Integration · Live · Email

Gmail threads on the record, not in the inbox

Sync Gmail two ways, track engagement on the record, and send reviewed follow-ups from the thread itself.

Last reviewed 2026-10-07 · Owner: Pixelwand Team

The problem

Why teams look for this

Sales email lives in inboxes while the pipeline lives in the CRM. Reps paste threads into notes or, more often, paste nothing — and the deal history quietly rots.

Engagement signals scatter too: an opened proposal in one tool, a reply in another, a call logged nowhere.

Gmail sync puts the thread on the record. Send from the inbox or the CRM, track engagement in place, and draft follow-ups from the real history.

Fit

Who it is for — and who it is not for

A good fit if you

sell over Gmail and need threads on the record
track opens and replies beside calls and messages
send sequence emails from real inboxes, reviewed first

Not a fit if you

run email entirely outside Google
expect the CRM to fix domain reputation or deliverability

How it works

The workflow, step by step

STEP 1
Connect the inbox
Connect Gmail via OAuth in settings and choose the mailboxes that participate in sales.
STEP 2
Send from either side
Send from Gmail or from the record — both directions attach to matching leads, contacts and deals.
STEP 3
Track engagement in place
Opens, clicks and replies appear on the record timeline beside calls and messages.
STEP 4
Follow up from the thread
Draft follow-ups from thread history, review them, and keep sequences moving with dated tasks.

Capabilities

What is included — and the limits

Included

Two-way email sync between Gmail and Pixelwand records.
Opens, clicks and replies tracked without leaving the CRM.
Emails attached to lead, contact and deal timelines automatically.
AI-assisted follow-up drafts grounded in the email thread history.
Sequences that send reviewed email steps from connected inboxes.

Limits

Requires a Google account connected via OAuth; expired grants need reconnecting.
Sync covers mailboxes you connect — mail outside those accounts stays outside.
Deliverability depends on your domain, volume and sending practices, not the CRM.

Use cases