Carta CRM - Google Integration | support.carta.com

Carta CRM - Google Integration

Carta CRM is a relationship and deal management platform built for private capital firms. It helps investment professionals manage deals, investor relationships, and communications in one place.

What the Google Integration does

When you connect your Google account to Carta CRM, the integration allows you to:

• View email history on deal and contact records — relevant email threads are surfaced directly on deal pages and contact profiles, so you can see full correspondence without leaving the app.

• View attendees and calendar event details from past and upcoming meetings on Contacts, Investors, Deals and Companies so you can preserve meeting context on investing and fundraising in the CRM.

• Send emails from within Carta CRM — compose and send emails to counterparties, portfolio companies, and LPs directly from a deal page or contact profile.

• Create and manage drafts — draft outreach from a deal page and save it to Gmail for final review before sending.

Carta CRM does not use Gmail data for advertising, profiling, or any purpose beyond the features described above.