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Get the full picture of your customer conversations by connecting your Gmail account to Upflow.

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What is the Gmail integration?

The Gmail integration allows Upflow to automatically import emails from your inbox, giving you a complete view of customer conversations. Benefits of connecting your Gmail account:
  • Automatic import - Emails sync in near real-time (within 10 minutes)
  • Historical context - Import up to 90 days of past emails
  • Complete visibility - See both sent and received emails in customer timelines
  • Attachments included - Documents and images are imported automatically

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How it works

Upflow connects to your Gmail account and synchronizes all the emails, sent and received, related to the active aliases in your organization.
  1. You activate the Gmail integration feature - From your organization settings
  2. You grant access - Connect your Gmail account from your profile settings
  3. We sync your emails - Upflow imports emails related to your verified aliases
  4. We match them automatically - Emails are linked to the right customers, contacts, and actions
  5. You see them in context - View all conversations in customer timelines
Sync logic If your verified alias is collections@acme.com, Upflow will import:

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Setting up the integration

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Step 1: Activate email import for your organization

  1. Go to Settings > Import emails and aliases
  2. Toggle on Import emails from Gmail
  3. Review the list of users and their connection status
You’ll see a table showing:
  • User - Team members in your organization
  • Connected account - The Gmail account they connected
  • Status - Connection state
StatusDescriptionAction needed
NOT CONNECTEDThe user hasn’t granted access to their Gmail account yetConnect your Gmail account
SYNCINGInitial sync is in progress (importing up to 90 days of history)Wait for sync to complete
ACTIVEEmail sync is working correctlyNone - emails are importing automatically
UNAUTHORIZEDUpflow can’t access the Gmail account (token expired or revoked)Re-authenticate your account

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Step 2: Select aliases to use for email sync

Upflow only imports emails related to your verified aliases (e.g., finance@yourcompany.com, collections@yourcompany.com).
  1. At the bottom of the page, look at the Alias section
  2. Verify you have at least one verified alias
If not, click Add alias and follow the verification steps
  1. Activate the email sync for the appropriate aliases.

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Step 3: Connect your Gmail account

  1. Go to your Profile Settings > Email access section
  2. Click Connect Gmail
  3. Sign in with your Google account when prompted
  4. Review and accept the permissions Upflow requests
  5. Once connected, Upflow will begin syncing your emails
Note: You can connect a Gmail address different from the one you use to log into Upflow. For example, you might log in with jdoe@company.com but sync emails from collections@company.com. The Upflow app might require approval by your Gmail admin. In that case, reach out to them for approval.

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Revoking access

You can revoke Upflow’s access to your Gmail account at any time:
  1. Go to your Profile Settings > Emails
  2. Click Disconnect Gmail
  3. Your previously imported emails will remain in Upflow unless deleted by an administrator
You can also revoke access directly from your Google Account permissions page.

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Managing email import for multiple organizations

If you have multiple Upflow organizations and use a single Gmail account to run collection, emails from your account will be synced to all organizations where email import is activated. Our recommendation is to not activate the “Import all emails” feature on all your organizations otherwise emails that belong to organization 1 will be creating temporary customers in organization 2.