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Connect Gmail to your Inbox

Bring email with your CRM contacts into Techstyles so you can read, reply, summarise and link threads to projects.

Updated

Each person connects their own Gmail. The same connection also shows your Google Calendar meetings in Techstyles and lets you create Google Meet meetings.

Before you start

  • You need a Gmail or Google Workspace account.
  • Allow pop-ups for Techstyles in your browser.

Steps

  1. Select Inbox in the sidebar.
  2. Click Connect Gmail.
  3. In the Google window, choose your account and allow access.

What happens next

  • Techstyles brings in the last 90 days of email between you and your CRM contacts, then keeps up with new email.
  • Click Force sync emails to check for new email now.

Good to know

  • Only email with people who are contacts in CRM comes into Techstyles. The rest of your mailbox stays in Gmail. If a thread is missing, add the person as a contact.
  • Google asks for permission to read and send email and to see your calendar events.
  • To disconnect, click your connected address at the top of the Inbox and confirm Disconnect Gmail?. Synced emails that aren't linked to a project are removed from Techstyles. To remove Techstyles from your Google account as well, do it in your Google account settings.