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Send and Track Email from Gmail

Connect your Gmail mailbox and Brixi keeps the email history with each lead in one place — incoming and outgoing messages attach to the right contact automatically, and you can send replies without leaving the CRM. Setup is a single Google sign-in where you approve the Gmail permissions.

Entry pointProfile → My Apps

What You Need​

  • The business Google account whose mailbox you want to sync.
  • Permission to sign in to that Google account — you complete the Google sign-in window yourself.
  • A modern browser with pop-ups allowed for brixi.ai so the Google consent window opens cleanly.

Use a shared service account (e.g., sales@yourcompany.com) rather than a personal Gmail whenever you can — when the person leaves, the connection survives and reports stay continuous.

Connect Gmail​

  1. Open Profile → My Apps. The list of available apps appears.
  2. Find the Gmail card and turn on its toggle. A Connecting to Gmail… banner appears and a Google sign-in window opens in a new tab.
  3. In the Google window, choose the Google account to connect (or pick Use another account to sign in fresh).
  4. If Google shows "Google hasn't verified this app," select Advanced, then Go to Brixi AI (unsafe) — this warning is expected for your own workspace and clears once Google completes app verification.
  5. On the consent screen titled Brixi AI wants access to your Google Account, review the permissions (see below) and select Continue.
  6. Google returns you to Brixi. The Gmail card now shows as connected and the toggle stays on.

Connecting Gmail from My Apps — toggle Gmail on, sign in to Google, accept the consent screen, return to Brixi connected.

Let the connection finish

Don't reload Brixi or close the Google window until you're returned to the My Apps page — the connection may not save otherwise.

Permissions You'll Grant​

On the Google consent screen, approve every permission (use Select all if shown) — Gmail sync will not work fully if any permission is unchecked.

PermissionWhy Brixi needs it
Manage drafts and send emailsCompose, draft, and send emails from Brixi on your behalf.
Read, compose, and send emails from your Gmail accountSync your inbox and sent mail so conversations attach to the matching contact.

Brixi does not request offline access to your contacts list or calendar from this connector — those have their own apps (see Google Contacts and Google Calendar).

What Syncs After Connecting​

Once the connection is live, Brixi will:

  • Pull incoming emails from the connected mailbox and attach them to the matching contact by email address.
  • Capture outgoing emails you send from Gmail and log them on the same contact record.
  • Track email history in the contact's Activities timeline under the Emails tab.
  • Let you send replies from Brixi that show up in the connected Gmail's Sent folder.

Sync runs on a short interval — most messages appear within a minute of being sent or received.

Disconnect Gmail​

To stop syncing, turn the Gmail toggle off in My Apps.

  • Disconnect stops new mail from syncing immediately.
  • Email history already synced into Brixi stays (subject to your workspace's normal access permissions).
  • Reconnecting later re-runs the OAuth flow — your previous mappings are restored if you sign in with the same Google account.

Common Issues​

IssueWhat to check
The connection didn't saveReconnect and let the Connecting to Gmail… window finish without reloading or closing the Google tab.
Wrong mailbox connectedDisconnect, then reconnect and pick the correct Google account in the picker.
Toggle is missing from My AppsAsk your admin to review your access to integrations.
Sync seems delayedSync runs every minute; longer gaps usually mean Google revoked the token — disconnect and reconnect.
"Google hasn't verified this app" warningExpected for your workspace. Select Advanced → Go to Brixi AI (unsafe) to continue.
Sent emails don't appear in BrixiConfirm you signed in with the same Gmail you're sending from, and that both permissions were approved.
Synced emails aren't visible to teammates who should see themThat's a role and visibility setting — ask your admin to review it.
Still stuck after checking with your adminSee Getting Help — include the connected mailbox address, an example message (subject and time sent), and where you expected it to appear.
Related articlesConnect Your AppsConnect Google CalendarConnect Google ContactsSMTP Sender Setup
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.