ServiceFlow Pro Docs
Communications

Gmail Integration

Connect Gmail for two-way email sync.
5 min read

Gmail Integration

Overview

Gmail integration connects your business Google Workspace or Gmail account for two-way email sync—staff work customer email in a dedicated Gmail portal while threads link back to ServiceFlow CRM records.

How to access

  • Setup — Settings → Integrations → Gmail
  • Daily use — Gmail menu item (appears when connected) opens the Gmail portal in a new tab
Production portal: https://gmail.serviceflow-pro.com (local dev uses a localhost port).

What you can do today

  • OAuth-connect Gmail/Google Workspace under Integrations.
  • Open the Gmail portal from the main menu with SSO token from ServiceFlow login.
  • Read and send mail in the portal UI with customer context where linked.
  • Complement Messaging Timeline for teams that prefer Gmail UX for email.

Prerequisites

  • Admin enables Gmail under Settings → Integrations.
  • Google Cloud OAuth client configured for your domain (admin/setup docs in Integrations panel).
  • Users need ServiceFlow login; Gmail portal opens via token handoff.

Step-by-step

Connect Gmail (admin)

  1. Settings → Integrations → Gmail.
  2. Click Connect / follow OAuth prompts.
  3. Grant requested scopes for read/send as documented.
  4. Confirm Enabled status shows connected.

Use Gmail day to day

  1. After connection, click Gmail in the left menu.
  2. Portal opens in new tab authenticated with your ServiceFlow session.
  3. Handle customer email; link threads to customers when the portal exposes linking actions.

Disconnect or rotate

  1. Return to Settings → Integrations → Gmail.
  2. Disconnect and re-auth if tokens expire or mailboxes change.

Current limitations

  • Config-gated — menu hidden until integration is enabled.
  • Separate portal app—not all email actions are duplicated inside every customer detail screen.
  • Shared inboxes (support@) need Google Groups or delegation configured on Google side.
  • Calendar sync is not part of Gmail integration—use Scheduler for job calendar.

Roadmap

  • Inline email compose on customer record without leaving ServiceFlow.
  • Automatic thread linking by email address match.
  • Shared inbox assignment in portal.

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