This is different from email parsing, which reads a mailbox to create
leads. Gmail here is about conversations: sending and receiving customer email in the
Inbox.
Connecting your mailbox
1
Open the Gmail integration
Settings → Integrations → Email → Gmail → Configure opens the Gmail accounts
dialog; click Connect my Gmail. Or connect your own mailbox from
Settings → Profile → Gmail connection → Connect Gmail.
The Gmail card and the profile section only appear when Gmail is enabled for your
organization. If you cannot see them, ask support.
2
Sign in with Google
Choose the account you want to send and receive from. A Gmail address can be connected by one
BeRocker user only — if it is already linked to a colleague you get
“This Gmail address is already connected by another user.”
3
Approve BOTH permissions
4
Test the connection
Test (next to the account in the Gmail accounts dialog) or Test connection (on your
profile) confirms Gmail is reachable and that both permissions were granted.
Connected accounts
The Gmail accounts dialog lists every connected mailbox in your organization with its status — Connected, Needs reauthorization, Error or Disconnected — and a Test and Disconnect action for each. You can manage your own mailbox; admins can manage everyone’s. A Reconnect button appears on your own account when it needs reauthorization. If you see “Some accounts need to be reconnected”, one or more mailboxes lost their authorisation — Google revokes tokens when a password changes, when a Workspace admin changes policy, or after long inactivity. Reconnect them; those agents cannot send email until you do.Using it
Once connected, add a contact in Settings → Profile → User Contacts → Add user contact with Channel = Email, Provider = Gmail, pick your address in the Gmail mailbox dropdown (only your connected mailboxes are offered), set Status = Active and tick Is Default?. See Profile. Disconnecting a mailbox also disables its user contact and hands the default to another contact. Outbound emails then go through your mailbox, and replies come back into the conversation thread.Gmail vs SendGrid and Mailgun
Troubleshooting
Related
Email parsing
Turning inbound lead emails into shipments.
Email deliverability
SPF, DKIM and DMARC for your domain.
Profile
Set Gmail as your default email contact.
Integrations
All email providers.