Communication / Inbox, Gmail and individual follow-up

Gmail integration and customer email tracking

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

PRODUCT VIEW

See how it works.

The latest customer reply often determines the next sales or service action. Hubz includes in-app Inbox and notifications in the daily follow-up routine. Authorizing an appropriate Gmail or Google Workspace mailbox makes synchronization, individual sending, replies and conversation follow-up available within the relevant workflows.

Hubz.Workspace / Inbox and GmailDK

EXPLORE THE PRODUCT

Inbox and Gmail

Sample view

About the conversationSample communication · 1 h

Content reviewSample communication · 2 h

Follow-up noteSample communication · 3 h

Inbox and Gmail / 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 right account

02Continue the conversation

03Plan follow-up

Interface illustration using sample data. The layout is simplified to explain the relevant feature.

DETAILED FEATURE GUIDES

Explore the features in this module.

Inbox organizationReview messages in the customer relationship through conversation groups, incoming, sent and follow-up views.Gmail and Workspace connectionUse synchronization, one-to-one sending and reply workflows in CRM context through an authorized Google mailbox.One-to-one WhatsApp repliesOn an eligible existing connection, assess preparation of a text reply to a verified recent one-to-one inbound message.

FROM NEED TO OUTCOME

Where this helps.

When a conversation stays only in the mailbox, its context has to be gathered again before reviewing it with a customer or opportunity in CRM. The message that was sent can become disconnected from work waiting inside the team.

WHAT YOU CAN WORK TOWARDS

Bring conversation context alongside customer work while keeping individual email, in-app notifications and bulk campaigns clearly distinct.

STEP BY STEP

How to use it.

01
Authorize the right account
Connect the Gmail or Google Workspace account with the relevant user’s permission. Explicitly define the mailbox and connection scope.
02
Continue the conversation
Use individual sending and reply workflows through the authorized connection. Include relevant parties through CC and BCC where appropriate.
03
Plan follow-up
Add an optional follow-up sequence to an eligible single-recipient Gmail conversation. Keep any separate team action visible as a task.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙

Inbox and Gmail

Sample communicationAuthorize the right account

In-app Inbox

See workspace notifications and related follow-up needs. An application notification is different from connecting an external mailbox.

FOCUS 02▤

Inbox and Gmail

Sample communicationContinue the conversation

Gmail synchronization

Connect an authorized mailbox to relevant Hubz workflows within user-granted permissions and provider conditions.

FOCUS 03↗

Inbox and Gmail

Sample communicationPlan follow-up

Individual sending and replies

Handle customer conversations through the relevant connection. Sending an email is distinct from publishing social content or starting a bulk campaign.

FOCUS 04◇

Inbox and Gmail

Sample communicationAuthorize the right account

CC and BCC fields

Include the required people through the available communication tools. Review the recipient scope explicitly before sending.

FOCUS 05⌁

Inbox and Gmail

Sample communicationContinue the conversation

Conversation sequences

Use Sequences to plan follow-up for eligible single-recipient Gmail conversations. Arrange the next follow-up within its own usage conditions.

IN EVERYDAY WORK

What it looks like in practice.

Sales representative

A customer receives a reply about a quote, with follow-up planned for an eligible conversation.

Review the correspondence and CRM work in the same routine instead of leaving follow-up to memory.

Account manager

A customer reply requires a new team task; responding and delivering the work are separate actions.

Continue the conversation and create the required task, distinguishing response ownership from delivery responsibility.

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

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

In-app Inbox and notifications are included in all plans. Gmail connections, conversations and Sequences follow-up require Professional or Business.

Mail-provider licensing and usage limits apply to normal Gmail conversations.
Sequences is not a general WhatsApp, SMS or multichannel marketing journey.

Compare plans

YOUR QUESTIONS

About this feature.

01Does the Essential Inbox connect my Gmail account?

Essential includes in-app Inbox and notifications. Gmail connection, synchronization, individual sending and conversation follow-up require Professional or Business.

02Do sequences replace bulk campaigns?

No. Sequences is for follow-up on eligible single-recipient Gmail conversations. Sending bulk email to an audience uses campaign tools and separately defined sending capacity.

03Does connecting an account enable every action automatically?

The connection is limited by the user and provider permissions granted. Which account and communication workflows will be used is explicitly established during setup.

MODULES THAT WORK TOGETHER

Explore related modules.

Email marketing

Manage campaign preparation, templates, audiences and delivery records in one place.

Workflows

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

Integrations

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