How to Access Your CRM from Google Gemini

SkedX CRM integrates with Google Gemini, letting you query your leads, deals, contacts, invoices, and e-commerce data directly from Google's AI assistant. For teams already working in Google Workspace, this connector keeps your CRM data accessible without switching apps.

Why Gemini for CRM?

If your team lives in Google Workspace — Gmail, Google Docs, Sheets, Calendar — adding CRM access to Gemini means you never have to context-switch. Draft a proposal in Docs and pull in deal details from your CRM. Build a forecast in Sheets with live pipeline data. Check a contact's history before your next meeting, all from within the Google environment.

Gemini's deep integration with Google Workspace also means it can correlate CRM data with your email threads, calendar events, and document history, giving you richer context than a standalone CRM query.

Prerequisites

• An active SkedX CRM account on any paid plan.
• A Google Workspace subscription with Gemini access (Business, Enterprise, or Gemini Advanced).
• Admin or Manager role in SkedX CRM.

Step 1: generate your SkedX API key for Gemini

Log in to SkedX CRM and navigate to Settings > Integrations > AI Connectors. Click New Connection and select Google Gemini. Click Generate API Key and copy the key.

Step 2: install the SkedX CRM extension in Gemini

Open Gemini (gemini.google.com or the Gemini panel in Google Workspace). Go to Extensions and search for SkedX CRM. Click Enable, then paste your SkedX API key when prompted. Click Connect to authorize.

Step 3: verify the connection

In Gemini, type: "@SkedX show my open deals." If the connection is active, Gemini will return your open deals with stage, value, and contact details. The @SkedX prefix tells Gemini to route the query through the CRM connector.

Step 4: configure data scope

In SkedX CRM, go to Settings > AI Connectors > Gemini to configure which modules and fields Gemini can access. You can restrict access to specific modules or enable full CRM access.

Example queries

Pipeline queries

• "@SkedX What is my total pipeline value for Q2 2026?"
• "@SkedX Show deals in the proposal stage sorted by value."
• "@SkedX Which deals are expected to close this week?"

Lead queries

• "@SkedX How many new leads came in from the website this month?"
• "@SkedX List unassigned leads with a score above 80."
• "@SkedX What is our lead-to-deal conversion rate for Q1?"

Invoice queries

• "@SkedX Show all unpaid invoices over 30 days old."
• "@SkedX What was our total revenue invoiced last month?"
• "@SkedX Are there any deals without a linked invoice?"

Google Workspace synergy

Where Gemini truly shines is when you combine CRM queries with Workspace actions:

• "@SkedX Pull my top 10 deals by value and create a Google Sheet with deal name, value, stage, and expected close date."
• "@SkedX Summarize the contact history for Jane Smith at TechCorp, then draft a follow-up email in Gmail."
• "@SkedX Check if I have any deals closing this week and add prep reminders to my Google Calendar."

Troubleshooting

"Extension not available" in Gemini

The SkedX CRM extension requires a Google Workspace plan with Gemini access. Personal Google accounts with Gemini Advanced may also work. Check with your Google Workspace admin if extensions are enabled for your organization.

Queries returning partial data

Check your data scope settings in SkedX CRM. If a module is disabled in the connector scope, Gemini cannot query it. Also verify that the SkedX CRM user account linked to the API key has permission to view the requested data.

Need help? Contact SkedX support and we will help you get connected.