Sync your Gmail inbox and view emails
Connecting your Gmail to Send and view conversations links your inbox to Calendly and matches your emails to your contacts. You can then see your email history from each contact's details page.
Only Gmail can sync with Calendly. Outlook users can send emails from Calendly, but they can't sync their inbox.
Why use Gmail sync?
- Get context fast. Review past conversations before a meeting. You don't need to switch apps.
- See everything in one place. Emails and meetings with a contact show up together.
- Keep track of follow-ups. See when you last talked with someone and what you discussed.
- Get better follow-up suggestions. Recommended follow-ups use your email history to suggest next best actions. It also writes follow-up drafts based on your recent conversations.
Sync your Gmail inbox with Calendly
- Go to Automations → Integrations & apps.
- Select Gmail.
- Next to Send and view conversations, select Connect.
- Follow the prompts to sign in to your Google account.
- Check the box to allow Calendly to View your email messages and settings.
Calendly starts syncing your emails after you connect. Syncing can take a few minutes.
View emails on a contact's details page
After you connect, you can view emails with a contact on their details page.
- Go to Contacts.
- Select a contact.
- Select the Emails tab.
You see a timeline of emails with that contact.
Reconnect your Gmail account
If your connection breaks, you’ll see a banner on the Contacts page. The banner says: "Your Gmail account is disconnected. Reconnect to keep contact profiles complete and up to date."
- Go to Contacts.
- Select Reconnect in the banner.
- Follow the steps to sign in to Gmail.
- Check the box to allow Calendly to View your email messages and settings.
Your email activity starts syncing again after you reconnect.
Disconnect Gmail sync
If you no longer want Calendly to sync your Gmail conversations, you can disconnect your account at any time and choose what happens to emails already synced.
- Go to Automations → Integrations & apps.
- Select Gmail.
- Next to Send and view conversations, select Disconnect.
- Choose what you want to do with emails that were already synced:
- Keep already synced emails: Calendly keeps the email details you already synced. It stops future syncing.
- Delete all synced emails: Calendly removes all synced email details.
- Select Disconnect account.
Frequently asked questions
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