Capabilities of your Gmail integration

The Invelo Gmail integration allows you to connect your Gmail account and manage 1-on-1 email conversations with your leads and prospects directly from Invelo. You can receive and send emails, view complete conversation threads, search and filter your messages, and keep email activity connected to the appropriate contacts and records in your CRM.

The integration is designed for individual, one-on-one communication and is not intended for marketing campaigns or bulk email.

Connect multiple Gmail accounts

You can connect more than one Gmail account to your Invelo account. Each connected account is displayed with its associated email address, making it easy to identify which account you're using.

You can also manage your connected accounts by:

Connecting additional Gmail accounts
Disconnecting an existing Gmail account
Reconnecting an account if the connection expires or needs to be refreshed
Disabling an account when you no longer want to use it

If a Gmail connection becomes invalid or expires, Invelo will indicate that the account needs reconnection so you can restore the connection.

Gmail account ownership

Gmail integrations are user-specific. A connected Gmail account belongs only to the Invelo user who connected it.

Other users in the same workspace cannot use your connected Gmail account to send or receive emails, and they cannot access the email threads associated with your account.

Receive Emails in Invelo

Once your Gmail account is connected, incoming emails automatically appear in your Invelo Inbox. You don't need to manually import your emails.

When a new email arrives:

The message appears in your Invelo Inbox.
You'll receive an in-app notification.
An unread badge appears on the Inbox navigation item.
Email activity is associated with the appropriate contact or CRM record when a match is available.

When Invelo captures a new message from an existing email thread, the conversation history is available as a complete thread so you can review the conversation from beginning to end.

Manage your emails in the inbox

The Gmail integration gives you a dedicated Inbox for managing email communications associated with your connected Gmail accounts.

The Inbox allows you to:

View inbound and outbound email conversations.
See the sender, subject, message preview, timestamp, and matched contact or record.
Open a conversation to view the complete email thread.
Reply or reply-all directly from the conversation.
Filter emails by connected Gmail account.
View conversations from multiple connected accounts together.
Filter communications by contact.
Search your emails by sender, subject, or message content.

Filter by Contact

You can filter your Inbox by contact to find email conversations associated with a specific contact.

When you filter by a contact, Invelo can find conversations across the different email addresses associated with that contact, helping you see the broader communication history rather than limiting the results to a single email address.

Search your email

Use the Inbox search function to find conversations across your connected Gmail accounts. You can search based on:

Sender
Subject
Email content

Search results are limited to the Gmail accounts connected to your own Invelo account.

Compose and Reply to Emails

You can respond to existing conversations directly from the Invelo Inbox.

Reply or Reply All

When viewing an email thread, select Reply or Reply All to respond to the conversation.

Replies are sent through the same Gmail account associated with the conversation, helping keep your communication consistent.

Email replies also maintain the existing conversation thread in both Gmail and Invelo, so your messages remain grouped together as part of the same conversation.

Send a new email

You can also compose a new 1-on-1 email from the Invelo Inbox.

When starting a new email, you'll first need to select the appropriate contact or CRM record before composing your message.

Gmail Activity in Contact and Record Views

Your Gmail communications can also be accessed from the relevant contact and record views in Invelo.

Record View

When viewing a record, you can select which connected Gmail account you want to use when composing an email.

Email communications in the activity timeline are grouped by conversation thread. Instead of displaying every individual message separately, Invelo shows the most recent message from each thread as the latest activity.

Clicking the thread opens the complete conversation so you can review the entire exchange.

If an email isn't part of a thread, it appears as an individual activity entry.

Each email activity also identifies which connected Gmail account sent or received the message.

Contact View

The Contact view uses the same conversation-based organization.

Email communications are grouped by thread, with the most recent message displayed as the latest activity. Clicking the activity opens the complete conversation.

Contact conversations can also be matched across the different email addresses associated with that contact, helping you see the full communication history in one place.

Use Gmail with Workflows

Your connected Gmail account can be used with workflows for 1-on-1 email follow-ups.

This allows you to use Gmail as the email integration behind an email action in a workflow, helping you automate appropriate follow-up activities while keeping the communication associated with your CRM records.

Inbound email activity can also provide CRM context and be used with workflow triggers, such as when an inbound reply is received.

Privacy and email ownership

Your connected Gmail accounts remain private to you.

A Gmail account connected by you is owned by your Invelo user account.
Other workspace users cannot send emails from or access the inbox of your connected Gmail account.
You can only view email threads associated with your own connected Gmail accounts.
There is no shared workspace or administrator view of everyone's connected Gmail inboxes.

Important: Gmail is for 1-on-1 communication

The Invelo Gmail integration is designed specifically for 1-on-1 email communication with your contacts.

It can be used for individual follow-ups and workflow-based communication, but it cannot be used for marketing campaigns or bulk email.

For marketing communications, use Invelo's dedicated marketing tools and supported marketing integrations.

Keep your email communications connected to your CRM

With the Gmail integration, you can manage your 1-on-1 email conversations without losing the CRM context around them. Your conversations can be viewed from the Inbox, connected to contacts and records, searched and filtered, and accessed as complete threads whenever you need to review the history.

By keeping your Gmail communications connected to Invelo, you can spend less time switching between platforms and more time following up with your leads and prospects.

Need support?

If you have questions about the Gmail integration or need help connecting or managing your Gmail account, we're happy to help.

Send us a message through the in-app chat, or email our support team at support@inveloapp.com.