Sync your customer conversations to Vitally in real-time, and also start conversations from Vitally, with our Gmail integration
Vitally's Gmail integration can be used to sync the following Gmail data into Vitally in real time:
- Vitally can import your Gmail emails into Vitally as threaded conversations of logged Users.
- Start new Gmail conversations and reply to existing message threads within Vitally.
To enable the Gmail integration, navigate to Integrations -> Gmail in your Account Settings (get there via Quick Jump). Click the Connect my Gmail button to kickstart the authentication process with Gmail to grant Vitally access to your inbox.
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.
Once you grant access to your Gmail account, two things occur to ensure we track your Gmail emails with customers as conversations in Vitally:
- 1.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 (We scan the 1000 most recent threads and import any with an email address that matches a known User in Vitally) and sync those into Vitally.
- 2.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.
Emails must match/exist in Vitally in order for us to track those conversations. If an Account has no Users or the User does not yet exist in Vitally, the emails will not import.
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.
Most SaaS teams use Google Group emails like [email protected] and [email protected] to communicate with customers. To integrate emails sent to and from these email addresses, you need to add them as a user in Vitally. If you would like to send emails from this shared email from within Vitally you will need to give them a seat.
Q: How many emails can I send per day? A: You can send up to 1000 emails a day, make sure to change this in your settings! It's by default set to 250 per day.
Q: Can I globally change the daily sending limit? A: No, each user must change this in their personal settings.
Q: Why do you have a sending limit? A: We want to protect your reputation as much as possible. Gmail is very strict and you should always adhere to email best practices to avoid your reputation being damaged. Repairing a reputation can be a long and tedious process.