Plan Availability | Professional and Enterprise plans |
Permissions | General Access |
Related Reading |
Your email account should be unique to you and not shared with anyone else on your team. The Gmail address you add should be the one you typically use for sending messages to your contacts. By connecting your personal email account, you authorize SmartSuite to send emails to your contacts using your company’s email servers.
Connecting from the Communication Center
Steps to Link Your Gmail Account:
Open any record.
Click on the chat icon (comments field) in the top-right corner.
Go to the Email tab (if not enabled, update your settings to toggle it).
Select New Email.
In the From field dropdown, select Manage Email Accounts.
Your profile will open to the Connected Emails section.
Select Add Gmail Account.
Complete the authentication process, granting the required permissions.
Permissions may vary depending on your Gmail workspace configuration. Note: Gmail shows a standard warning for any third-party integration. Granting these permissions allows SmartSuite to view, send, and receive emails inside records.
Close the profile popup by clicking the X in the upper-right corner.
When you click New Email, your connected Gmail account will be available for selection.
Creating a new email in Communications Center:
Selecting Manage Email Accounts:
Select Add Gmail Account:
Gmail Account Successfully Added:
Selecting a Connected Gmail Email account:
Connecting Gmail from Workspace Settings
You can also manage your connected email accounts through your Personal Information.
Steps to Connect an Email:
Open your profile dropdown and select Personal Information.
Click on the Connected Emails tab.
Select Add Gmail Account.
Complete the authentication process as described earlier.
Permissions must be granted for the integration to work.
Once authenticated, your Gmail account will be connected.
Select Connected Emails in User Profile:
Connected Emails Section:
Removing a Connected Gmail Account
You can remove a connected Gmail account by clicking the trash icon next to the account in the Connected Emails section.
Notes:
Only one Gmail account can be connected to your SmartSuite profile at a time.
To add a different account, first remove the existing one.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs to send campaign emails directly from SmartSuite.
Solution: Connect Gmail accounts for each team member to streamline communication.
2. Customer Communication
Scenario: A sales team wants to track email interactions directly within SmartSuite records.
Solution: Use connected Gmail accounts to send and receive emails without leaving the workspace.
3. Task Updates
Scenario: A project manager needs to email stakeholders about task progress from within a task record.
Solution: Leverage Gmail integration for seamless updates.