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Gmail Integration

Send emails and sync conversations with Gmail.

Prerequisites

  • Google Workspace or Gmail account
  • OAuth consent (first-time setup)

Setup

  1. Go to Settings > Integrations
  2. Find Gmail
  3. Click Connect
  4. Sign in with Google
  5. Grant permissions
  6. Click Save

Permissions Required

PermissionPurpose
Send emailSend from Expedify
Read emailSync conversations
Manage labelsOrganize emails

Features

Send Email

  • Send from your Gmail address
  • Use in workflows
  • Track opens and clicks

Email Sync

  • Two-way sync with CRM
  • Auto-link to contacts
  • Conversation threading

Calendar Sync

  • See availability
  • Book meetings
  • Auto-create events

Using in Workflows

Add Send Email node and select Gmail as provider.

Best Practices

  1. Use a dedicated sender address
  2. Verify domain for better delivery
  3. Monitor sending limits (500/day for free Gmail)