• You must be a Google Workspace admin and a Pipeline CRM admin using the same email.
• This integration works only with Google Workspace (Work accounts) — not personal Gmail.
• Recurring calendar events are not supported.

1. Sign in to Google as your organization's Workspace admin.
2. Open the Pipeline CRM Google Workspace App and click Install.
   • Or, in Pipeline CRM, go to Settings > Other > App Store, find Google Apps Integration, and click Learn More.
3. Approve all requested Google permissions.

1. In Pipeline CRM, go to App Store > Google Apps Integration > Learn More.
2. Review the list of Google Workspace users.
3. Toggle on Google Sync for each user who needs access.

⚠️ Note: If the setup page redirects you to the Marketplace, your domain setup isn't complete. Finish setup at: https://google.pipelinedeals.com/google/setup?domain=COMPANY.com — replace COMPANY.com with your domain.

Step 3: Configure Your Sync (Users)

1. Click your Profile icon > My Profile.
2. Go to Integrations.
3. Scroll to the ‘Google Sync’ section and click ‘Visit Google sync settings.’
4. Choose which Google Calendar (and optionally, contacts) to sync.

• A Google Contact Group named Pipeline is created automatically.
• Only contacts in the Pipeline group sync between Google and Pipeline CRM.
• You own contacts in your Pipeline group. If a contact is re-assigned in Pipeline, it moves to the new owner’s Pipeline group in Google but remains in your Google contacts outside the group.

• Calendar changes in Google or Pipeline CRM sync both ways, including deletions.
• Recurring events are not supported.

• Changes made in Pipeline CRM update Google for adds, edits, and deletes. Refresh Google Contacts/Calendar to see updates.
• Changes made in Google appear in Pipeline CRM:
  •  Calendar: near real-time.
  • Contacts: every hour.
• First sync imports all existing contacts and calendar events into Pipeline CRM; later syncs only pull changes since the last sync.

• If you installed the Google Workspace app but Google Sync still redirects to the Marketplace, your domain setup isn’t complete. Finish setup at: https://google.pipelinedeals.com/google/setup?domain=COMPANY.com — Replace COMPANY.com with your domain.
• Company name differences create duplicates: Keep names consistent across Google and Pipeline (e.g., use either “Acme Corp” or “Acme Corporation” in both). Merging in Pipeline won’t change Google’s data; update names in Google first, then Pipeline.
• Deleting users: Removing a user in Pipeline CRM doesn’t delete their Google contacts; it only removes them from the Pipeline group.

• Are recurring events supported? No.
• Can I disable sync?
  • Admins: Profile icon > Account Settings > Integrations > Google Apps.
  • Users: Profile icon > My Profile > Google Sync.
• Will syncing delete my contacts? 
  • No. The sync is bidirectional and user-controlled. Adds, updates, and deletions sync both ways. If a user is deleted in Pipeline, their contacts remain in Google but are removed from the Pipeline group.
• Can I sync a personal Gmail? No — only Google Workspace accounts.