Gmail - Setup & usage
Follow these steps to connect Gmail, create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Gmail account you want to measure.
Connection uses OAuth 2.0.
Only connect accounts your organisation owns or is authorised to report on.
Connect
Open Chat, then Inbox settings, then the Inboxes tab.
Under Email inboxes, connect Gmail and approve the Google consent screen.
You can also connect Gmail from Workspace Settings → Integrations.
Choose Sync now on the account card. Large mailboxes return estimated counts for some activity metrics.
Use the mailbox
Select Gmail on the Chat mode rail.
Reply, forward, compose, apply labels, schedule a send, and attach files.
The sync icon refreshes after you send or receive mail in Gmail itself.
See Connected inbox for sharing an account and for how triage works.
Troubleshooting
Gmail is missing from the mode rail - confirm Professional+, that Chat inbox is enabled, and that the account finished connecting.
Consent cancelled - connect again from Inboxes and finish the Google screen.
Threads look old - choose Sync now on the account card or the sync icon in the panel.
A contact has no threads - the contact email must match a sender or recipient on a synced thread.
Create connected KPIs
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.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations