The Gmail Integration allows you to easily sync messages sent via the Gmail system into ChurnZero. When this feature is enabled, emails that you send through Gmail will be logged in the Messages Tab of the Account and Contact. 

• Authorizing Your Google Account
• Sync Behavior and Rules
• Error Troubleshooting

Authorizing Your Google Account

• You will be prompted through the Google Apps authorization steps. Be sure to select the Google account with the email address that matches your ChurnZero user account's email address.

Gmail Label Selection: Opt-In

The sync process gives your users control over which messages sync into ChurnZero. After authorizing Gmail, users can select which Gmail labels should sync in My Account. No labels are selected by default.

• All available labels (including personal and Google system labels) appear. 
• Messages only sync if their labels are specifically selected. 
• When a message has multiple labels, all of its labels must be included in the user's selection for the message to sync.

Sync Behavior and Rules

• Each ChurnZero user must authorize their own Gmail account. Managers cannot authorize on behalf of their team members. For authorization instructions, see below.
• Once you have authorized your Gmail account, the initial sync will pull 180 day's worth of communications for known contacts in ChurnZero.
  • After the initial sync, ChurnZero will routinely sync with Gmail every fifteen minutes to pull in new messages.
  • ChurnZero automatically syncs messages from the last 30 days every evening. This ensures that when new contacts are added to ChurnZero, we can pull in their recent message history. 
• Emails can only sync from your Gmail account if the recipient/sender matches the email addresses associated with your user account.
• ChurnZero will NOT sync messages from your Spam folder.
• ChurnZero will NOT sync automatic replies (like out-of-office notices). 
• Attachments included in emails from Gmail will NOT sync to ChurnZero as that functionality is not currently supported.
• If emails that have already synced to ChurnZero are deleted in Gmail, they will remain in ChurnZero. We do not purge emails once they sync.
• Admin Users: Under Admin > Email Settings you can list domains (ex: @yourcompany.com) that you would like to denylist from the Gmail sync. The sync will exclude any emails sent to contacts that have a domain from this list. This avoids the sync bringing in emails that are sent to internal/test contacts or contacts that have been modified to use a company email. 

Error Troubleshooting

If you receive the error:

"An error occurred trying to refresh your Google credentials while performing a Gmail sync. Please go to your user account settings and re-enable your Gmail account."

Follow the instructions below to resolve the issue.

1. Login into Google (http://www.google.com)
2. Click on the account picture on the top right of the page, then the My Account button
   ​
3. Once on the account settings page, click the link that says "Apps with account access" (see screenshot)
   
4. In the section "Apps with access to your account", click "Manage Apps"
   
5. Find ChurnZero, select it, and click '"Remove Access."
   
6. Re-authenticate your Gmail Account within ChurnZero.