The Planhat Gmail integration allows users to create a unified inbox within Planhat, receive notifications, and sync events directly from Gmail. It enables the seamless synchronization of customer email threads as "Conversations" within Planhat. The system intelligently matches emails to existing contacts based on email address. If a contact is not found but the email domain is professional and matches an existing company, Planhat can automatically create a new contact and associate the conversation. The integration offers significant flexibility and configurability for email syncing, including options to filter out irrelevant communications, specific relationships, and sensitive content. Each Planhat user must connect their individual Gmail account through the Email tab in their profile.

Features & Benefits

• Unified Customer Inbox: Syncs customer-related emails from Gmail as Conversations within Planhat.
• Automated Contact Creation: Creates new contacts and saves conversations if email domain matches an existing company.
• Configurable Syncing: Offers flexibility to filter out noise, specific relationships, and sensitive material.
• Individual User Connection: Each user connects their Gmail account independently for personalized syncing.