What a configuration could hand over
Even with a CRM in place, the first look at an enquiry is usually an email. The configurator can send the salesperson an alert and the customer a confirmation from your domain, with the specification in the body, so nobody has to click through to see what arrived. What the attachment holds follows the agreed scope of the quote.
Sent mail
The salesperson's alert and the customer's confirmation could go out through the Gmail API from a mailbox you choose, and stay in its Sent folder like any other message.
Thread
The confirmation and the salesperson's later reply could belong to one thread, keeping the whole history of the enquiry together.
Labels
Enquiry messages could get a label of their own, for example by product line, so the team can filter them in one click.
Message body
Dimensions, options, price and the 3D preview link would sit in the body of the message, so the enquiry can be read on a phone without opening an attachment.
What we need to connect it
In Google Workspace, access could run through a service account with domain-wide delegation, which your administrator sets up and limits to the scope for sending mail.
The alternative is an OAuth 2.0 sign-in under one specific mailbox, if you would rather not delegate across the whole domain.
We need to know which address messages should come from and who should receive the alerts.
You approve the message texts for each language of the website before launch.
Worth deciding up front
- Workspace has a daily limit of 2,000 sent messages per user, and messages sent through the API count towards it. That is plenty for individual enquiries, but Gmail is not meant for bulk mailings.
- If you want to work with enquiries for marketing as well, that belongs in a bulk email tool, not in the company mailbox.
- A regular Gmail account without Workspace would only work through OAuth, and we do not recommend it for company correspondence with customers.
Questions about this connection
Will we see the sent confirmations in our own mail?
Sent confirmations will be in the Sent folder if messages go out through a mailbox in your Workspace, and the customer's reply comes back to the same mailbox.
Can the message include a quote as an attachment?
Dimensions, price and the 3D preview link would be in the message body. A quote attachment is still in preparation, and whether and in what form it would be added is decided per project.
Other integrations
Put Gmail to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.