Gmail 2-Way Email Sync

You can connect your personal Gmail email account and sync outgoing & incoming emails between the FG Funnels system and your personal Gmail accounts. You can use your email account to send, receive & track emails.

Steps to Connect

Please go to Settings > My Profile > General and scroll down to the section labeled Email (2-way sync) 


Select Gmail two sync and hit 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. Only use a business email address you've created through Google Workspace.


Google will then ask you about which permissions you are allowing Lead Connector 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 FG Funnels and your email account?

Please Note: There are two cases of how the sync can be established:


1) The first outbound email needs to be initiated from the CRM to establish the sync. You would need to send an email to a contact from the FG Funnels CRM to initiate the sync between both platforms.


2. Gmail Sync also works if a contact that is already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab. The contact also needs to be assigned to the user beforehand.

Please Note: If your user profile is added to multiple FG Funnels subaccounts (your client's accounts), and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will show in the conversations section of all those subaccounts, but we will only retain the instance of that contact in that subaccount to which the user replies to. Sync will be broken for all other instances. The additional filter of user being assigned to the existing contact also makes sure that the conversation will not go to subaccounts that the contact does not belong to.

The sent email will show up in the sent inbox of the integrated Gmail account:

Please Note: Gmail supports only ~500 emails per day and emails beyond that will be unsuccessful.

All subsequent messages in the email thread will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.

Please Note: The supported attachment size limit for Gmail Two way sync is 25 MB.