Stop switching between Gmail and seu CRM. SalesSheet connects to your Gmail account using App Password authentication over IMAP, syncing every email to the right registro de contato automáticoally. Your credentials are encrypted at rest and in transit, emails flow in both directions, and todo o seu conversation history is searchable de qualquer contato or deal. No OAuth popups, no browser extensions, no third-party middleware - just a secure, reliable connection between sua caixa de entrada and seu CRM.
Gmail connection settings in SalesSheet - App Password authentication with IMAP/SMTP verification, connection status, and setup guide
Every email you send and receive is automáticoally matched to the right contact and deal - giving you full context without any manual logging.
SalesSheet connects to Gmail using Google's App Password system - a purpose-built authentication method that gives seu CRM access to email without exposing your main Google password. Your App Password is encrypted with AES-256 encryption at rest and transmitted exclusively over TLS-encrypted connections. SalesSheet never stores your primary Google credentials, never accesses non-email Google services, and the App Password can be revoked instantaneamente from your Google account if you ever need to disconnect.
Emails flow in both directions. When someone replies to your email, it appears on their registro de contato in SalesSheet withem minutos. When you send an email from SalesSheet, it shows up in your Gmail Sent folder exactly as if you had sent it from Gmail directly. Read status, labels, and threading are all preserved. The sync runs continuously in the background, and historical emails are pulled in during initial setup para que você start com trilhas completas de conversation context desde o primeiro dia.
Every incoming and outgoing email is automáticoally matched to the correct registro de contato based on endereço de e-mail. If a new email arrives from an address not no seu CRM, SalesSheet creates a new registro de contato and begins enriching it with available data. Email threads are linked to active deals when the participants match, so opening a deal shows you the complete communication timeline without any manual tagging. Group emails and CC'd addresses are handled correctly - every participant gets the email logged to their record.
In your Google Account security settings, enable 2-Step Verification if you have not already, then generate an App Password specifically for SalesSheet. This takes about 60 seconds. Google creates a unique 16-character password (four groups of four characters) that grants email-only access - it cannot be used to access your Google Drive, Calendar, or any other Google service. In SalesSheet, click "Connect Gmail Account," choose the "App Password" method (marked Recommended), enter your Gmail address and paste the 16-character password. SalesSheet tests both IMAP and SMTP connections in sequence and shows a green "Connected" status when verificados. Your regular Gmail password is never shared with SalesSheet.
SalesSheet establishes a secure IMAP connection to Gmail's servers using your App Password. The initial sync pulls in your recent email history and matches messages to existing contacts no seu CRM. Depending on sua caixa de entrada size, this can take anywhere from a few minutes to a couple of hours. Once the initial sync completes, new emails are synced in near em tempo real - typically within two to three minutes of arriving in sua caixa de entrada. You will see a complete email timeline on every registro de contato.
With the connection active, you can send emails directly from any contact or deal record in SalesSheet. Replies arrive on the contact record automatically, threaded into the correct conversation. Open tracking tells you when recipients read your emails, and link tracking shows which content they clicked. Every email interaction is factored into deal health scores and activity timelines. Your IA assistant can draft replies, suggest follow-up timing, and summarize long email threads - all grounded in the full conversation history.
Secure App Password authentication, encrypted IMAP sync, automático contact matching, and full bidirecional email inside seu CRM. No extensions, no middleware, no complexity.
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