Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
This feature is not available until general release (coming soon).
Configure a Google mail integration to allow your teams to sync their Google emails with Totango. Once enabled globally, each Totango user can optionally turn on / off a connection with their own Google mailboxes (Gmail) from within their Totango user profile.
Once your team members connect, the integration will:
- Automatically identify any emails involving Totango contacts from the past 30 days (inbox and outbox).
- Create a corresponding touchpoint in Totango for each email.
- Sync updates from Gmail to Totango.
It may take up to 15 minutes for changes to sync to Totango. Learn more about sync schedules.
Enable Google mail integration (global setting)
Enabling/disabling Google mail integration is a global action for all teams. Once enabled, your team members can find a new option in their user profile to connect.
Once enabled, you can disable the calendar integration globally at anytime.
- In Totango, click Settings from the left nav.
- Expand Data Management > Customer Data Hub.
- From the list of active connectors (left), choose Workspace Tools.
- From the list of available connectors, hover over Google Mail, and click Connect (or View Integration).
- From the integration screen, choose Enable Google Mail.
The integration is enabled, and users can now individually connect their mailboxes.