Read and send Gmail from Chat, link threads to contacts, and measure mailbox counts as KPIs. Requires [Professional+].
At a glance
Connection type: OAuth 2.0
Status: Available
Plan: Professional+
Data points: 47 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Gmail. See Data points for the complete catalog with descriptions.
Activity: Received in 24 hours, Received in 7 days, Received in 30 days, Sent in 24 hours, Sent in 7 days (+5 more)
Follow-up: Awaiting your reply, Reply now, Reply today, Reply when free, Scheduled sends pending (+3 more)
Inbox: Emails in inbox, Unread emails, Inbox threads, Unread threads, Important emails (+3 more)
Mailbox: Unread in mailbox, Emails in mailbox, Threads in mailbox, Sent emails, Spam (+6 more)
Topics: Sales threads, Partnership threads, Support threads, Hiring threads, Finance threads (+5 more)
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Gmail.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Gmail connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases
Where the data appears
Chat - choose Gmail on the mode rail. Inbox, Starred, Snoozed, Scheduled, Drafts, Sent, All mail, Spam, and Trash are available.
Threads match CRM when an email address matches a person.
Connected KPIs on KPIs & Dashboards can count unread mail, reply time, triage, and topics.