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HELM + Gmail Integration — Auto-Log Emails and Sales Activity

Connect HELM with Gmail to automatically log all sales emails, track email opens and clicks, and access deal data directly from your inbox.

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Why the HELM + Gmail Integration Matters

The HELM Gmail integration eliminates the biggest source of CRM admin: manually logging email activity. Every email sent or received with a contact in HELM is automatically logged to the relevant deal or contact record — with no action required from the rep. Open and click tracking is also built in, so reps know when prospects are engaging with their emails.

What You Get

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Automatic email logging to deal records

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Email open and click tracking

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Send emails from HELM using your Gmail address

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Contact creation from email interactions

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Inbox sidebar showing deal context for any email contact

Set Up in Under 5 Minutes

Connecting Gmail to HELM takes minutes, not days. No technical setup, no IT tickets. Connect via OAuth, configure your preferences, and your team is live immediately.

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Frequently Asked Questions

The HELM Gmail integration uses Google OAuth to connect your Gmail account securely. Once connected, emails sent to or received from contacts in your HELM account are automatically logged to the relevant contact and deal records. You can also access a HELM sidebar within Gmail that shows deal context for any email contact.
HELM logs emails to and from contacts that exist in your HELM account. Personal emails to contacts not in your CRM are not logged. You can also configure email exclusion rules — for example, excluding emails to your internal team — to ensure only relevant sales activity is captured.
Yes — HELM's outreach sequences and one-to-one emails are sent using your connected Gmail address, ensuring your emails come from your own domain and appear in Gmail's Sent folder alongside manually sent emails. Replies are also captured automatically and logged to the deal record.

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