Effortlessly streamline your research process by saving and tagging emails to Bipsync directly within Gmail™.
Listing updated:August 15, 2025
Works with:
47
Overview
The Bipsync for Gmail™ is designed to maximizes your research efficiency.  This powerful add-on lets you seamlessly save and tag email content to associated records in Bipsync relating to managers, funds, contacts, and other custom fields – all within the Gmail™ app.

Whether you're working on the go or at your desk, you can effortlessly sync your research content from Gmail™ to Bipsync with just a few clicks.  The add-on automatically creates new research notes in Bipsync, complete with the email content, attachment files, and metadata tagged to your custom fields. 

Stay organized, enhance collaboration, and ensure that every critical piece of information is captured and accessible in Bipsync. 

Bipsync for Gmail™ is available for existing Bipsync clients. To learn more, check out bipsync.com. 
Additional information
PricingFree of charge
Developer
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Bipsync for Gmail™ will ask for the permissions shown below. Learn more
Bipsync for Gmail™ will need access to your Google account
This will allow Bipsync for Gmail™ to :
View your email message metadata when the add-on is running
View your email messages when the add-on is running
Run as a Gmail add-on
Connect to an external service
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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