Users have the ability to link their personal Gmail accounts to synchronize incoming and outgoing emails between the CRM and their personal accounts. This integration enables users to utilize their email accounts for sending, receiving, and tracking emails.
The synchronization process is initiated when an email thread is initiated from the CRM as the first outbound message. Subsequently, all subsequent emails within the same thread will be synced between both platforms. This feature is set at the user-level and will not impact other users within the sub-account.
To connect to this feature, users can access the sub-account’s Settings page, proceed to the Profile tab, navigate to the General tab, and scroll to the Email (2-way sync) section. Here, users can select the Gmail two-way sync option and click on 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:
Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab:
How does the 2-way sync work between the CRM and your email account?
You would need to send an email to a contact from the CRM to initiate the sync between both platforms.
The first outbound email needs to be initiated from the CRM to establish the sync.
The sent email will show up in the sent inbox of the integrated Gmail account:
All subsequent messages in the email thread (initiated from the CRM) will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.
The supported attachment size limit for Gmail Two way sync is 25 MB.
Update Email: This helps users change their connected email ID to another without disconnecting the previous connection.
New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email. Disconnect Email: This helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not sync between both platforms.
Is Two-way sync for GoHighLevel limited to individual emails, or can it also be used with bulk emails and workflows? Regarding sender domain mapping for different types of emails:
For individual emails, once a personal email account (Gmail) is connected, the Gmail email ID will be used as the sender domain for the user’s outgoing emails.
For bulk emails, if the user enters their email ID (after enabling the two-way sync) in the “From Field,” their email ID will be used as the sender domain for bulk emails. However, if the field is left blank, the sub-account level provider will be considered the sender domain. If the user enters an email ID other than the connected Gmail account, the sub-account level provider will be considered the sender domain.
For workflow and automation emails, the sub-account level provider will continue to be the sender domain.