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Gmail + Salesgear: Turn Gmail Into a Sales Workspace

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over a week ago

If Gmail is where most of your conversations already happen, Salesgear’s Gmail integration brings sales context, automation, and tracking directly into your inbox without changing how you write emails.

Once installed, you can send tracked emails, pull templates, schedule follow-ups, and sync activity to your CRM, all from Gmail.


What you can do with the Gmail integration

With the Salesgear Chrome extension inside Gmail, you can:

  • Track email opens and link clicks

  • Insert Salesgear templates directly into Gmail

  • Attach automated follow-ups using sequences

  • Sync email activity to Salesforce

  • Get real-time engagement alerts via Live Feed

This helps you respond faster, follow up smarter, and avoid switching between tools.


Step 1: Install the Salesgear Chrome extension

  1. Open the Salesgear Chrome extension page in the Chrome Web Store

  2. Click Add to Chrome

  3. Confirm by clicking Add extension


Step 2: Use Salesgear inside Gmail

  1. Open your Gmail account

  2. Click Compose

  3. Enter the recipient and subject line

Below the subject line, you’ll see Salesgear features available inside the email editor.


What each Gmail feature does

Templates

  • Click Templates

  • Select any template from your Salesgear account

  • The content is inserted into Gmail instantly

  • Edit if needed and send

Sequences

  • Click Sequences

  • Choose a sequence from your Salesgear account

  • Salesgear automatically schedules follow-ups if there’s no reply

  • Adjust follow-up timing before sending

Tracking

  • Enable Open tracking to see when emails are opened

  • Enable Click tracking to track link engagement
    (Click tracking requires open tracking to be enabled)

Salesforce Sync

  • Enable Log to Salesforce

  • Email activity syncs automatically if the contact exists in Salesforce

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