Rolodex’s integration with your Gmail account allows you to view relevant email threads, update the last interaction, and provide a complete picture of your communications.

  • The sync shows only metadata (subject and date/time of emails).

  • The initial sync takes several hours, but subsequent syncs complete in under 2 minutes.

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Setting up Gmail Sync

1

Go to settings

Access settings from the dropdown menu in the top left corner of your home page.

2

Go to Integrations in the workspace settings

Integrations are found in the middle on the left side.

3

Connect your Google account

On the Google section, click on connect account and follow the login prompts.

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Opening Email Content from Rolodex

Once your Gmail is connected to the Rolodex workspace, you will be able to access emails directly from Rolodex. Clicking on a email will send you to that email in Gmail.

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Sending Email Content from Rolodex

Once your Gmail is connected to the Rolodex workspace, you will be able to send emails directly from within Rolodex. Simply click on a contact, compose your email, and it will be sent through your Gmail account.

A contacts email adress needs to be saved within Rolodex to be able to send email to that contact