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Integration

aicrmz + Gmail

Connect Gmail and your agents can read it, update it and act on changes, with every action logged.

What agents can do with Gmail

01
Read records and context before every conversation or task
02
Create and update entries automatically
03
Start workflows when something changes in Gmail
04
Log every action for review and audit

Agents that use Gmail

AgentAuto-logging agentCaptures every call, email and meeting automatically.AgentLead scoring agentRanks every lead by fit and intent.AgentNext-best-action agentTells your team who to contact and what to say.

How to connect

01
Book a callWe confirm what you need from Gmail.
02
Secure accessYou grant least-privilege access; we never store more than needed.
03
Build and testWe connect agents and test with real scenarios.
04
Go liveMonitored from day one.

Other integrations

IntegrationHubSpotIntegrationSalesforceIntegrationPipedriveIntegrationZoho CRMIntegrationOutlookIntegrationGoogle CalendarIntegrationSlack

What the agents do with your mail

Connected to Gmail, the auto-logging agent reads messages from the mailboxes you choose and matches each to a contact or deal by address and history. It records a short summary on the right record, so email is part of the timeline without anyone copying it across. The follow-up agent can save drafts for the sender to review.

A typical thread shows the idea. A prospect replies to a proposal. The agent finds the contact, adds the reply to the timeline and notes that the proposal is now waiting on you. If the owner has not responded in the period you set, it can draft a short reply for them to review. All of it stays visible on the record.

Set-up choices that matter

Mail is personal, so the early decisions are about boundaries. We agree these with you in the blueprint and set them before any mailbox is connected. Mail is personal, so the early decisions are about boundaries, and we set them before any mailbox is connected.

  • Which mailboxes and labels are in scope
  • Which internal and personal addresses are ignored
  • Whether shared inboxes are included
  • Who reviews drafts before they are sent
  • How long drafts wait before they expire

Day-to-day, and when to hold back

In daily use, people keep writing in Gmail as they always have. The record fills in behind them, and a draft appears when a thread needs a reply. Sending stays under the rules you approve, and every action is logged for review.

Be cautious with mailboxes that mix client and private mail. It is often better to start with a shared sales address, prove the matching and then widen the scope. A person can always remove a mailbox from the connection. Sending stays under the rules you approve. A person can always remove a mailbox from the connection later.

NewsletterAI automation, once a month.New use cases, prompts and guides. No spam.

Never drop a follow-up again.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
Pick a time · Mountain Time