Hubz.

Google Workspace / Mail synchronization and one-to-one communication

Connect Gmail and Google Workspace to Hubz CRM

Use synchronization, one-to-one sending and reply workflows in CRM context through an authorized Google mailbox.

PRODUCT VIEW

See how it works.

A Gmail connection brings customer correspondence alongside the relevant CRM work. The authorized user completes the Google connection step, and Hubz uses the mailbox identity and granted scopes. Mail synchronization, new one-to-one messages, replies, CC/BCC fields and conversation records are parts of the current workflow. The same Google connection may include calendar scopes, but mail operations are not the same decision as a social YouTube connection or task-file storage permission.

Hubz.Workspace / Gmail and Workspace connectionDK
EXPLORE THE PRODUCT

Gmail and Workspace connection

Sample view
DK
About the conversationSample communication · 1 h
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Content reviewSample communication · 2 h
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Follow-up noteSample communication · 3 h
Gmail and Workspace connection / Sample record

About the conversation

Hello, we would like to review the scope you shared.
Let us review the related record and follow-up step together.
Communication and record context
01Authorize the account.
02Open the conversation in CRM context.
03Prepare the message or reply.
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Email can remain in its own application while the contact, company or opportunity is tracked elsewhere. Teams lose context if they cannot tell whose identity is sending or which conversation is being continued.

WHAT YOU CAN WORK TOWARDS

Use the correct mailbox and conversation to bring customer communication next to recorded work. Keep one-to-one correspondence distinct from bulk marketing capacity and preserve required user and provider permissions.

STEP BY STEP

How to use it.

  1. 01

    Authorize the account.

    Select the correct account in Google’s connection workflow and review the mail and related scopes requested by Hubz.

  2. 02

    Open the conversation in CRM context.

    Assess synced correspondence, recipients and relevant CRM records; verify the correct account and subject.

  3. 03

    Prepare the message or reply.

    Review recipients, CC/BCC, content and any one-to-one follow-up choice before sending through the appropriate Gmail workflow.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Gmail and Workspace connection
Sample communicationAuthorize the account.

Account identity and permission

See which Google mailbox will send and the connection’s current scope.

FOCUS 02▤
Gmail and Workspace connection
Sample communicationOpen the conversation in CRM context.

Mail synchronization

Review supported correspondence from the authorized account in Hubz’s conversation view.

FOCUS 03↗
Gmail and Workspace connection
Sample communicationPrepare the message or reply.

One-to-one messages and replies

Prepare new communication or continue an existing conversation through the relevant mail workflow.

FOCUS 04◇
Gmail and Workspace connection
Sample communicationAuthorize the account.

CC and BCC

Manage recipient scope with these fields and review final content and addresses before sending.

FOCUS 05⌁
Gmail and Workspace connection
Sample communicationOpen the conversation in CRM context.

Conversation-linked follow-up

Consider expectation-based follow-up for eligible new single-recipient correspondence.

IN EVERYDAY WORK

What it looks like in practice.

Customer representative

Continuing an existing Gmail conversation about an opportunity.

The correct account and subject are used, and the next reply is prepared with customer information and correspondence context visible together.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Gmail connection, synchronization and one-to-one correspondence are included in Professional and Business. Google user authorization and the mail provider’s licensing and usage conditions also apply.

  • One-to-one Gmail correspondence does not mean bulk-marketing sending credits are included in the CRM subscription.
  • YouTube permission does not grant Gmail access; task Drive storage is also configured separately.
  • An MCP client requires separate Business mailbox access and fresh consent to read mail.
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YOUR QUESTIONS

About this feature.

01Does connecting Gmail mean the whole team can read the mailbox?

Access is assessed through workspace, account and user permissions. A connection does not automatically grant every user or MCP client read access.

02Is my Google license included in the plan?

Mail-provider licenses and limits apply separately; a Hubz subscription does not automatically cover those service costs.

RELATED WORKFLOW GUIDES

You may also need these features.

Inbox organizationReview messages in the customer relationship through conversation groups, incoming, sent and follow-up views.One-to-one WhatsApp repliesOn an eligible existing connection, assess preparation of a text reply to a verified recent one-to-one inbound message.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Inbox and Gmail

Use in-app notifications for daily work, and connect authorized Gmail conversations with Professional and Business.

02

Workflows

Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.

03

Integrations

Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.