Gmail Integration
Connect your Gmail account to send and track emails directly from lead records in VerdictFlow. Keep all client communication in one place alongside your intake and referral workflow.
Key Features
Email Management Capabilities
Lead Communication
Send and receive emails tied to your lead records
- Compose from lead detail view
- Automatic email logging
- Reply tracking
- Email activity timeline
Team Visibility
Keep your team aligned on lead communications
- Shared email history per lead
- Activity feed updates
- Team member attribution
- Notification on replies
Contact Matching
Automatically associate emails with existing leads
- Email-to-lead matching
- Sender identification
- Thread grouping
- Attachment access
Getting Started
Connect Gmail Account
Authorize VerdictFlow to access your Gmail account via OAuth
Configure Settings
Choose which team members connect their accounts and set visibility preferences
Start Using Email
Send and track emails directly from lead records in VerdictFlow
Security & Privacy
Data Protection
- Encrypted data in transit
- OAuth 2.0 authentication
- No email content stored on VerdictFlow servers
- Revoke access at any time
Access Control
- Role-based permissions
- Per-user Gmail connections
- Team visibility controls
- Google Workspace support
Frequently Asked Questions
Which Gmail accounts are supported?
We support both personal Gmail accounts and Google Workspace (formerly G Suite) accounts. Google Workspace accounts have additional features like shared calendars and enhanced security.
How are emails linked to leads?
VerdictFlow matches emails to leads by sender email address. When you send or receive an email from a known lead contact, it appears on that lead's activity timeline automatically.
Does VerdictFlow store my emails?
VerdictFlow stores email metadata (subject, sender, date) and a reference to the message for display within lead records. Full email content remains in your Gmail account.