Two-way sync for Gmail allows users to integrate their Gmail account with the CRM and enables the synchronization of emails between the two platforms. This integration creates a connection between the platforms when the first email is sent from the CRM, and all subsequent emails in the thread will be synced between both platforms.
Users can connect their personal Gmail email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail accounts. Users can use their email accounts to send, receive & track emails.
The sync will be established between both platforms when an email thread is initiated from the CRM (first outbound message). All the subsequent emails in the thread will sync between both platforms.
This feature is a user-level setting and does not impact other users in the sub-account
Step 1
Please go to the sub-accounts Settings page. Go to the Profile tab and then the General tab and scroll down to the section Email (2-way sync), Over there, please select Gmail two sync and hit Connect.
Please Note: You will only see the Profile tab if you are added to the subaccount for which you are viewing at that time. You can also use the login as a user of that sub-account to access the Profile tab.
Step 2
It will then prompt you to choose one of the available Gmail Accounts in that browser or ask you to connect a Gmail account; select the one you need; connecting a new account will require you to enter that account’s credentials in the popup that shows up.
Step 3
Connecting it will then ask you about which permissions you are allowing LeadConnector to have on your Gmail account; make sure to allow all and then hit enable continue**:**
Step 4
Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab:
You would need to send an email to a contact from the CRM to initiate the sync between both platforms.
Please note: The first outbound email needs to be initiated from the CRM to establish the sync.
The sent email will show up in the sent inbox of the integrated Gmail account:
All subsequent messages in the email thread (initiated from the CRM) will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.
Please Note: The supported attachment size limit for Gmail Two way sync is 25 MB.
Update Email
This helps users change their connected email ID to another without disconnecting the previous connection.
New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email.
Disconnect Email
This helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not sync between both platforms.
How the sender domain mapping works for different types of emails:
Individual Email: On connecting a personal email account (Gmail), the Gmail email ID will be considered the sender domain for the emails the user sends for individual emails.
Bulk Email: If the user enters their email ID (after setting up the two-way sync) under the “From Field,” the user email ID will be considered the sender domain for the bulk emails. If the field is blank, the sub-account level provider will be regarded as the sender domain.
Bulk Email: If the user enters an email ID different from their email ID connected (Gmail), it will consider the sub-account level provider as the sender domain.
Workflow & Automation: Emails will continue to go from sub-account level providers.
