Connect Gmail

Connecting Gmail lets the CRM send email from your own mailbox and log the conversations you have with contacts against their accounts. It is per person: each user connects their own mailbox. It is separate from the workspace's sending domain, which broadcasts and transactional email use.

Before you start: an admin must have set up the Google integration for the workspace. If Settings → Email says "Gmail integration is not configured", that is the missing piece, and only an administrator can add it.

Connect

Settings → Email → Connect Gmail opens Google's sign-in and asks for permission to read and send mail. On return, the mailbox is listed with a Connected badge. Connect Another Gmail Account adds a second. Disconnect removes one; nothing already logged is deleted.

Once connected, conversations with known contacts appear on their accounts' Emails tab and in the dashboard's Recent Email Activity.

Control what is synced

Settings → Company → Email Sync has two workspace-wide rules:

• Organization Domain: emails where every participant shares this domain are treated as internal and not synced. It is detected from the connected mailbox if left blank.
• Never Log List: addresses or domains that are never synced, even when they belong to a known contact. Add an address such as news@acme.com or a domain prefix such as @newsletter.com.

When it goes wrong

• "Gmail integration is not configured." The workspace has no Google credentials. An administrator sets them up outside these settings.
• The mailbox shows Inactive. Google revoked the connection, usually after a password change. Disconnect and connect again.
• A conversation is not on the account. The other party is not a contact on that account, or the address is on the never-log list, or everyone on the thread is on your own domain.
• Recent Email Activity is empty. Sync only covers mail with known contacts, and only from the time of connection onward.