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.
8 min read1,853 words14 explained imagesUpdated Mon, 15 Jun at 12:04 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
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 and syncs both ways.
Sync inbound and outbound emails from existing contacts to GHL Customer Care
Create contacts and add conversations seamlessly from Gmail
Real-time bidirectional email synchronization for improved efficiency.
Important Note: Gmail Two-Way Sync must be set up from within a sub-account, not at the agency dashboard level. You must either be logged into the sub-account directly or use the “Login As” feature from the agency view to access the sub-account. This ensures the Gmail connection applies to conversations inside the correct CRM location.
Gmail Two-Way Sync is a feature that enables the bidirectional synchronization of emails between Gmail and CRM. It allows users to integrate their Gmail account with the CRM, establishing a connection that keeps emails in sync across both systems. Any emails sent, received, or updated in Gmail will be automatically reflected in the CRM, and vice versa. The two-way sync ensures that users have a unified and up-to-date view of their emails, regardless of their platform. This feature streamlines email campaigns improves productivity, and ensures that important email communications are accessible in both Gmail and the CRM.
Steps to Setup the Two Way Gmail Sync
Note: 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.
Step 1: Navigate to Email 2-Way Sync
Click on Settings from your sub-account. Step 1 of 4: Click on Settings from your sub-accountWhat this shows Step 1 of 4: Click on Settings from your sub-account.What this showsShows what to click for step 1 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 1 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you click on Settings from your sub-account. The next step is to click on My Profile tab.Step 1 of 4Image 1 of 14What to clickClick on Settings from your sub-account.
Buttons and menus referencedSettingsMy ProfileEmail (2-way Sync)GmailConnect
Next stepClick on My Profile tab.All 4 steps in this procedure
Click on Settings from your sub-account. this image
Click on My Profile tab.
Scroll down to the Email (2-way Sync) section.
Select Gmail and click on the Connect button.
Click on My Profile tab. Step 2 of 4: Click on My Profile tabWhat this shows Step 2 of 4: Click on My Profile tab.What this showsShows what to click for step 2 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 2 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you click on My Profile tab. For context, this section explains: Click on Settings from your sub-account. Click on My Profile tab. Scroll down to the Email (2-way Sync) section. Select Gmail and click on the Connect button. The next step is to scroll down to the Email (2-way Sync) section.Step 2 of 4Image 2 of 14What to clickClick on My Profile tab.
Buttons and menus referencedMy ProfileSettingsEmail (2-way Sync)GmailConnect
Next stepScroll down to the Email (2-way Sync) section.All 4 steps in this procedure
Click on Settings from your sub-account.
Click on My Profile tab. this image
Scroll down to the Email (2-way Sync) section.
Select Gmail and click on the Connect button.
Scroll down to the Email (2-way Sync) section.
Select Gmail and click on the Connect button.Step 4 of 4: Select Gmail and click on the Connect buttonWhat this shows Step 4 of 4: Select Gmail and click on the Connect button.What this showsShows what to choose for step 4 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email".This animation accompanies step 4 of 4 in the "Step 1: Navigate to Email 2-Way Sync" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you select Gmail and click on the Connect button.Step 4 of 4Image 3 of 14What to chooseSelect Gmail and click on the Connect button.
Buttons and menus referencedGmailConnectSettingsMy ProfileEmail (2-way Sync)
All 4 steps in this procedure
Click on Settings from your sub-account.
Click on My Profile tab.
Scroll down to the Email (2-way Sync) section.
Select Gmail and click on the Connect button. this image
Step 2: Connect Gmail Account
When prompted, select an existing Gmail account from your browser or connect a new one.Step 1 of 4: When prompted, select an existing Gmail account from your browser or…What this shows Step 1 of 4: When prompted, select an existing Gmail account from your browser or connect a new one.What this showsShows what to choose for step 1 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 1 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you when prompted, select an existing Gmail account from your browser or connect a new one. The next step is to review the permission request from LeadConnector and click on Continue.Step 1 of 4Image 4 of 14What to chooseWhen prompted, select an existing Gmail account from your browser or connect a new one.
Buttons and menus referencedexisting Gmail accountconnect a new onePlease note25 MB.
Next stepReview the permission request from LeadConnector and click on Continue.All 4 steps in this procedure
When prompted, select an existing Gmail account from your browser or connect a new one. this image
Review the permission request from LeadConnector and click on Continue.
Review access request and click on Allow.
After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.
Review the permission request from LeadConnector and click on Continue.Step 2 of 4: Review the permission request from LeadConnector and click on ContinueWhat this shows Step 2 of 4: Review the permission request from LeadConnector and click on Continue.What this showsShows what to click for step 2 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 2 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you review the permission request from LeadConnector and click on Continue. The next step is to review access request and click on Allow.Step 2 of 4Image 5 of 14What to clickReview the permission request from LeadConnector and click on Continue.
Buttons and menus referencedContinuePlease note25 MB.
Next stepReview access request and click on Allow.All 4 steps in this procedure
When prompted, select an existing Gmail account from your browser or connect a new one.
Review the permission request from LeadConnector and click on Continue. this image
Review access request and click on Allow.
After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.
Review access request and click on Allow.Step 3 of 4: Review access request and click on AllowWhat this shows Step 3 of 4: Review access request and click on Allow.What this showsShows what to click for step 3 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 3 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you review access request and click on Allow. The next step is to after completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.Step 3 of 4Image 6 of 14What to clickReview access request and click on Allow.
Buttons and menus referencedAllowPlease note25 MB.
Next stepAfter completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.All 4 steps in this procedure
When prompted, select an existing Gmail account from your browser or connect a new one.
Review the permission request from LeadConnector and click on Continue.
Review access request and click on Allow. this image
After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.
After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab. Step 4 of 4: After completing the steps, your selected Gmail account will appear…What this shows Step 4 of 4: After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.What this showsShows what this covers for step 4 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot accompanies step 4 of 4 in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". At this point in the walkthrough you after completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.Step 4 of 4Image 7 of 14What this coversAfter completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.
Buttons and menus referencedPlease note25 MB.
All 4 steps in this procedure
When prompted, select an existing Gmail account from your browser or connect a new one.
Review the permission request from LeadConnector and click on Continue.
Review access request and click on Allow.
After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab. this image
How does the 2-way sync work between the CRM and your email account?
There are two cases of how the sync can be established. 1. You can email a contact from the CRM to initiate the sync between both platforms. 2. Gmail Sync also works if a contact that is already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab.
Note: Emails from contacts who also happen to be sub-account users are not synced. Often, sub-account users are added as contacts for various purposes. Such emails are not synced as they may contain confidential information. If the email address doesn’t belong to a user, emails will sync as mentioned above.
Please note
If the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will go to the conversations tab of all those sub accounts, but we will only retain the instance of that contact in that sub account to which the user replies to. Sync will be broken for all other instances.The additional filter of user being assigned to the existing contact also makes sure that the conversation will not go to sub accounts that the contact does not belong to.
When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account? (image 8 of 14)What this shows If the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the…What this showsIllustrates the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: If the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will go to the conversations tab of all those sub accounts, but we will only retain the instance of that contact in that sub account to…. Immediately after, the guide continues: The sent email will show up in the sent inbox of the integrated Gmail account.Image 8 of 14What this coversIf the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will go to the conversations tab of all those sub accounts, but we will only retain the instance of that contact in that sub account to which the user replies to. Sync will be broken for all other instances.The additional filter of user being assigned to the existing contact also makes sure that the conversation will not go to sub accounts that the contact does not belong to.
Buttons and menus referencedPlease note25 MB.
Next stepThe sent email will show up in the sent inbox of the integrated Gmail account:
The sent email will show up in the sent inbox of the integrated Gmail account:
When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account? (image 9 of 14)What this shows The sent email will show up in the sent inbox of the integrated Gmail account:What this showsIllustrates the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: The sent email will show up in the sent inbox of the integrated Gmail account. Immediately after, the guide continues: Gmail supports only ~500 emails per day and emails beyond that will be unsuccessful.Image 9 of 14What this coversThe sent email will show up in the sent inbox of the integrated Gmail account:
Buttons and menus referencedPlease note25 MB.
Next stepGmail supports only ~500 emails per day and emails beyond that will be unsuccessful.
Please Note:
Gmail supports only ~500 emails per day and emails beyond that will be unsuccessful.
All subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.
When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account? (image 10 of 14)What this shows All subsequent messages in the email thread will be in sync.What this showsIllustrates the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: All subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa. Immediately after, the guide continues: The supported attachment size limit for Gmail Two way sync is 25 MB.Image 10 of 14What this coversAll subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.
Buttons and menus referencedPlease note25 MB.
Next stepThe supported attachment size limit for Gmail Two way sync is 25 MB.When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account? (image 11 of 14)What this shows All subsequent messages in the email thread will be in sync.What this showsIllustrates the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: All subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa. Immediately after, the guide continues: The supported attachment size limit for Gmail Two way sync is 25 MB.Image 11 of 14What this coversAll subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.
Buttons and menus referencedPlease note25 MB.
Next stepThe supported attachment size limit for Gmail Two way sync is 25 MB. Please Note:
The supported attachment size limit for Gmail Two way sync is25 MB.
Other functionalities
Update Email:
This helps users change their connected email ID to another without disconnecting the previous connection.
Update Email: (image 12 of 14)What this shows This helps users change their connected email ID to another without disconnecting the previous connection.What this showsIllustrates the "Update Email:" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "Update Email:" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: This helps users change their connected email ID to another without disconnecting the previous connection. Immediately after, the guide continues: 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.Image 12 of 14What this coversThis helps users change their connected email ID to another without disconnecting the previous connection.Next stepNew 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.
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.
Disconnect Email: (image 13 of 14)What this shows This helps users to disconnect their connection and stop the sync with the CRM.What this showsIllustrates the "Disconnect Email:" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "Disconnect Email:" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: 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. Immediately after, the guide continues: You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. Doing so will automatically add the contact and conversation to your CRM, streamlining communication and ensuring all relevant data is….Image 13 of 14What this coversThis helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not sync between both platforms.Next stepYou can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. Doing so will automatically add the contact and conversation to your CRM, streamlining communication and ensuring all relevant data is centralized. Going forward, any emails received from this contact at the Gmail/Outlook inbox level will automatically sync with CRM.
BCC Address
You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. Doing so will automatically add the contact and conversation to your CRM, streamlining communication and ensuring all relevant data is centralized. Going forward, any emails received from this contact at the Gmail/Outlook inbox level will automatically sync with CRM.
BCC Address (image 14 of 14)What this shows You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook.What this showsIllustrates the "BCC Address" section of "Connect Google to Use Gmail for Email".This screenshot appears in the "BCC Address" section of "Connect Google to Use Gmail for Email". The text alongside this image reads: You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. Doing so will automatically add the contact and conversation to your CRM, streamlining communication and ensuring all relevant data is centralized. Going forward, any emails received from this contact…. Immediately after, the guide continues: You may receive a "Delivery incomplete" error from Gmail when using BCC addresses. This occurs because we use BCC for logging purposes, and Gmail doesn't get a delivery receipt for BCC addresses. Despite the error, your message might….Image 14 of 14What this coversYou can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. Doing so will automatically add the contact and conversation to your CRM, streamlining communication and ensuring all relevant data is centralized. Going forward, any emails received from this contact at the Gmail/Outlook inbox level will automatically sync with CRM.Next stepYou may receive a "Delivery incomplete" error from Gmail when using BCC addresses. This occurs because we use BCC for logging purposes, and Gmail doesn't get a delivery receipt for BCC addresses. Despite the error, your message might still be successfully posted to the CRM.
Please Note:
You may receive a "Delivery incomplete" error from Gmail when using BCC addresses. This occurs because we use BCC for logging purposes, and Gmail doesn't get a delivery receipt for BCC addresses. Despite the error, your message might still be successfully posted to the CRM.
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 not sent from the 2-way sync but dispatched from the defined sub-account level providers. This arrangement seamlessly integrates your automated CRM workflows and the email dispatch system.
Please Note:
With this setup, users can leverage the 2-way sync for their one-on-one emails while also successfully sending bulk emails. The Gmail-imposed limit of 500 emails per day applies only to individual emails, so users can send bulk emails via LeadConnector/SMTP without worrying about reaching this limit. This is a thoughtful design feature, allowing users to conduct mass email campaigns without being constrained by Gmail's daily email cap.
FAQs
What happens to emails received from existing contacts?
All inbound emails from existing contacts will be reflected in your CRM and Gmail/Outlook inbox. This bidirectional synchronization ensures that you have a complete record of all your communication on both platforms.
Will removing a synced account delete existing emails?
No, removing a synced account will not delete any existing emails. Your previously synced emails will remain intact, and the synchronization will only affect new emails sent or received after the account is removed.
Do new emails get synced after an account is removed?
New emails sent or received after removing the account will not be synced between the CRM and Gmail/Outlook. The synchronization between the two platforms will continue for existing emails, and new emails will not be included in the sync.
Will all my existing contacts in Gmail be synced with the CRM?
Yes, the Two-Way Sync identifies and syncs existing contacts from Gmail to the CRM. Incoming emails from these contacts are automatically populated under the respective contact, but past emails (prior to the integration being connected) cannot be synced over.
What happens when a new email is received from a contact?
New incoming emails from existing contacts will be reflected as new emails in the CRM and Gmail. If the email belongs to an existing conversation thread, it will be displayed as a new email within the same thread.
What happens to sent emails from the CRM or Gmail?
Outgoing emails sent from the CRM will be auto-logged in the Sent folder of the synced mail. Conversely, emails from the synced mail provider will automatically appear under the corresponding CRM contact's conversations.
How are cc/bcc recipients handled in the sync?
If a user is cc'ed or bcc'ed, or included in multiple recipients in Gmail, this information is reflected under the respective contact in the CRM, ensuring comprehensive visibility of all communications. No new contacts are created for the CC and BCC email address.
What if a contact emails someone else but includes the CRM user?
In this case, the email will be reflected under the CRM, associating it with the respective contact, maintaining the complete conversation history.
How is the conversation thread managed when multiple recipients are involved?
In case of multiple recipients (to) in an email, the first contact becomes the conversation tab in the CRM. All subsequent emails will appear in this thread.
What if the same contact exists in multiple locations for the same synced email address?
Email originating from the CRM will be reflected only in the respective location. Subsequent replies and communication should also be specific to that location. However, emails from a contact to the CRM user should be reflected in all locations.
What is BCC Address, and how does it work?
You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook. This automatically adds the conversation and contact in the CRM, streamlining communication and data management.Going forward, any emails received from this contact at the Gmail/Outlook inbox level will automatically sync with CRM.
How is the secure connection handled if Gmail login credentials change?
In case of changed login credentials, the CRM will require you to reauthenticate and resync the email to maintain a secure connection.
What happens when an email is forwarded from Gmail?
Any forwarded email to an existing contact will be treated as a sent email and synced under that contact in the CRM.
What if there are duplicate emails with multiple contacts?
Duplicate emails sent to multiple contacts will be associated with the first created contact in the CRM.
Frequently asked questions
What is Gmail Two way sync?
Gmail Two-Way Sync is a feature that enables the bidirectional synchronization of emails between Gmail and CRM. It allows users to integrate their Gmail account with the CRM, establishing a connection that keeps emails in sync across both systems. Any emails sent, received, or updated in Gmail will be automatically reflected in the CRM, and vice versa. The two-way sync ensures that users have a unified and up-to-date view of their emails, regardless of their platform. This feature streamlines email campaigns improves productivity, and ensures that important email communications are accessible in both Gmail and the CRM.
When prompted, select an existing Gmail account from your browser or connect a new one.Review the permission request from LeadConnector and click on Continue.Review access request and click on Allow.After completing the steps, your selected Gmail account will appear under the Email Two-Way Sync tab.How does the 2-way sync work between the CRM and your email account?
There are two cases of how the sync can be established. 1. You can email a contact from the CRM to initiate the sync between both platforms. 2. Gmail Sync also works if a contact that is already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab. Note: Emails from contacts who also happen to be sub-account users are not synced. Often, sub-account users are added as contacts for various purposes. Such emails are not synced as they may contain confidential information. If the email address doesn’t belong to a user, emails will sync as mentioned above. Please note If the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will go to the conversations tab of all those sub…
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 not sent from the 2-way sync but dispatched from the defined sub-account level providers. This arrangement seamlessly integrates your automated CRM workflows and the email dispatch system. Please Note: With this setup, users can leverage the 2-way sync for their one-on-one emails while also…
What happens to emails received from existing contacts?
All inbound emails from existing contacts will be reflected in your CRM and Gmail/Outlook inbox. This bidirectional synchronization ensures that you have a complete record of all your communication on both platforms.
Will removing a synced account delete existing emails?
No, removing a synced account will not delete any existing emails. Your previously synced emails will remain intact, and the synchronization will only affect new emails sent or received after the account is removed.
Do new emails get synced after an account is removed?
New emails sent or received after removing the account will not be synced between the CRM and Gmail/Outlook. The synchronization between the two platforms will continue for existing emails, and new emails will not be included in the sync.
Will all my existing contacts in Gmail be synced with the CRM?
Yes, the Two-Way Sync identifies and syncs existing contacts from Gmail to the CRM. Incoming emails from these contacts are automatically populated under the respective contact, but past emails (prior to the integration being connected) cannot be synced over.
What happens when a new email is received from a contact?
New incoming emails from existing contacts will be reflected as new emails in the CRM and Gmail. If the email belongs to an existing conversation thread, it will be displayed as a new email within the same thread.
What happens to sent emails from the CRM or Gmail?
Outgoing emails sent from the CRM will be auto-logged in the Sent folder of the synced mail. Conversely, emails from the synced mail provider will automatically appear under the corresponding CRM contact's conversations.
How are cc/bcc recipients handled in the sync?
If a user is cc'ed or bcc'ed, or included in multiple recipients in Gmail, this information is reflected under the respective contact in the CRM, ensuring comprehensive visibility of all communications. No new contacts are created for the CC and BCC email address.
What if a contact emails someone else but includes the CRM user?
In this case, the email will be reflected under the CRM, associating it with the respective contact, maintaining the complete conversation history.
How is the conversation thread managed when multiple recipients are involved?
In case of multiple recipients (to) in an email, the first contact becomes the conversation tab in the CRM. All subsequent emails will appear in this thread.
What if the same contact exists in multiple locations for the same synced email address?
Email originating from the CRM will be reflected only in the respective location. Subsequent replies and communication should also be specific to that location. However, emails from a contact to the CRM user should be reflected in all locations.
What is BCC Address, and how does it work?
You can include the BCC Address in the Cc or Bcc field when sending an email from Gmail/Outlook . This automatically adds the conversation and contact in the CRM, streamlining communication and data management. Going forward, any emails received from this contact at the Gmail/Outlook inbox level will automatically sync with CRM.
How is the secure connection handled if Gmail login credentials change?
In case of changed login credentials, the CRM will require you to reauthenticate and resync the email to maintain a secure connection.
What happens when an email is forwarded from Gmail?
Any forwarded email to an existing contact will be treated as a sent email and synced under that contact in the CRM.
What if there are duplicate emails with multiple contacts?
Duplicate emails sent to multiple contacts will be associated with the first created contact in the CRM.
