Gmail

TraceX provides an optional integration with Gmail, allowing you to connect to a Gmail account to send and receive emails without ever leaving the platform. The current version of Gmail integration offers the following features:

• Send emails to contacts from TraceX
• Receive and reply to emails from contacts in TraceX

Emails are accessible through the contact page. This guide covers sending and receiving email from your contacts.

Connect to Gmail

To connect with Gmail, navigate to Settings > Integrations. Under Gmail, click Add and select the Gmail account you want to connect. Follow the prompts to authorize TraceX to access your Gmail account.

Sending emails

Navigate to the contact page of the recipient and find the mail icon below their name. If you haven’t entered an email for the contact yet, you can do this by clicking Add social links. Hover over the mail icon, then click the arrow icon to open the email window.

If you’ve just connected to Gmail for the first time, you may see the window begin to populate with your email history with that contact, as the Gmail integration imports your past emails. This process should only take a few seconds, but may take longer depending on the number of emails that are imported.

To send a new email, click Create message. Enter a subject, optional CC email address, and message. Note that you can also add attachments if needed. Then, click Send.

Receiving and replying to emails

When you’ve received an email from a contact, it will appear in the same email window that you opened for sending emails. You can find these emails through the contact page.

To reply to an email, click the Reply button in the top right corner. You can edit the subject and message as needed, and then click Send to send your reply.