Help / Email Integration (Mail and Gmail)
Email Integration (Mail and Gmail)
Connect your company email via SMTP or your Gmail account with Google sign-in.
What does this integration do?
Customer emails sent to your mailbox appear in the inbox alongside your other channels. You can send emails from the Contact card and deliver surveys by email.
There are two methods:
| Method | Who is it for? |
|---|---|
| Gmail | Gmail or Google Workspace users. Easy: just sign in with Google |
| Mail (SMTP) | Those who use email on their own domain (info@mycompany.com) |
Path: Left menu → All Integrations → Gmail or Mail
Email integration options
Connecting with Gmail
- Open the Gmail page.
- Click the Connect with Google button.
- Select the Google account to connect.
- In the permission window, approve the permissions to read and send your emails.
- When you return to the page, check that the account shows Connected.
If Google shows an “unverified app” warning, let our support team know; they will take care of the setup.
Connecting with Mail (SMTP)
SMTP is the sending configuration of your email server. You can get the details from your email provider (your hosting company, Microsoft 365, etc.).
- Open the Mail page and click New Account.
- Enter the following details:
- Email address
- Password (or app password)
- SMTP server and port
- Incoming mail server (IMAP) details
- Click Test Connection.
- If successful, save.
For Gmail and Microsoft 365, you may need to generate an app password instead of your regular password. You can find this in your email provider’s security settings.
SMTP settings form