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Email

Gmail + AutomateNexus CRM

Sign in with Google to log recent mail to the timeline; send from your address via SMTP.

Integrations — the AI providers the workspace runs on, then communications, calendars, video meetings, payments and accounting, lead research and the API, each with what is connected
What you can do

Gmail, wired into your pipeline.

  1. 01

    Mail on the timeline

    Connect Gmail with Google, never your password, and click Sync: the latest messages from your inbox and sent mail are logged in the CRM and matched to customers by email address.

  2. 02

    Send from your Gmail address too

    Add Gmail as an SMTP sending account with a Google app password and CRM email goes out from your address, or connect it as a mailbox over IMAP and SMTP with the Gmail preset, which checks for new mail every few minutes.

  3. 03

    Replies that trigger work

    A synced message fires the Email Received workflow trigger, the AI SDR agent reads replies from the inbox, and Draft a reply with AI writes the first version for you to edit.

How it works

Connected in three steps.

  1. Step 01

    Connect Gmail

    Settings → Integrations → Communications → Email sync → Gmail → Connect. Choose the account, review the permissions and click Allow. The card shows Connected with the address.

  2. Step 02

    Sync your mail

    Click Sync to pull the 50 most recent inbox and sent messages into the CRM; run it whenever you want the timeline current. The same connection appears under Settings → Profile.

  3. Step 03

    Add a sending account

    To send from your Gmail address: Settings → Integrations → Communications → Sending accounts → Add account → SMTP, smtp.gmail.com on port 587 with a Google app password. Otherwise CRM mail goes out through the CRM's own sending service.

Under the hood

Built to be left alone.

  1. Your password stays with Google

    The connection uses sign-in with Google and can be disconnected from the card at any time; the SMTP and IMAP routes use a Google app password, never your account password. Nothing is moved or labelled in your mailbox.

  2. Google's limits apply to SMTP

    About 500 emails a day on a personal account and 2,000 on Google Workspace when sending through Gmail SMTP. Campaigns belong on a Resend sending account with SPF and DKIM on your domain.

  3. Nothing fails silently

    If a sending account is unavailable, CRM mail falls back to the organisation's default sender and the log shows which account sent it.

What syncs

Inbox and sent, on demand.

  1. Fifty at a time

    Each Sync pulls the 50 most recent messages from your inbox and from sent mail into the CRM inbox and the timeline. There is no background schedule for the Google connection; an IMAP mailbox is polled every few minutes instead.

  2. Matched to customers

    A message links to a customer when an address matches the customer's email, and conversations are grouped by subject and participants.

  3. Not synced

    Attachments, labels and older history are not imported, and the connection is not real-time. Use it to keep the relationship record current, not as a mail archive.

Beyond mail

The rest of your Google account.

  1. Google Calendar

    Connect it under Scheduling for two-way sync every 15 minutes; booking pages hide your busy times and write confirmed bookings back.

  2. Google Meet

    Connect Meet under Video conferencing and Video Call bookings get a Meet link created through your calendar.

  3. Google Drive

    Google Drive is one of the file storage connections under Settings → Integrations → Communications.

FAQ

Gmail and AutomateNexus CRM, answered.

It is a personal Google sign-in under Settings → Integrations → Communications → Email sync. Clicking Sync pulls your 50 most recent inbox and sent messages into the CRM and matches them to customers by email address.

Yes. Add Gmail as an SMTP sending account with a Google app password, or connect the mailbox over IMAP and SMTP with the Gmail preset, and mail sent from the CRM carries your address.

The Google connection syncs when you click Sync. A Gmail mailbox connected over IMAP is checked every few minutes.

No. The Google connection uses sign-in with Google, and the SMTP or IMAP route uses a Google app password, never your account password.

No. Google Calendar is a separate connection under Settings → Integrations → Scheduling, with its own sync settings.

Yes. One-to-one email through your own Gmail or Outlook account is included on all four plans; plans differ only in seats and storage.

Your turn

Put Gmail to work.

Start your 7-day free trial and connect Gmail on day one. No credit card, no middleware.