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Pitch2SalePitch2Sale

The CRM that carries the deal from first call to final invoice.

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Integrations/Email & calendar/Gmail
Gm

Gmail

Connect your Gmail and work every lead from one place. Send from the lead page, see opens and clicks, and find each reply on the lead's timeline, with up to 400 days of earlier mail pulled in.

Connect in Settings↗Read the help guide
CategoryEmail & calendar
Data flowTwo-way
SetupSign in with Google
PlansEvery plan
How the mail moves

From send to reply on the lead

Pitch2Sale sends through your own Gmail, so the message comes from you. Every few minutes it checks the mailbox for replies and files them on the right lead.

Pitch2Sale · Email thread SentReplied

Re: Pricing for Orbit Payments

FromNina Alvarez
Opened2×
Messages2
sent from your Gmail · tracked✉ send →
mailbox sync · every 3 minutes← reply ✓
Gmail Gm

nina@acmesales.co

ToOrbit Payments
Reply in inbox✓
  1. 01Nina writes to Orbit Payments from the lead page, with a template and her signature.
  2. 02Pitch2Sale sends it through her Gmail and adds open and click tracking.
  3. 03The lead opens it and replies in their own inbox.
  4. 04Pitch2Sale checks Nina's mailbox every few minutes and finds the reply.
  5. 05The reply joins the thread on the lead's timeline and in the Inbox.

What it does in Pitch2Sale

01 · Send

Email from the lead

Send with templates, signatures, attachments and your booking link, now or scheduled up to 30 days ahead.

02 · Timeline

Replies find their lead

Mail with a lead's contacts is grouped into threads on the lead's timeline and in the Inbox.

03 · Tracking

Opens and clicks

See when an email is opened and which links were clicked, on the timeline and in reports.

04 · History

Up to 400 days back

Pull in earlier mail with a backfill of 7, 30, 90, 180 or 400 days.

Set it up

  1. Open Settings → Email.

    Each person connects their own mailbox under Connected Accounts.

  2. Click Connect Gmail.

    Allow pop-ups if your browser blocks the Google sign-in window.

  3. Sign in and grant access.

    Pitch2Sale asks to send and read mail on your behalf.

  4. Watch it sync.

    The account shows Syncing, and recent mail with your leads starts to appear.

  5. Backfill older mail (optional).

    Choose Backfill and pick Last 7, 30, 90, 180 or 400 days. It syncs within a few minutes.

You will need

  • A Google Workspace or Gmail account
  • Permission to sign in with Google
  • Leads with contact email addresses
  • Pop-ups allowed for the sign-in window

Help center

Connecting mailboxes and calendars, backfill and reconnecting.

Connect email and calendar ↗

What syncs, and what does not

DirectionWhatWhen
Pitch2Sale → GmailEmails you send from a lead, from your own address, with open and click trackingYou click Send, or at the scheduled time
Gmail → Pitch2SaleReplies and mail exchanged with a lead's contacts, grouped into threadsEvery few minutes
Gmail → Pitch2SaleMail you send to a contact straight from Gmail, logged as outboundEvery few minutes
Gmail → Pitch2SaleEarlier mail with your leadsWhen you run a backfill (up to 400 days)
Not syncedLabels, drafts, and mail with people who are not contacts on a lead—

Common questions

Will my personal mail end up in the CRM?

No. Only mail with addresses that belong to contacts on your leads is filed.

The account says Needs Reconnect.

Google access was revoked or expired. Click reconnect and sign in again.

How long is tracking kept?

Open and click data is kept for 90 days.

I connected Gmail in the integrations directory but cannot send.

Sending uses the mailbox connected under Settings → Email. Connect it there.

Works well with

GC
Google CalendarBookings on the same Google account
Zm
ZoomInvites sent from your mailbox
Me
Meta Lead AdsEmail new ad leads from the lead page

Your inbox, filed by lead.

Get started and connect your Gmail in the first five minutes.

Get started↗All integrations