• 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 events are not supported.

Step 1: Install the Pipeline CRM Google Workspace App (Admin)

1. Sign in as your organization’s Google Workspace admin (using the same email as your Pipeline CRM admin).
2. Open the Pipeline CRM App in the Google Workspace Marketplace and click to install.
   1. To find it: In Pipeline CRM, go to Settings > Other > App Store, then locate ‘Google Apps integration’ and click ‘Learn More.’
   2. Or, use this direct link: Pipeline CRM Google Workspace App.
3. Approve all requested Google permissions.
   

Step 2: Manage Who Can Sync (Admin)

1. In Pipeline CRM, go to App Store > Google Apps integration > Learn More.
2. You’ll see a list of all Google Workspace users.
3. Enable the Google sync for users.

If you’re still seeing the marketplace page, setup isn’t complete. Go to: 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.