How it works
Gmail is Google’s email service. Connect Gmail to build an inbox or customer communication workflow in your app. App visitors use the mailbox you connect, without connecting their own Gmail accounts. By connecting Gmail, you can:- Find messages by sender, subject, label, or other criteria
- Show conversations and attachments
- Send messages and replies
- Add or remove labels
- Archive messages when work is complete
How to integrate Gmail into your app
1
Connect to Gmail
Ask Zite to connect Gmail, or click + in the chat box, select Integrations, then choose Gmail. Sign in to the Google account whose mailbox you want to use and approve the requested access.
2
Describe your use case
Tell Zite which messages to show and what users should be able to do. For example, “Show emails labeled Customer requests. Let the team read each conversation, reply, and archive it when resolved.”For a CRM, explain how incoming replies should be matched to contacts and when the app should check for new messages.
3
Test and publish
Send a test email, reply to it, and check that your app shows the conversation correctly. Confirm that label or archive changes appear in Gmail.Click Publish in the upper right corner when the workflow works as expected.
Common use cases
With a Gmail connection, you can create apps like:- Customer Inboxes: Read and reply to customer conversations.
- CRM Activity Views: Show relevant emails alongside contact records.
- Order Support Tools: Find messages and attachments related to an order.
- Inbox Triage Tools: Label and archive messages from a team dashboard.
Important notes
- One connected mailbox: The app acts through the account you connect. Set app access and message filters so users see only the conversations intended for them.
- Incoming replies: Gmail can read replies, but connecting it doesn’t automatically synchronize your CRM. Ask Zite to build the matching and refresh behavior you need.
- Changes affect Gmail: Sending, labeling, and archiving in the app changes the connected mailbox. Test with sample messages first.
- Branded notifications: For confirmations and formatted notification emails, use the Email integration and choose Gmail as the sender.
- Connection access: If access stops working, check that the correct Google account is connected and approve any requested permissions when reconnecting.
Need help with this integration? Contact support@zite.com.