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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)