Gmail
Show a contact's email thread history on the dialer card before the call connects, and send email from Salesfinity.
What the Gmail integration does
Salesfinity's Gmail integration reads the email history between a rep and a contact and shows it on the dialer card, so the rep can see what has already been said before the call connects. It also sends email from the rep's own Gmail account. The connection is per user through Google OAuth, so each rep authorizes their own mailbox and only sees their own threads.
Email context on the dialer card
Reads the email activity between the rep and the contact being dialed.
Shows that thread history on the dialer card ahead of the connect.
Opens an individual message so the rep can read the full body.
Sending email
Sends email from the rep's connected Gmail account.
Supplies email bodies for the Salesloft integration.
Common use cases
Checking the thread before the prospect picks up
A parallel dialer connects a rep in a couple of seconds, which is not enough time to go dig through a mailbox. With Gmail connected, the recent email exchange with that contact is already on the card, so the rep opens with what was actually last discussed rather than a generic script.
Sending the follow-up right after the call
When a call ends with a request for pricing or a deck, the rep sends it from Salesfinity through their own Gmail account. The message goes out from the rep's real address, so replies land back in their normal inbox.
Avoiding a cold open on a warm account
Prospects who have replied to a sequence or asked a question by email should not be dialed as if nothing happened. Seeing the thread on the card lets the rep reference the reply directly.
How to connect Gmail to Salesfinity
In Salesfinity, open Settings → Integrations and choose Gmail.
Sign in with the Google account whose mailbox you send from.
Approve the requested Google permissions to return to Salesfinity.
Confirm the connection shows as active, then dial a contact you have emailed to check the thread appears on the card.
Frequently asked questions
Can Salesfinity send email through Gmail?
Yes. Once a rep connects their Google account, Salesfinity sends email from that rep's Gmail account, and it also fills in email bodies for the Salesloft integration.
Does Gmail connect per rep or once for the whole team?
Per rep. Each user authorizes their own Google account, so a rep only ever sees the email history from their own mailbox.
Does the Gmail integration show past emails during a call?
Yes. Salesfinity reads the email thread history with the contact being dialed and shows it on the dialer card, so the rep has it before the call connects.
What if my team uses Outlook instead?
Salesfinity's Outlook integration currently sends email only. If you want a contact's email thread history on the dialer card, Gmail is the deeper of the two integrations.
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