How to Set Up Two Way Email Sync for Gmail Print
Modified on: Fri, 26 May, 2023 at 9:36 PM
The Two-Way Sync 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.
What is Gmail Two way sync?
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.
Steps to connect
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)
You will only see the Profile tab if you are added to the sub account for which you are viewing at that time. You can also use the Login As Feature to login as a user of that sub account to access the Profile tab.
Over there, please select Gmail two sync and hit Connect.
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.
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:
Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab:
How does the 2-way sync work between the CRM and your email account?
You would need to send an email to a contact from the CRM to initiate the sync between both platforms.
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:
Gmail supports only ~500 emails per day and emails beyond that will be unsuccessful.
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.
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.
Does Two-way sync only work with individual emails or bulk emails and workflows?
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. Individual emails are sent directly from Gmail when 2-way sync is activated for the user. Be aware that Google sets a limit of 500 emails daily, which applies to this functionality.
Bulk Email: This will continue to be sent from the sub-account level email provider. 2-way sync won't affect this.
Workflow & Automation: In terms of automated emails, they are dispatched from sub-account level providers. This arrangement seamlessly integrates your automated CRM workflows and the email dispatch system.