Connected records
Keep client context attached
Gmail workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Gmail integration
Bring Gmail conversations into the same operational context as clients, requests, projects, billing, files, and follow-up so email does not live outside the workspace.
Gmail in context
Gmail
ThreadsRepliesAttachments
Workspace369
Client inboxRecordsFollow-ups
Client email beside the work it belongs to
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
Works inside
How it works
How Gmail works with Workspace369
- 01
Connect your Gmail account
Link Gmail from the integrations settings so client email can live in the workspace.
- 02
Threads join the client context
Client conversations sit beside requests, projects, billing, and files instead of a separate inbox.
- 03
Follow up where the work is
Replies, notes, and follow-up tasks happen from the same record the team works from.
Connected data
What moves between the systems
Email threads
Gmail conversations appear in the shared inbox, attached to the right client.
Client records
Email history sits on the client record beside notes, tags, and custom fields.
Requests
Requests stay visible beside the email thread that started them.
Billing
Invoices and payment context are one step away from the conversation about them.
Files
Files shared with the client live beside the threads that reference them.
Setup
Setting up Gmail
- 01
Connect Gmail
From the integrations settings, connect the Gmail account the business uses for client email.
- 02
Bring client mail into the inbox
Client threads land in the shared inbox, so anyone on the team can see the conversation.
- 03
Work email with the record open
Reply, follow up, and create tasks with the client, project, and billing context beside the thread.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use Gmail for
Turning an email ask into trackable work
A client email lands in the shared inbox beside the record, so the team replies and creates the follow-up task with the client, project, and billing context open.
Answering billing questions with the numbers open
When a client asks about a bill, the invoice and payment context is one step away from the thread. The answer goes out without digging through a separate billing tool.
Handing off a conversation without losing the thread
Client email lives in the shared inbox instead of one person's Gmail account. A teammate can pick up the thread with the history attached to the client record.
FAQ
Questions about Gmail
- What does the Gmail connection do?
- It brings client email threads into the workspace, so conversations live beside requests, projects, billing, and files.
- Is this a shared inbox?
- Yes. Client email lands in the shared inbox where the team can see threads and follow up, instead of living in one person's Gmail.
- Does Workspace369 replace Gmail?
- No. You keep your Gmail account. The connection puts client email in the operational context where the rest of the work happens.
- Can I connect Microsoft 365 instead?
- Yes. Microsoft 365 business mailboxes connect the same way.
Keep exploring
Related pages
Next step
See the current Workspace369 in the real app.
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.
20+connected modules
24/7client access
Oneoperating view