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Integration · Productivity
Google Workspace integration for ERP users who live in Gmail
Teams on Google Workspace work in Gmail, Calendar and Drive. Integrating the ERP removes the copy-paste between them: sign in with Google, log emails to customers, sync meetings and store documents in Drive.
01Data
What data syncs, and in which direction
| Entity | Direction | Notes |
|---|---|---|
| User identity | App → ERP | Google sign-in (OAuth/OpenID Connect). |
| Emails | App → ERP | Logged against partners and deals. |
| Calendar | ⇄ Both | Meetings and activities in sync. |
| Drive files | ⇄ Both | Documents linked to ERP records. |
| Sheets exports | ERP → App | Scheduled data exports for ad-hoc analysis. |
02Use cases
Common use cases
01
Sign in with Google
Simplified access and offboarding.
02
Calendar-driven activities
Sales meetings appear in CRM.
03
Shared document storage
Drive folders per customer or project.
03 — Architecture
API architecture
OAuth clients and, where appropriate, service accounts with domain-wide delegation access Gmail, Calendar and Drive APIs. Push notifications inform the ERP of calendar and Drive changes.
04Reliability
Authentication, errors and retries
01
Authentication
Google OAuth 2.0 with minimal scopes; service accounts restricted by admin console delegation settings.
02
Error handling
Quota errors and revoked access detected and logged; users prompted to reauthorise when needed.
03
Retry strategy
Exponential backoff on quota and transient errors, following Google API guidance.
05 — Data mapping
Field mapping essentials
| Google Workspace | ERP |
|---|---|
| Google account | ERP user |
| Gmail thread | Message on record |
| Calendar event | Activity |
| Drive file | Attachment link |
| Sheet | Report export |
06 — Automation
Automation opportunities
- Create Drive folders automatically for new projects
- Sync CRM activities to Google Calendar
- Export weekly KPIs to a shared Sheet
- Deactivate ERP access when Google accounts are suspended
07 — Security
Security considerations
Scopes kept minimal, admin-controlled delegation, and access reviews aligned with Workspace user lifecycle.
Related
Where this integration fits
Other integrations
Often connected together
Microsoft 365Outlook, Teams, SharePoint and Entra ID connected to ERP via Microsoft Graph.ZoomSchedule Zoom meetings from ERP records and log meetings against customers and projects.HubSpotContacts, companies, deals and order data synchronised between HubSpot and your ERP.Power BIManagement reporting on ERP data in Power BI with a clean model, refresh and row-level security.
Insights
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FAQ
Frequently asked questions
Can users log in with Google?
Yes, via OAuth sign-in.
Can emails be logged automatically?
Yes, through integration or a Gmail add-on approach, with user consent.
Can we use Sheets for reports?
Yes, scheduled exports or live connectors, with BI tools for heavier needs.
Next step
Connecting Google Workspace to your ERP?
Describe the data that needs to move and who owns it. We will propose a design with error handling and monitoring included.