CustomerIQ + Gmail
Google's email service used by millions of businesses worldwide. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Important emails get lost in overflowing inboxes.
Hours spent sorting, categorizing, and responding to messages.
No visibility into team email workload or response times.
Critical follow-ups slip through the cracks.
Three ways we transform your email workflow.
*there are many more, but we thought we'd ease you into it.
Inbox Zero
Smart Categorization
AI automatically categorizes every email using your custom categories. Know what needs attention instantly.
Time Savings
AI-Drafted Replies
Stop writing the same responses. CustomerIQ drafts professional replies you can send with one click.
Performance Visibility
Team Insights
Track reply times, workload distribution, and email volume across your entire team.
Powerful features for Gmail users
Everything you need to automate your workflow and gain actionable insights.
Automatic Email Sync
Every sent and received email automatically captured and synced to your CRM and AMS records.
AI Email Categorization
CustomerIQ automatically categorizes emails by type, urgency, and required action using custom categories you define.
Smart Reply Drafts
AI drafts professional replies based on email context and your communication history.
Follow-Up Automation
Never miss a follow-up with AI-generated draft responses for emails that need attention.
Easy setup
Get started in minutes
Connect Gmail to CustomerIQ in three simple steps.
Connect Gmail
Authorize CustomerIQ to access your Gmail account via secure OAuth.
Configure categories
Set up custom email categories and automation rules for your workflow.
Start automating
CustomerIQ immediately begins categorizing, syncing, and drafting responses.
Why teams love CustomerIQ + Gmail
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect Gmail?
See how CustomerIQ can transform your workflow with a personalized demo.