Gmail Sync


Gmail sync captures the email communications that occurs in Gmail into your contact record. There are two ways that you can initiate the gmail sync feature.


How it works

  • Every correspondence you send  or received from your Gmail account will appear on the Email tab of the Contact Record. It does not display any emails to/from non-contacts.


One way sync

  • Emails you send from Keap won't sync back to your Gmail account but it is recorded in the Activity and Email tab of the contact record. 


Identify synced emails

  • Easily identify emails that were sent by you through your Gmail account or emails you received from your contact, by the time stamp. Also, green envelopes indicates an email sent from the Contact.


Attachments

  • No attachments will be synced


Contact's main email

  • The contact record consists of one main email field and two additional email fields, which are located under "Additional info". Emails sent to and/or received from email address 2 and/or 3 will not be included in the email sync history. Only emails sent to the contact’s main email address, or received from that address, will sync in Keap.


Email history

  • The email history starts from the moment you enable the sync. Any emails sent  before the sync will not be shown in the email history.   


How to setup

  1. Navigate to the "Settings" located in the top right drop down



  2. Go to the "Integrations" card near the bottom of the page, click "Manage integrations"



  3.  You can either:

    1. Click "Enable" on the Google Gmail card
    2. Or click "Connect an app"


  4. Select the Gmail account you would like to sync


  5.  Click "Allow"

 

Note: Keap will never ask for nor store your Google password.


Contact Record

  1. Click "Email"



  2.  Click the hyperlink that says "Sync an email account"


  3. Click "Connect"


  4. Select the Gmail account you would like to sync


  5.  Click "Allow"

 

Note: Keap will never ask for nor store your Google password.