{"id":10791,"date":"2019-09-17T17:27:47","date_gmt":"2019-09-17T21:27:47","guid":{"rendered":"https:\/\/www.method.me\/?page_id=10791"},"modified":"2026-02-04T13:02:19","modified_gmt":"2026-02-04T18:02:19","slug":"gmail","status":"publish","type":"page","link":"https:\/\/www.method.me\/features\/gmail\/","title":{"rendered":"Gmail"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading\" id=\"h-do-more-in-your-inbox-with-a-crm-gmail-integration\">Do more in your inbox with a CRM-Gmail integration<\/h1>\n\n\n\n<p class=\"m-subtext-h1 wp-block-paragraph\">Add new contacts, save messages, track activities, and more from your inbox with Method CRM.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-large is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button cta-hero\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method CRM<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\">Want to see it in action first? <a href=\"https:\/\/grow.method.me\/see-in-action\/\">Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913432904?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"The Method:Sidebar for Gmail\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-how-will-method-s-gmail-integration-help-my-business\">How will Method\u2019s Gmail integration help my business?<\/h2>\n\n\u0192\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:30% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"720\" height=\"1024\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-720x1024.png\" alt=\"Customer summary screen in Method's Gmail CRM integration\" class=\"wp-image-14343 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-720x1024.png 720w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-211x300.png 211w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-768x1092.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM.png 832w\" data-sizes=\"(max-width: 720px) 100vw, 720px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/1024;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<h3 class=\"wp-block-heading\" id=\"h-all-your-data-all-in-one-place\">All your data, all in one place<\/h3>\n\n\n<p class=\"wp-block-paragraph\">Get a complete view of each lead and customer without having to leave your Gmail inbox. See data from QuickBooks and Method alongside your emails, including:<\/p>\n\n\n<ul class=\"m-check-list\">\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-contact-details-icon.svg&#039;)\" class=\"lazyload\">Contact details<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-transactions-icon.svg&#039;)\" class=\"lazyload\">Purchase history<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-balance-icon.svg&#039;)\" class=\"lazyload\">Balance<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-activities-icon.svg&#039;)\" class=\"lazyload\">Activities<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-sales-opportunities.svg&#039;)\" class=\"lazyload\">Sales opportunities<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-documents-icon.svg&#039;)\" class=\"lazyload\">Documents<\/li>\n<\/ul>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 35%\"><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-stop-flipping-between-your-crm-and-gmail-account\">Stop flipping between your CRM and Gmail account<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The less time you spend on data entry, the more time you can spend closing sales. Add contacts, schedule follow-ups, and log opportunities right from your inbox with Method\u2019s CRM for Gmail integration.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"720\" height=\"1024\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-720x1024.png\" alt=\"New opportunity screen in Method's CRM Gmail integration\" class=\"wp-image-14344 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-720x1024.png 720w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-211x300.png 211w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-768x1092.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail.png 832w\" data-sizes=\"(max-width: 720px) 100vw, 720px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/1024;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:40% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"745\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-1024x745.png\" alt=\"Save emails using Method's CRM Gmail integration\" class=\"wp-image-14345 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-1024x745.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-300x218.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-768x559.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation.png 1044w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/745;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-track-every-conversation\">Track every conversation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Providing top-notch service begins with tracking each customer\u2019s needs. Save emails from Gmail to Method in just a few clicks \u2014 no need to copy and paste.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 45%\"><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-answer-questions-effortlessly-for-improved-customer-support\">Answer questions effortlessly for improved customer support<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If your customer has questions about an order, don\u2019t waste time manually searching for answers. Instead, click the order summary in Gmail to go straight to the full transaction in Method.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"707\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png\" alt=\"Capture gmail email in Method\" class=\"wp-image-14346 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-300x207.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-768x530.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry.png 1113w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/707;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"606\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-1024x606.png\" alt=\"Sales opportunities screen with phone\" class=\"wp-image-16750 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-1024x606.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-300x178.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-768x455.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-1536x910.png 1536w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/sales-op-and-estiamtes-mobile-graphic-2048x1213.png 2048w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/606;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-keep-your-sales-pipeline-moving\">Keep your sales pipeline moving<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u2019t get stuck in the middle of your sales process, instead move deals forward with strong customer communication and a deep understanding of what they need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Conveniently bring all the CRM data you need, from right inside your inbox.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 44%\"><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-best-crm-for-gmail\">Best CRM for Gmail<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From finding new leads to nurturing current customers, Gmail is a big part of your sales pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Get access to sales activities, turn emails into tasks, and easily create new leads in your inbox with <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/02\/HeroMethodHPBadges.svg\" alt=\"Method Dashboard with G2 leader and high performer badges\" class=\"wp-image-15936 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center m-bg-grey\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"658\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-1024x658.png\" alt=\"Contact list screen in Method CRM\" class=\"wp-image-16683 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-1024x658.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-300x193.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-768x494.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2.png 1288w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/658;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-stay-connected-with-your-team\">Stay connected with your team<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method\u2019s Gmail integration minimizes your need to bounce between programs. That means you empower your sales team to update contacts, leads, and sales directly their inbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keeping your entire team connected and on the same page has never been easier with Method CRM.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 44%\"><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-get-the-full-context-for-each-contact-record\">Get the full context for each contact record<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Immediately get insight into each of your contact\u2019s history and activities with Method\u2019s CRM for Gmail.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll always be prepared to make informed responses to your customers with all the data you need at your fingertips.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"924\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/02-strengthen-customer-realtionships-methodV5-1024x924.png\" alt=\"A view of a customer profile in Method\" class=\"wp-image-23844 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/02-strengthen-customer-realtionships-methodV5-1024x924.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/02-strengthen-customer-realtionships-methodV5-300x271.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/02-strengthen-customer-realtionships-methodV5-768x693.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/02-strengthen-customer-realtionships-methodV5.png 1200w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/924;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group inner-group is-content-justification-center is-layout-constrained wp-container-core-group-is-layout-25d930bd wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-6da5e430 wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-why-crm-gmail-integration-matters\">Why CRM + Gmail integration matters<\/h2>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-center mg-text-subtitle wp-block-paragraph\" style=\"margin-bottom:0px\">Most CRMs force you to adapt to their rules. Method flips that script. We say yes to your workflows, your data, and your process. With Method, you can redesign your dashboard, customize invoices, automate tasks, and more. Our team of Method Experts will work with you to create a CRM that truly fits your business.<\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:48% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1000\" height=\"667\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/231.jpg\" alt=\"\" class=\"wp-image-40086 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/231.jpg 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/231-768x512.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/667;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-when-your-crm-and-email-aren-t-in-sync-teams-struggle-with\">When your CRM and email aren\u2019t in sync, teams struggle with:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Outdated contact information<\/strong> stuck in spreadsheets no one remembers to update<br><\/li>\n\n\n\n<li class=\"\"><strong>Manual status updates<\/strong>, with employees digging through emails when managers ask for deal progress<br><\/li>\n\n\n\n<li class=\"\"><strong>Context-less support replies<\/strong>, because past conversations aren\u2019t visible<br><\/li>\n\n\n\n<li class=\"\"><strong>Missed follow-ups<\/strong>, since reminders live in a different tool than the conversation<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group inner-group is-content-justification-center is-layout-constrained wp-container-core-group-is-layout-25d930bd wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-6da5e430 wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-what-changes-with-a-proper-crm-gmail-integration\">What changes with a proper CRM\u2013Gmail integration<\/h2>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-center mg-text-subtitle wp-block-paragraph\" style=\"margin-bottom:0px\">With the right CRM-Gmail integration approach, your inbox and customer data can communicate with each other. That means no more copying and pasting or leaving the CRM\/Gmail interface just to answer a simple customer inquiry.&nbsp;<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Since your CRM software is integrated with your email client, you\u2019ll have more time for actual conversations and follow-ups, closing even more deals than before.&nbsp;<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Plenty of CRM tools promise this. Very few deliver it in a way that actually fits how real teams work. Method is built for teams that want a CRM solution that adapts to their workflow, not the other way around.<\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group inner-group, m-bg-grey is-content-justification-center is-layout-constrained wp-container-core-group-is-layout-25d930bd wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-6da5e430 wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-how-it-works-step-by-step-setup-guide\">How it works: Step-by-step setup guide<\/h2>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-center mg-text-subtitle wp-block-paragraph\" style=\"margin-bottom:0px\">You won\u2019t need a long implementation presentation or a crash course to get started with Method\u2019s CRM Gmail integration. You\u2019re most likely using Gmail and Google Workspace, which means you\u2019re already halfway there.<\/p>\n\n\n<div class=\"wp-block-mgblocks-accordion\" >\n\t<div class=\"mgblocks-accordion-item\">\n\t\t<h3 class=\"mgblocks-accordion-header\" id=\"headingd2e02de6-5d33-43df-a617-7b4cbd49d3c8\">\n\t\t\t<button class=\"mgblocks-accordion-button collapsed \" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapsed2e02de6-5d33-43df-a617-7b4cbd49d3c8\" aria-expanded=\"false\" aria-controls=\"collapsed2e02de6-5d33-43df-a617-7b4cbd49d3c8\">\n\t\t\t\t<strong>Installing the Method Gmail sidebar<\/strong>\t\t\t<\/button>\n\t\t<\/h3>\n\t\t<div id=\"collapsed2e02de6-5d33-43df-a617-7b4cbd49d3c8\" class=\"mgblocks-accordion-collapse  collapse \" aria-labelledby=\"headingd2e02de6-5d33-43df-a617-7b4cbd49d3c8\">\n\t\t\t<div class=\"mgblocks-accordion-body\">\n\t\t\t\t\n\n<p class=\"wp-block-paragraph\">You\u2019ll be able to use our integration through a sidebar add-on that shows CRM data next to the emails you\u2019re looking at, in real-time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Install the Method:Sidebar by doing the following:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Log in to your Gmail account as usual.<\/li>\n\n\n\n<li class=\"\">Click on the \u201cGet Add-ons\u201d plus icon on the right side of your inbox. That\u2019ll take you to the Google Workspace marketplace, where you have to search for \u201cMethod:Sidebar.\u201d<\/li>\n\n\n\n<li class=\"\">Click on the app listing and select \u201cInstall.\u201d Here, you\u2019ll click on \u201cContinue\u201d when prompted.&nbsp;<\/li>\n\n\n\n<li class=\"\">Select a Method account you\u2019d like to connect, grant permissions, accomplish the authorization steps, and click \u201cDone\u201d once the installation is complete.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If it\u2019s your first time using the sidebar add-on, your browser will prompt you to sign in to Method in a different window.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But once you\u2019re in, you\u2019ll see CRM data appear.<\/p>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"wp-block-mgblocks-accordion\" >\n\t<div class=\"mgblocks-accordion-item\">\n\t\t<h3 class=\"mgblocks-accordion-header\" id=\"headinga41a7170-2377-4ef7-8e0d-56ccc1571b4c\">\n\t\t\t<button class=\"mgblocks-accordion-button collapsed \" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapsea41a7170-2377-4ef7-8e0d-56ccc1571b4c\" aria-expanded=\"false\" aria-controls=\"collapsea41a7170-2377-4ef7-8e0d-56ccc1571b4c\">\n\t\t\t\t<strong>Permissions explained<\/strong>\t\t\t<\/button>\n\t\t<\/h3>\n\t\t<div id=\"collapsea41a7170-2377-4ef7-8e0d-56ccc1571b4c\" class=\"mgblocks-accordion-collapse  collapse \" aria-labelledby=\"headinga41a7170-2377-4ef7-8e0d-56ccc1571b4c\">\n\t\t\t<div class=\"mgblocks-accordion-body\">\n\t\t\t\t\n\n<p class=\"wp-block-paragraph\">Once installation is complete and you\u2019ve connected your Google account, you\u2019ll be prompted to allow some permissions:&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Access to notifications so that you don\u2019t miss important activity updates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Access to Gmail so that Method can save emails and show conversations in the sidebar add-on.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Access to contact information for contact management and record matching.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Access to Google Calendar that supports activity context and follow up visibility.<\/p>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"wp-block-mgblocks-accordion\" >\n\t<div class=\"mgblocks-accordion-item\">\n\t\t<h3 class=\"mgblocks-accordion-header\" id=\"headinge67fa93c-0c82-4ee7-bf49-ace7f74f944f\">\n\t\t\t<button class=\"mgblocks-accordion-button collapsed \" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapsee67fa93c-0c82-4ee7-bf49-ace7f74f944f\" aria-expanded=\"false\" aria-controls=\"collapsee67fa93c-0c82-4ee7-bf49-ace7f74f944f\">\n\t\t\t\t<strong>First actions once installed<\/strong>\t\t\t<\/button>\n\t\t<\/h3>\n\t\t<div id=\"collapsee67fa93c-0c82-4ee7-bf49-ace7f74f944f\" class=\"mgblocks-accordion-collapse  collapse \" aria-labelledby=\"headinge67fa93c-0c82-4ee7-bf49-ace7f74f944f\">\n\t\t\t<div class=\"mgblocks-accordion-body\">\n\t\t\t\t\n\n<p class=\"wp-block-paragraph\">Once the sidebar is live, you can welcome workflow automation. Most teams start with three actions: save an email to an existing contact, create a new contact using an email message, and view previous customer interactions without having to switch tabs.<\/p>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group inner-group is-content-justification-center is-layout-constrained wp-container-core-group-is-layout-25d930bd wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:65px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-6da5e430 wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-features-deep-dive\">Features deep dive<\/h2>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-center mg-text-subtitle wp-block-paragraph\" style=\"margin-bottom:0px\">Let\u2019s explore how Method\u2019s CRM Gmail integration is useful inside the inbox and not just in product demos.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"view-crm-contact-data-inside-gmail\" class=\"wp-block-heading\"><strong>View CRM contact data inside Gmail<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method ensures that you see the important details in every email, whether contact information, account details, activity history, sales opportunities, linked documents, or even related events in the calendar.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why this matters:<\/strong> Context changes conversations. When you know where a deal stands or what a customer bought last time, your replies are sharper and faster. That\u2019s true for sales CRM teams and support teams alike.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"save-emails-to-method-automatically\" class=\"wp-block-heading\"><strong>Save emails to Method automatically<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Saving and fetching emails don\u2019t have to be stressful, and with Method, you can save emails with one click, link them automatically to contacts and opportunities, and categorize or label emails based on your Method setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You get a clean activity trail without relying on plain memory. On top of that, sales managers get to check customer interactions without asking teams and without scouring email threads.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"create-new-records-from-emails\" class=\"wp-block-heading\"><strong>Create new records from emails<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">New emails often mean new leads are coming in, and you can act on them immediately with Method. Our sidebar lets you create new contacts, add tasks for those contacts, and even log follow-ups for them.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales teams can say goodbye to dropped leads, while support representatives can solve concerns faster. For a small team juggling everything, it means less mental overhead.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:72px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"synchronize-activities-and-followups\" class=\"wp-block-heading\"><strong>Synchronize activities and follow-ups<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once emails are saved, Method tracks activity history, including calls, emails, and tasks. Activities and follow-ups remain visible alongside your calendar context. You won\u2019t have to guess when it comes to remembering your most recent touchpoints.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"opportunity-tracking-without-leaving-gmail\" class=\"wp-block-heading\"><strong>Opportunity tracking without leaving Gmail<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Gmail, you\u2019ll be able to understand the status of deals because Method will show you opportunity data directly from the sidebar add-on. That\u2019s where you can track leads and view deal stages, with updates syncing immediately once saved.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"h-team-collaboration-via-embedded-crm-data\"><strong>Team collaboration via embedded CRM data<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Aside from improving individual productivity, CRM integration improves shared visibility. Everyone gets to see the same customer interactions, updates, follow-up reminders, notes, and scheduled activities. There\u2019s no need for duplicate outreach between team members and managers.<\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group m-bg-grey is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\"><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignwide m-bg-grey is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 44%\"><div class=\"wp-block-media-text__content\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-cases-and-scenarios\">Use cases and scenarios<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ve got plenty, because good CRM-Gmail integration means the tool adapts to different roles.<\/p>\n\n\n\n<h3 id=\"sales-teams-that-want-to-close-deals-faster\" class=\"wp-block-heading\"><strong>Sales teams that want to close deals faster<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Gmail is where sales teams are, and Method meets them there. Emails can be connected to existing leads or contacts and new leads can be created manually from emails. On top of that, teams get to sync follow-up activities with Google Calendar.<\/p>\n\n\n\n<h3 id=\"support-teams-that-need-to-answer-with-context\" class=\"wp-block-heading\"><strong>Support teams that need to answer with context<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Support teams don\u2019t have time to hunt for answers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With Method, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">View purchase history in the sidebar.<\/li>\n\n\n\n<li class=\"\">See past customer interactions instantly.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">That means fewer back-and-forth messages and faster resolutions.<\/p>\n\n\n\n<h3 id=\"small-business-owners-that-wear-every-hat\" class=\"wp-block-heading\"><strong>Small business owners that wear every hat<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you run a small business, your inbox is mission control.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method helps you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Replace scattered spreadsheets.<\/li>\n\n\n\n<li class=\"\">Centralize contact management.<\/li>\n\n\n\n<li class=\"\">Stay on top of follow-ups.<\/li>\n\n\n\n<li class=\"\">Avoid paying for multiple productivity tools.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You don\u2019t need a free CRM that outgrows you in six months. You need something that fits now and scales later.<\/p>\n\n\n\n<h3 id=\"customer-success-teams-that-manage-longterm-relationships\" class=\"wp-block-heading\"><strong>Customer success teams that manage long-term relationships<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your long-term customers demand and expect that you provide them with service continuity, and Method helps you do that. The Gmail-CRM integration lets you keep emails, notes, calendar events, and other important details related to customer interaction all connected to one record, in one platform.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Teams can then maintain strong relationships without relying on outdated knowledge.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"667\" height=\"1000\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/2149060232.jpg\" alt=\"\" class=\"wp-image-40096 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 667px; --smush-placeholder-aspect-ratio: 667\/1000;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<section class=\"m-section\">\n  <div class=\"m-container\" style=\"max-width: 1000px; margin: 0 auto; padding: 10px 5px;\">\n\n    <div class=\"m-bg-grey\" style=\"\n      border-radius: 18px;\n      padding: 32px 28px;\n      box-shadow: 0 10px 24px rgba(0,0,0,0.06);\n      text-align: center;\n    \">\n      <h2 style=\"margin: 0 0 18px; line-height: 1.25;\">\n        Best practices for using Gmail and CRM together\n      <\/h2>\n\n      <ul style=\"\n        margin: 0 auto;\n        padding: 0;\n        list-style-position: inside;\n        max-width: 760px;\n        line-height: 1.8;\n      \">\n        <p>\n          The best CRM Gmail integration approach requires teams to follow a few simple habits, which aren\u2019t overly complicated to follow. Here are practical ways to keep your data clean and useful:\n        <\/p>\n        <li style=\"margin-bottom: 14px;\">\n          Be consistent as you tag and organize. Tags should be used to group conversations by deal, issue type, or the stage of the lead or customer.\n        <\/li>\n        <li style=\"margin-bottom: 14px;\">\n          Use the tool\u2019s calendar integration to keep meetings and deadlines visible next to email threads.\n        <\/li>\n        <li style=\"margin-bottom: 14px;\">\n          Standardize naming conventions to improve ease of use for sales teams and managers.\n        <\/li>\n        <li style=\"margin-bottom: 14px;\">\n          Use follow-up reminders. If an email requires action, you can turn that into a task with Method and easily set up follow-ups so that nothing slips through the cracks.\n        <\/li>\n        <li>\n          Sync Method with QuickBooks wherever applicable for full visibility over the customer lifecycle.\n        <\/li>\n      <\/ul>\n    <\/div>\n\n  <\/div>\n<\/section>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-simplify-your-business-with-method\">Simplify your business with Method<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start your free trial \u2014 no credit card, no contract.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-white\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n\n\n\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/demo\/?SOURCE=QBCRMpage\">Book a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-frequently-asked-questions\">Frequently asked questions<\/h2>\n\n\n\n<section  class=\"block block--bgdefaultcolor block--paddingTopDefault block--paddingBottomDefault block--textdefault block--alignDefault   block--faqs\" \">\n    \n  <div class=\"container container--default\">\n    \n          <div class=\"faqs\">\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Can you use Gmail as a CRM?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Gmail on its own isn\u2019t a CRM system. It\u2019s great for communication, but it wasn\u2019t built for contact management, lead management, or tracking customer interactions over time. Gmail users often try to turn their inbox into a makeshift CRM using labels, folders, and spreadsheets, but that only works for so long.<\/p>\n<p>A proper CRM-Gmail integration fills the gap. It keeps Gmail as your main workspace while adding structure around:<\/p>\n<ul>\n<li aria-level='1'>Contact information<\/li>\n<li aria-level='1'>Activity history<\/li>\n<li aria-level='1'>Follow-ups and tasks<\/li>\n<li aria-level='1'>Opportunities and sales pipeline data<\/li>\n<\/ul>\n<p>With Method, Gmail becomes the front door to your CRM, without forcing you to change how you work.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Does Google have a CRM tool?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Google doesn\u2019t offer a native CRM solution. Google Workspace includes tools like Gmail, Google Calendar, and shared documents, but none of them handle customer relationship management on their own.<\/p>\n<p>That\u2019s why many businesses pair Google Workspace with a CRM system built to integrate directly with Gmail. This approach keeps your email, calendar events, and customer data connected without relying on plugins that only solve part of the problem.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              What is a CRM on top of Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>A CRM on top of Gmail is software that layers CRM functionality directly into the Gmail interface. Instead of switching between tabs, you see CRM data in a sidebar while reading or sending emails.<\/p>\n<p>With Method\u2019s Gmail add-on, that includes:<\/p>\n<ul>\n<li aria-level='1'>Viewing contact and company records<\/li>\n<li aria-level='1'>Saving emails automatically<\/li>\n<li aria-level='1'>Creating tasks and follow-ups<\/li>\n<li aria-level='1'>Tracking deals and outreach<\/li>\n<\/ul>\n<p>It\u2019s not about replacing Gmail but about adding the structure Gmail lacks.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              What is the best CRM for Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>The best Gmail CRM depends on how much control you want and how complex your workflow is.<\/p>\n<p>Method stands out for teams that want:<\/p>\n<ul>\n<li aria-level='1'>A customizable CRM solution<\/li>\n<li aria-level='1'>Deep CRM integration with Gmail<\/li>\n<li aria-level='1'>Visibility into accounting, sales, and project management data<\/li>\n<li aria-level='1'>Support from a real team, not just a setup wizard<\/li>\n<\/ul>\n<p>If you want the best Gmail CRM that adapts to your business instead of forcing a template, Method is built for that.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How do I choose the right CRM for Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Choosing the right CRM tools starts with how your team actually works.<\/p>\n<p>Ask yourself:<\/p>\n<ul>\n<li aria-level='1'>Do we live in Gmail all day?<\/li>\n<li aria-level='1'>Do we need to track leads, deals, or support conversations?<\/li>\n<li aria-level='1'>Do we rely on Google Calendar for scheduling?<\/li>\n<li aria-level='1'>Are spreadsheets becoming unmanageable?<\/li>\n<\/ul>\n<p>Also consider ease of use. A CRM system that looks good but never gets used won\u2019t help your business. Look for a user-friendly setup, clear functionality, and plans that can grow with you.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Which platform offers the best CRM Gmail integration?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Many platforms claim Gmail integration, but not all integrations are equal.<\/p>\n<p>Some tools only offer:<\/p>\n<ul>\n<li aria-level='1'>A Chrome extension with limited access<\/li>\n<li aria-level='1'>One-way syncing<\/li>\n<li aria-level='1'>Basic email tracking without context<\/li>\n<\/ul>\n<p>Method\u2019s CRM Gmail integration goes further by embedding CRM data directly in the inbox. It works with Google Workspace, syncs calendar events, and supports deeper workflows without disrupting your day.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              What is the process of CRM integration with Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Most Gmail CRM integrations follow a similar setup flow.<\/p>\n<p>With Method, the process looks like this:<\/p>\n<ol>\n<li aria-level='1'>Install the Gmail add-on from the Google Workspace Marketplace<\/li>\n<li aria-level='1'>Grant permissions to connect Gmail, Google Calendar, and contacts<\/li>\n<li aria-level='1'>Sign in to your Method account<\/li>\n<li aria-level='1'>Open an email to view CRM data in the sidebar<\/li>\n<\/ol>\n<p>From there, emails, tasks, and activities sync automatically. No manual importing or broken connections.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              What is the best Gmail CRM extension for managing contacts?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>A strong Gmail CRM extension should handle more than just names and email addresses.<\/p>\n<p>Look for tools that support:<\/p>\n<ul>\n<li aria-level='1'>Full contact management<\/li>\n<li aria-level='1'>Activity timelines<\/li>\n<li aria-level='1'>Email templates for consistent outreach<\/li>\n<li aria-level='1'>Email opens and response tracking<\/li>\n<li aria-level='1'>Permissions for shared visibility<\/li>\n<\/ul>\n<p>Method\u2019s Chrome extension-style add-on focuses on managing real relationships, not just storing data.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How can I sync my CRM contacts with Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>With Method, email conversations are automatically connected to existing CRM contacts in Gmail. You can save emails to Method with a click, create new contacts when needed, and keep all activity history in one place without exporting lists or managing spreadsheets. Your CRM remains the source of truth, while Gmail gives you instant context as you work.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How can integrating CRM with Gmail improve my workflow?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Integrating CRM with Gmail removes unnecessary steps from your day.<\/p>\n<p>Instead of:<\/p>\n<ul>\n<li aria-level='1'>Switching tabs<\/li>\n<li aria-level='1'>Copying notes<\/li>\n<li aria-level='1'>Updating records later<\/li>\n<\/ul>\n<p>You handle everything in one place. That means fewer mistakes, faster responses, and a smoother workflow from first email to closed deal.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How does integrating a CRM with Gmail improve productivity?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Productivity isn\u2019t about doing more. It\u2019s about removing friction.<\/p>\n<p>A Gmail-CRM integration improves productivity by:<\/p>\n<ul>\n<li aria-level='1'>Reducing context switching<\/li>\n<li aria-level='1'>Centralizing customer interactions<\/li>\n<li aria-level='1'>Automating routine updates<\/li>\n<li aria-level='1'>Keeping follow-ups visible<\/li>\n<\/ul>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              What features should I look for in a CRM that integrates with Gmail?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>At a minimum, your CRM software should support:<\/p>\n<ul>\n<li aria-level='1'>Native Gmail interface access<\/li>\n<li aria-level='1'>Google Calendar integration<\/li>\n<li aria-level='1'>Contact and lead management<\/li>\n<li aria-level='1'>Email activity visibility inside the CRM<\/li>\n<li aria-level='1'>Notifications and reminders<\/li>\n<li aria-level='1'>Mobile app access on iOS and Android<\/li>\n<li aria-level='1'>CRM features that grow with your team<\/li>\n<\/ul>\n<p>Free CRM tools or a free plan can be useful for testing, but paid plans often unlock the functionality teams actually need.<\/p>\n<p>Method was built to support real workflows, not force you into a box. If you\u2019re tired of juggling tools that almost work, it may be time for a CRM system that finally fits how you do business.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n              <\/div>\n    \n    \n          <script type=\"application\/ld+json\">\n        {\n          \"@context\": \"https:\/\/schema.org\",\n          \"@type\": \"FAQPage\",\n          \"@id\": \"\/faq#1\",\n          \"mainEntity\": [\n                                        {\n                \"@type\": \"Question\",\n                \"name\": \"Can you use Gmail as a CRM?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Gmail on its own isn\u2019t a CRM system. It\u2019s great for communication, but it wasn\u2019t built for contact management, lead management, or tracking customer interactions over time. 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Instead of switching between tabs, you see CRM data in a sidebar while reading or sending emails.<\/p>\n<p>With Method\u2019s Gmail add-on, that includes:<\/p>\n<ul>\n<li aria-level='1'>Viewing contact and company records<\/li>\n<li aria-level='1'>Saving emails automatically<\/li>\n<li aria-level='1'>Creating tasks and follow-ups<\/li>\n<li aria-level='1'>Tracking deals and outreach<\/li>\n<\/ul>\n<p>It\u2019s not about replacing Gmail but about adding the structure Gmail lacks.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"What is the best CRM for Gmail?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>The best Gmail CRM depends on how much control you want and how complex your workflow is.<\/p>\n<p>Method stands out for teams that want:<\/p>\n<ul>\n<li aria-level='1'>A customizable CRM solution<\/li>\n<li aria-level='1'>Deep CRM integration with Gmail<\/li>\n<li aria-level='1'>Visibility into accounting, sales, and project management data<\/li>\n<li aria-level='1'>Support from a real team, not just a setup wizard<\/li>\n<\/ul>\n<p>If you want the best Gmail CRM that adapts to your business instead of forcing a template, Method is built for that.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"How do I choose the right CRM for Gmail?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Choosing the right CRM tools starts with how your team actually works.<\/p>\n<p>Ask yourself:<\/p>\n<ul>\n<li aria-level='1'>Do we live in Gmail all day?<\/li>\n<li aria-level='1'>Do we need to track leads, deals, or support conversations?<\/li>\n<li aria-level='1'>Do we rely on Google Calendar for scheduling?<\/li>\n<li aria-level='1'>Are spreadsheets becoming unmanageable?<\/li>\n<\/ul>\n<p>Also consider ease of use. 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It works with Google Workspace, syncs calendar events, and supports deeper workflows without disrupting your day.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"What is the process of CRM integration with Gmail?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Most Gmail CRM integrations follow a similar setup flow.<\/p>\n<p>With Method, the process looks like this:<\/p>\n<ol>\n<li aria-level='1'>Install the Gmail add-on from the Google Workspace Marketplace<\/li>\n<li aria-level='1'>Grant permissions to connect Gmail, Google Calendar, and contacts<\/li>\n<li aria-level='1'>Sign in to your Method account<\/li>\n<li aria-level='1'>Open an email to view CRM data in the sidebar<\/li>\n<\/ol>\n<p>From there, emails, tasks, and activities sync automatically. 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It\u2019s about removing friction.<\/p>\n<p>A Gmail-CRM integration improves productivity by:<\/p>\n<ul>\n<li aria-level='1'>Reducing context switching<\/li>\n<li aria-level='1'>Centralizing customer interactions<\/li>\n<li aria-level='1'>Automating routine updates<\/li>\n<li aria-level='1'>Keeping follow-ups visible<\/li>\n<\/ul>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"What features should I look for in a CRM that integrates with Gmail?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>At a minimum, your CRM software should support:<\/p>\n<ul>\n<li aria-level='1'>Native Gmail interface access<\/li>\n<li aria-level='1'>Google Calendar integration<\/li>\n<li aria-level='1'>Contact and lead management<\/li>\n<li aria-level='1'>Email activity visibility inside the CRM<\/li>\n<li aria-level='1'>Notifications and reminders<\/li>\n<li aria-level='1'>Mobile app access on iOS and Android<\/li>\n<li aria-level='1'>CRM features that grow with your team<\/li>\n<\/ul>\n<p>Free CRM tools or a free plan can be useful for testing, but paid plans often unlock the functionality teams actually need.<\/p>\n<p>Method was built to support real workflows, not force you into a box. If you\u2019re tired of juggling tools that almost work, it may be time for a CRM system that finally fits how you do business.<\/p>\n\"\n                }\n              }\n                                    ]\n        }\n      <\/script>\n    \n    \n  <\/div>\n<\/section>\n\n","protected":false},"excerpt":{"rendered":"<p>Do more in your inbox with a CRM-Gmail integration Add new contacts, save messages, track activities, and more from your inbox with Method CRM. How will Method\u2019s Gmail integration help my business? All your data, all in one place Get a complete view of each lead and customer without having to leave your Gmail inbox. [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":0,"parent":11327,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[2519],"class_list":["post-10791","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM-Gmail Integration &#8212; Method<\/title>\n<meta name=\"description\" content=\"Method&#039;s CRM-Gmail integration brings your CRM into your inbox. Add new contacts, save emails, and view customer history. Try it free!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/features\/gmail\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gmail\" \/>\n<meta property=\"og:description\" content=\"Method&#039;s CRM-Gmail integration brings your CRM into your inbox. Add new contacts, save emails, and view customer history. 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