Your Gmail, on the customer's record.
Connect your mailbox and the last ninety days of mail with a contact appear on their record, threaded, next to their deals and their invoices. Replies go out from your own address. It is an IMAP and SMTP connection rather than a Google sign-in, and Spodus writes nothing back to your mailbox.
What Gmail gives you.
Mail lands on the record
Messages are matched to contacts, companies and deals by email address, and threaded the way your mail client threads them.
Reply without leaving
A composer on the record sends over SMTP from the address you connected, so the reply reaches the customer from you.
You choose what the team sees
Each mailbox is connected by one person, who decides whether colleagues see whole messages, subject lines only, or just who wrote and when.
The specifics.
Every number on this page came out of the product rather than a roadmap.
- What kind of connection
- IMAP for reading and SMTP for sending, with the server, port, username and password you would give any mail client. There is no Connect with Google button for mail, and nothing else in your Google account is reachable.
- How far back
- Ninety days. Mail older than that is never fetched.
- Which folders
- Inbox and Sent to begin with. Other folders can be switched on one at a time.
- How often it checks
- About once a minute.
- What gets stored
- The message, and the name, type and size of each attachment. Attachment bytes are never fetched and never stored, so a file stays in your mailbox.
- How mail reaches a record
- By email address. Contacts, companies and deals carry the correspondence tab; other objects do not, and up to 200 messages show against one record.
- Sending
- From the record, over SMTP, from the address you connected. A sent message joins the thread once your Sent folder syncs back.
- Whose mailbox
- Each person connects their own, and the credentials are encrypted. There is no single shared account for the whole workspace.
- What colleagues see
- Set per mailbox: the whole message, the subject line only, or just who and when. Subject line only is the default, and the workspace owner sees everything.
- What Spodus writes to your mailbox
- Nothing at all. No flags, no read marks, nothing moved or filed. Delete a message in Gmail and it leaves Spodus at the next check.
Switching it on.
- In Gmail, make sure IMAP is turned on. An account with two-step verification needs a password issued for mail apps rather than the one you type into the website.
- In Spodus, open Settings, then Accounts, and choose Connect via IMAP/SMTP.
- Give it your address and that password, with Google's IMAP and SMTP servers.
- Choose what colleagues see on the record: whole messages, subject lines, or just who and when.
What connecting Gmail does not give you.
It does not sign you into Spodus with Google and it reaches nothing else in your Google account. It is not built on the Gmail API, so labels, filters and Google's own search stay where they are. Your Google Contacts are not imported, and no contact is ever created from an incoming message: somebody who emails you is not in your CRM until a person puts them there. Calendar is a separate connection and is not part of this one. Mail older than ninety days is never fetched, attachments arrive as a name and a size rather than a file, and Spodus writes nothing back to the mailbox at all.
Questions, answered.
Is this an official Gmail integration?
Will my whole team read my email?
Does a reply sent from Spodus look different to the customer?
Can I connect a shared address like sales@?
Why only ninety days?
The rest of the list.
It is a short one, and every page on it says exactly what its connection does and does not do.
Outlook
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CSV import
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