CiviCRM Connect lets you record emails from Gmail™ straight into your organisation's CiviCRM, without copying and pasting.

Open an email in Gmail™ and CiviCRM Connect shows which people on it are already in CiviCRM. Click Record this email and it is saved as an activity:

- The sender is recorded as the source contact, and To, Cc and Bcc recipients as the targets.
- Add anyone who isn't in CiviCRM yet with one click, using the name in their email address.
- Each email is identified by its Message-ID, so an email already recorded (for example by a colleague who received it too) isn't recorded again.
- Only the plain-text body is saved, so HTML from external senders is never rendered in CiviCRM.

Getting started

Your CiviCRM site needs the free Gmail Connect extension (gmailconnect), and each user needs a CiviCRM login with the "access Gmail Connect endpoints" permission.

1. In CiviCRM go to Contacts > Gmail Connect and copy your personal URL.
2. Open CiviCRM Connect in Gmail™ and paste the URL on the "Connect your CiviCRM" card.

Everything in CiviCRM is done as you, with your own permissions. You can disconnect at any time under Settings, and regenerating the URL in CiviCRM stops the old one working.

Privacy

CiviCRM Connect only reads the email you have open, while it is open. Email data goes directly to your own CiviCRM site and is not stored by Third Sector Design.

CiviCRM Connect is open source under the AGPL-3.0 licence and is built by Third Sector Design.

Gmail™ and Google Workspace™ are trademarks of Google LLC.