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Gmail CRM — Your Inbox is Your Pipeline

Connect Gmail to TeknoVesta for two-way email sync, AI-drafted replies, automatic lead capture, and full conversation tracking — without changing how you work.

Understanding the Problem

Sales reps live in Gmail. They write quotes, follow up with leads, send proposals, and answer customer questions — all from their inbox. But Gmail and CRM systems usually live separately, forcing reps to manually copy-paste emails into CRM notes. The result: incomplete CRM data, missed follow-ups, and managers who have no visibility into what their team is actually saying. TeknoVesta connects Gmail directly to your CRM with two-way sync — every email becomes a tracked activity, every lead is auto-captured, and AI drafts replies based on full context. Reps keep working in Gmail; the CRM updates itself.

Core Modules

Two-Way Email Sync

Emails sent and received in Gmail sync to TeknoVesta in real time. Replies sent from TeknoVesta also appear in Gmail Sent folder. No duplicate inboxes.

Automatic Lead Capture

New email senders are automatically created as leads if they do not exist. Domain matching links emails to existing company records.

AI Reply Drafts

For each incoming email, AI generates a context-aware reply draft using customer history, product catalog, and your tone. Reps review and send.

Email Template Library

Save high-performing emails as templates. Insert merge tags for personalization. Track open rates and response rates per template.

Activity Tracking & Deal Linking

Every email is logged as a CRM activity. Emails auto-link to the relevant deal, lead, or company. Managers see communication history without opening Gmail.

KVKK & GDPR Compliance

OAuth 2.0 authentication, audit logs, data residency in EU/Turkey, role-based access. AI processing happens on our infrastructure — your emails never go to external AI providers.

How It Works

1

Connect Gmail via OAuth

Each user connects their Gmail account via secure Google OAuth. Setup takes 2 minutes per user.

2

Configure Sync Rules

Choose which folders sync (Inbox, Sent, custom labels). Set domain filters to exclude personal mail.

3

Train AI on Past Conversations

AI analyzes past emails to learn tone, common topics, and product references. The longer you use it, the better the drafts.

4

Work as Usual

Reps continue using Gmail normally. Every email syncs automatically to the CRM in the background.

5

Reply with AI Assistance

AI draft is ready for each incoming email. Review, edit, send. Conversation history updates everywhere.

Key Benefits

Zero Manual Data Entry

No more copy-pasting emails into CRM notes. Every email is automatically logged, linked, and searchable.

Manager Visibility

Managers see what reps actually communicate without reading their inboxes. Deal progress reflects real activity.

Faster Reply Times

AI drafts cut response times 50-70%. Customers get answers when interest is hot.

Compliance Without Compromise

KVKK/GDPR audit trails, regional data residency, and on-premise AI — all built in.

Frequently Asked Questions

Does this work with personal Gmail accounts?

Yes. The integration works with both personal Gmail accounts (gmail.com) and Google Workspace accounts. Workspace gives admins central control; personal Gmail connections are per-user.

Are my emails stored in TeknoVesta?

Yes — emails sync to TeknoVesta for CRM functionality. Storage is in your region (EU or Turkey) with KVKK/GDPR compliance. You can revoke access anytime, and email content is removed on revocation. We never use email content for AI training.

What happens if I disconnect Gmail?

CRM records of past emails remain (as activity history), but new emails stop syncing. Reconnecting resumes sync. You can also delete all synced email content on disconnect.

Ready to connect your tools?

Get in touch to see how TeknoVesta integrates with your existing systems.

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