Connect Gmail
Connect a Gmail mailbox for CRM email and mailbox sync.
Connect Gmail when your team sends or syncs customer email through a Google mailbox.
This integration is for Gmail sending and mailbox sync. Google Calendar is a separate integration for scheduling availability and booking writeback.
Use the mailbox that should appear in customer communication. A personal inbox can confuse customers if they expect a shared support or sales address.
Connect Gmail
- Open Settings.
- Go to Mailboxes.
- Set Backfill days if you want Agiled to import recent message history.
- Select Connect Gmail.
- Complete the Google authorization flow.
- Return to Agiled and confirm the success message.
- Confirm the Gmail address appears under Connected Mailboxes.
Connect during a time when you can test send, reply, and sync behavior. Do not connect a production mailbox and leave it unverified for the team to discover later.
Choose The Right Gmail Account
Use the mailbox that should represent the team in customer conversations. For sales or support teams, a shared business mailbox is often clearer than a personal mailbox.
If you manage several Google accounts, use a private browser window or sign out of unrelated accounts before authorizing Gmail. This reduces accidental connections to the wrong inbox.
After Connecting
Use Sync now to request a fresh sync. Use Backfill when you need Agiled to import older mailbox activity.
Open a known CRM contact after syncing and confirm recent Gmail activity appears where expected. If the wrong Gmail address is connected, disconnect it before sending customer emails.
If the contact has multiple email addresses, confirm the message used the same address saved on the CRM contact. Sync can work correctly while matching fails because the contact data is incomplete.
Send one test email from Agiled and reply from Gmail. Then sync again and check the related CRM contact. This confirms both sending and mailbox activity sync work before the team uses the connection with customers.
Record the mailbox owner and intended use. Sales, support, finance, and general inboxes often need different response rules and backfill windows.
Google Admin Checks
If connection fails, confirm the signed-in Google account is correct, Gmail is enabled for the account, and Google Workspace admin policy allows the requested OAuth scopes.
If your Google Workspace requires admin approval, complete that provider-side approval before retrying. Start with a small backfill window so unexpected message matching or duplicate-contact behavior is easy to inspect.
Use a private browser window or sign out of unrelated Google accounts before connecting if you manage several Gmail accounts. This reduces the risk of authorizing a personal mailbox by mistake.
Ongoing Maintenance
Reconnect Gmail after password resets, admin policy changes, revoked OAuth access, or mailbox ownership changes. After reconnecting, run a small sync and spot-check one known contact before running backfill.
Review connected Gmail accounts after team changes. Remove mailboxes that no longer have a business owner or that should not appear in customer communication.
Troubleshooting
If the wrong Gmail account connects, disconnect it before sending customer email.
If messages do not appear on contacts, run sync, check sender/recipient email matching, and review duplicate contacts.
If sending fails but sync works, check Gmail send permissions and Google Workspace policy. If sync fails but sending works, review OAuth scopes, provider status, and mailbox matching before reconnecting.