How to Use Google Workspace as a CRM with Streak & Copper CRM 2026 Easily

Open the Google Workspace Marketplace and search for the CRM you want. Searching a partial name like "coo" for Copper surfaces the whole Sales & CRM category, including Streak, Salesforce Connector, and Zoho CRM alongside it, each with its install count and star rating visible before you commit. This is useful even if you already know which tool you want, since the category view shows how each one is positioned and rated relative to the others, and whether a tool like Streak already shows as "Installed" on your account.

When you install Copper from the Marketplace, it asks whether you want an Admin install or an Individual install. Admin install rolls the app out to your entire Google Workspace organization, or to specific organizational units or groups you choose, and requires being signed in as a super administrator.

Google's own documentation notes this kind of organization-wide change can take up to 24 hours to fully propagate, though it's usually faster. Individual install just adds it to your own account. Pick Admin install if you're setting this up for a team that needs shared pipeline visibility; pick Individual if you're the only one who'll use it for now.

Once Streak is added, it launches its onboarding directly inside Gmail instead of a separate app, with a brief "Analyzing your inbox" step before you land on your pipeline. You can skip this analysis to start from a blank pipeline, or let it continue for a suggested setup based on your existing email activity.

Streak's whole interface lives as a panel inside Gmail itself; there's no separate CRM tab to switch to, which is the core of its pitch over a standalone tool. It's also the reason its CRM tier isn't free: that Gmail-native panel is the paid product, not an add-on to it.

Streak's pipeline creation screen offers templates for Sales, Projects, Business Dev, Hiring, Job Search, Investor, Fundraising, and more, each pre-loaded with stages that match that use case. The Sales template comes with Lead, Contacted, Pitched, Demo, Negotiating, Closed - Lost, Closed - Won, and Nurturing as color-coded stages, which you can rename, reorder, or delete once the pipeline exists. Starting from a template instead of a blank pipeline saves the time of deciding stage names from scratch, and you can add a custom pipeline later for a workflow that doesn't fit the presets.

With a pipeline in place, each email thread relevant to a deal gets added as a box you drag between stages, and both tools let you set reminders that surface automatically when a lead has gone quiet. Instead of relying on memory to know a lead hasn't heard back in a week, the tool resurfaces it in your inbox at the right time, which is the point of running a CRM through Gmail instead of a disconnected app.

Both Streak and Copper also offer export or live-sync options into Google Sheets, useful once you want a report or chart the CRM's own dashboard doesn't cover. Copper's tighter Google Contacts integration means client details updated in one place show up in the other, so a customer's information isn't duplicated across tools.