Gary Club

Gmail sync-inbound

Every email reply to a connected Gmail account lands in the right contact's timeline. Unknown senders auto-create a CRM contact.

Updated April 27, 20261 min read

Once a Gmail account is connected (Settings → Connectors → Gmail), every inbound message gets matched to a contact and dropped into the CRM:

  • Match by email — if the sender''s email matches an existing CRM contact, the email is logged as an activity on that contact.
  • Auto-create — if no match exists, we create a contact with source = gmail_inbound_auto, populating first/last name from the From header.
  • Threading — replies in an existing Gmail thread chain back to the same conversation in the CRM inbox.

Caveats

  • Only your connected Gmail accounts. Each agency user can connect their own.
  • We don''t process emails older than the connection date — only forward-going.
  • Want backfill? Use Sync historical emails from the connector page; it enumerates the last 90 days.

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