-Current Contact Data
Contact info updates automatically with each new email. Enrich your CRM data with every interaction.
Enterprise Security on Your Google Cloud
Privacy-First Architecture
Runs on your Google Cloud infrastructure. No third-party servers access email content. See zero-trust architecture.
OAuth 2.0 with Google Workspace
User-consented OAuth via Google, OKTA, or LDAP. Full audit trails for compliance.
Why Choose GPTfy Connect for Gmail
Zero Rep Effort
Server-side sync captures every Gmail conversation without rep action. No Chrome extensions, no desktop apps. Works with Google Workspace and personal Gmail.
AI-Powered Matching
AI reads email content to match Accounts, Opportunities, and Cases. Contact-match based with configurable priority rules. See AI for Sales.
Contact Intelligence
Auto-create contacts from CC/BCC lists. Parse signatures for mobile numbers, titles, and LinkedIn profiles. Build complete buying committees.
Powerful Capabilities
Server-Side Gmail Sync
Gmail conversation sync via Google APIs. Google Calendar events and tasks. No Chrome extensions required.
Smart Filtering
Automatically exclude internal, HR, and legal emails. Configurable domain exclusions and keyword rules. Review queue for uncertain matches.
Stakeholder Mapping
Build complete buying committees from CC/BCC lists. Track 6-10 contacts per deal instead of 2-3.
Enterprise Security
Runs on customer's Google Cloud infrastructure with GPTfy's Security Layer. OAuth 2.0 via Named Credentials. No third-party data storage. Full audit trail.
Key Takeaways
- GPTfy Connect syncs Gmail conversations to Salesforce via server-side Google APIs — no Chrome extensions or desktop apps required.
- AI-powered smart matching links emails to the correct Account, Opportunity, or Case using configurable priority rules and a review queue for uncertain matches.
- Contact intelligence auto-creates Contacts from CC/BCC lists and parses email signatures for mobile numbers, titles, and LinkedIn profiles.
- Runs on your own Google Cloud infrastructure — no third-party servers access email content. OAuth 2.0 authentication via Google Workspace, OKTA, or LDAP.
- Full audit trail: every synced email, matched record, and created contact is logged in Salesforce Security Audit Records.
- 40% of salespeople still store customer data outside the CRM in spreadsheets and email (HubSpot). GPTfy Connect closes the gap automatically.
Frequently Asked Questions
Install from AppExchange, connect via Google APIs, and configure matching rules. Most teams are live within days. Full deployment with stakeholder mapping takes up to three weeks.
GPTfy Connect runs on your Google Cloud infrastructure. No third-party servers access your email content. Data never leaves your environment.
Google Workspace (business) and personal Gmail accounts via Google APIs. Server-side sync means no Chrome extensions or desktop apps required.
Yes. Smart filtering automatically excludes internal, HR, and legal emails. Configure domain exclusions, keyword rules, and matching priorities. Uncertain matches go to a review queue.
Flat-fee pricing. No per-email charges, no per-sync fees, no consumption billing.
No. GPTfy Connect runs entirely in the background. Reps keep using Gmail. Emails, calendar events, and tasks sync automatically without any rep action.
Stop Losing Sales Activity
See how GPTfy Connect captures every Gmail conversation, builds stakeholder maps, and enriches contacts automatically. Book a 30-minute demo.