ShareBuilder CRM does not currently have a direct integration with Gmail. Because of this, emails sent from Gmail are not automatically logged as Activities by default. However, you can still auto-track email activity by creating a Gmail rule (filter) that automatically CCs assistant@share-builders.com on the emails you want logged.
Once this rule is set up, qualifying emails will be captured in CRM as Activities, just like emails sent through Connected Mailbox.
Email activity is a critical part of your sales history. Logged emails help maintain accurate account timelines, support forecasting, and give managers visibility into client engagement.
While a native Gmail integration is not available yet, setting up a Gmail rule allows you to maintain consistent activity tracking without manually forwarding or logging emails. This approach keeps your CRM accurate, saves time, and ensures your outreach efforts are reflected in reports and coaching conversations.
Before creating your rule, think about which emails should be logged. Many sellers choose to track:
Emails sent to external domains
Emails sent to clients or prospects
Emails excluding internal company addresses
This helps avoid clutter and keeps your activity history relevant.
Google provides step-by-step instructions for creating email filters in Gmail. Follow their guide here:
https://support.google.com/mail/answer/6579?hl=en
When creating your filter:
Define the criteria for emails you want to track (such as “To” or “Doesn’t include internal domain”).
In the filter actions, choose Add Cc (or forward, if preferred).
Enter assistant@share-builders.com as the CC address.
This ensures matching emails are automatically logged in ShareBuilder CRM.
After sending an email that matches your rule:
Open the related Contact, Account, or Lead in CRM.
Confirm that the email appears as an Activity.
Adjust your Gmail rule if you need to broaden or narrow what gets logged.
