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Gmail 2-Way Email Sync
Knowledge Base Hub > Email & SMTP > Gmail 2-Way Email Sync
Users can connect their personal Gmail accounts and sync outgoing and incoming emails between the system and their personal Gmail accounts. They can use their email accounts to send, receive, and track emails.
The sync will be established between both platforms when an email thread is initiated from the system (first outbound message). All the subsequent emails in the thread will sync between both platforms.
Steps to connect
Go to Settings > My Profile in the General tab and locate the section Email (2-way sync)
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:
Click Continue
Note: You will see your desired Gmail account connected in the Email Two Way sync tab:
How does the 2-way sync work between and your email account?
You would need to send an email to a contact from the to initiate the sync between both platforms.
Please note: The first outbound email needs to be initiated from the to establish the sync.
Auto BCC Sync:
Navigate to Settings
My Profile and copy the value in the field and add this to your CC or BCC field when sending an email from Gmail/Outlook to automatically add this conversation and contact to
Note: The 'Auto bcc address' will be populated in the message details card under the 'bcc field' to provide users with clear visibility. 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 . Now you sync their inbound emails from any existing contact directly when 2-way sync is connected. You can also create a contact and add the conversation seamlessly when sending an email from Gmail. Outgoing emails sent will be reflected in the users’ Gmail sent folder, and vice versa maintaining a complete record of the correspondence.
Existing Contacts:
Sync Emails in Assigned Contacts: Incoming emails to users’ Gmail accounts from any existing contact (who is assigned to the user) will be automatically imported
Sync Emails to and from Unassigned Contacts: Users can now receive inbound emails into the from contacts who are not assigned to any specific use
Support for Multiple Contact Emails: Users can seamlessly sync all inbound and outbound emails between their email accounts and any of a contact's email addresses, whether it's their primary email or an alternate one.
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