Gmail Integration is the workflow at /docs/guides/messaging. Gmail integration connects your business Google Workspace or Gmail account for two-way email sync. Setup, Settings to Integrations to Gmail - Daily use. Gmail menu item (appears when connected) opens the Gmail portal.
Open the Gmail portal from the main menu with SSO token from ServiceFlow login. Read and send mail in the portal UI with customer context where linked. Complement Messaging Timeline for teams that prefer Gmail UX for email. Admin enables Gmail under Settings to Integrations. Google Cloud OAuth client configured for your domain (admin/setup docs in Integrations panel). Users need ServiceFlow login; Gmail portal opens via token handoff. Click Connect / follow OAuth prompts. Grant requested scopes for read/send as documented. After connection, click Gmail in the left menu. Portal opens in new tab authenticated with your ServiceFlow session. Handle customer email; link threads to customers when the portal exposes linking actions. Return to Settings to Integrations to Gmail. Disconnect and re-auth if tokens expire or mailboxes change. Config-gated, menu hidden until integration is enabled. /docs/guides/messaging step 4 is Connect Gmail (admin).
Overview
Gmail integration connects your business Google Workspace or Gmail account for two-way email sync—staff work customer email in a dedicated Gmail portal while threads link back to ServiceFlow CRM records. The connection uses the Gmail API on a Google Workspace mailbox.
How to access
- Setup — Settings → Integrations → Gmail
- Daily use — Gmail menu item (appears when connected) opens the Gmail portal in a new tab
Production portal:
https://gmail.serviceflow-pro.com (local dev uses a localhost port).How do you oAuth-connect Gmail/Google Workspace under Integrations?
OAuth-connect Gmail/Google Workspace under Integrations.
- OAuth-connect Gmail/Google Workspace under Integrations.
- Open the Gmail portal from the main menu with SSO token from ServiceFlow login.
- Read and send mail in the portal UI with customer context where linked.
- Complement Messaging Timeline for teams that prefer Gmail UX for email.
Prerequisites
- Admin enables Gmail under Settings → Integrations.
- Google Cloud OAuth client configured for your domain (admin/setup docs in Integrations panel).
- Users need ServiceFlow login; Gmail portal opens via token handoff.
Step-by-step
Connect Gmail (admin)
- Settings → Integrations → Gmail.
- Click Connect / follow OAuth prompts.
- Grant requested scopes for read/send as documented.
- Confirm Enabled status shows connected.
Use Gmail day to day
- After connection, click Gmail in the left menu.
- Portal opens in new tab authenticated with your ServiceFlow session.
- Handle customer email; link threads to customers when the portal exposes linking actions.
Disconnect or rotate
- Return to Settings → Integrations → Gmail.
- Disconnect and re-auth if tokens expire or mailboxes change.
Current limitations
- Config-gated — menu hidden until integration is enabled.
- Separate portal app—not all email actions are duplicated inside every customer detail screen.
- Shared inboxes (support@) need Google Groups or delegation configured on Google side.
- Calendar sync is not part of Gmail integration—use Scheduler for job calendar.
Roadmap
- Inline email compose on customer record without leaving ServiceFlow.
- Automatic thread linking by email address match.
- Shared inbox assignment in portal.
Gmail is the office mailbox connected to ServiceFlow, not a second CRM. Sent estimate and invoice mail should show on the customer timeline when the integration is on. A personal Gmail that is not the business account will file those threads in the wrong place. Reconnect from Settings if the token expires. Old mail from before the connection is not imported unless the screen says it syncs history.