Gmail: Tracking conversations
Vitally's native integration to Gmail allows you to automatically track email threads with customers as conversations in Vitally. Let's see how that works!
Enabling the Gmail integration
In order to give Vitally access to emails in your Gmail account, you'll need to enable the Gmail integration in the Email Settings for your Vitally account. To get to your Email Settings, open our 'quick jump' window (via the
Cmd + K shortcut) and type 'Gmail'. You can also navigate directly to your Gmail settings via the URL
You'll be guided through an authentication process, which will grant access to Vitally to read your Gmail conversations. Vitally requests as little/restricted access to your Gmail account as possible - our access to your Gmail account is read-only.
Note: Since each Vitally profile can only link to one Gmail account, you'll need to ensure all your team members 1) have a Vitally account and 2) connect their Vitally account to their Gmail account (via the above process) to ensure you track as many customer conversations as possible in Vitally.
How the Gmail integration works
Once you grant access to your Gmail account, two things occur to ensure we track your Gmail emails with customers as conversations in Vitally:
- We'll import your most recent Gmail conversations on initial connection: Once you connect your Gmail account, we'll kick off a historical import to grab your most recent customer emails and sync those into Vitally.
- We'll listen for new emails moving forward: Vitally uses Gmail webhooks to listen for new emails sent to or from customers. Once we receive a notification from Gmail for a new email, we look through the to and from fields on the email to try and locate a user at one of your customers with that email. If one is found, we'll add the message to Vitally associated to that user, as well as any other users or team members also found in the email.
Disabling the Gmail integration
If you'd like to disconnect your Gmail account from your Vitally account, simply follow the steps listed above for enabling the integration. Once you connect your Gmail account, you'll see a configuration page like the below. In the bottom left is a Disconnect Gmail link, which will revoke Vitally's access to your Gmail account.