Gmail integration collects all your email conversations with your customers in Salesmachine. You can finally have a full overview of every touchpoints with the customer in one place.
Gmail is a personal settings. It means that each Salesmachine user has to connect their own Gmail account to synchronize their emails. Once enabled, emails exchanged with customers (contacts whose email adresses are defined in Salesmachine) will be automatically displayed in Salesmachine.
How to connect Gmail to Salesmachine
Go to the Gmail integration tab in your personal settings and click 'Connect Gmail to get started'.
You've redirected to a page in Google for authentification, choose the account you want to connect and then click 'allow' to allow Salesmachine to access your Gmail account.
You've redirected back to Salesmachine.io, Gmail is now connected! Don't forget to hit the button 'Save' to enable the integration.
You can blacklist specific email addresses or domains to avoid personal emails exchanged with a client to appear in Salesmachine.
Synchronize only emails with specific labels
Select 'Only emails with certain labels will be synced with Salesmachine' and select those labels. Don't forget to save your settings.
Enter email adresses of the contacts that you don't want to synchronize with Salesmachine.
Blacklist a domain
Enter the company's domain to ignore all emails exchanged with contacts whose emails contains this domain, using this rule: @company.com
Create your own regex rule to blacklist emails.
How does Salesmachine collect and display your emails
All new emails will be automatically collected and displayed in Salesmachine's customer profiles based on the privacy settings you chose.
Emails are displayed in contact and account profiles (see screenshot below).
Previous emails will be collected one by one when you (or a member of your team) visit the contact (or account) profile for the first since the connection with Gmail. So if you don't see previous emails in customer profiles right away, wait a few moment and refresh the page.