# Google mail & calendar Startdeliver integrates with Google Workspace. Once connected, all emails exchanged with customer contacts and all calendar events sync to the customer's interaction history in Startdeliver automatically. Teams using Gmail and Google Calendar can connect in under 5 minutes per team member with no developer involvement required. \ **Where to find it:** Apps → Gmail · Apps → Google Calendar **Who can access it:** Each team member connects their own account. Admin whitelabelling required first. *** #### What it does Connecting Gmail and Google Calendar brings your customer communication directly into Startdeliver. Emails exchanged with customer contacts appear in the customer's interaction history automatically. Calendar events with customers are tracked the same way. Your team gets a complete picture of every customer relationship — without logging anything manually. This data feeds directly into the AI assessment as relationship activity — one of the key signals the AI reads when evaluating customer health. A customer your team has been in regular email contact with looks very different to one who has gone quiet for six weeks. *** #### What gets synced **Gmail** Emails sent to or received from any email address registered as a user in Startdeliver are synced automatically. Email conversations are threaded and shown as a single interaction on the customer profile. Internal emails — sent between your own team members — are not synced. Your company domain is blocked from synchronisation automatically. **Google Calendar** Meeting events with customer contacts are synced as interactions. If you enable task sync, your Startdeliver tasks also appear in your Google Calendar under a dedicated "Startdeliver tasks" list. Startdeliver syncs up to 6 months of historical emails and meetings on first connection. The initial sync can take up to 24 hours. *** #### Setup Google mail and calendar setup has two steps: admin whitelabelling and individual user connection. **Step 1 — Admin: whitelist the apps in Google Workspace** Before any team member can connect, a Google Workspace admin needs to mark Startdeliver's apps as trusted in the Google Admin console. This is a one-time step for your organisation. 1. Go to Google Admin → Security → API controls → Manage third-party app access 2. Click Apps → Configure new app → OAuth App Name or Client ID 3. Search for and add each Client ID below, then set to Trusted Gmail Client ID: `743419501677-n3ebh6nae1rekpgds2kl6r92v7nbfoul.apps.googleusercontent.com` Google Calendar Client ID: `402805387281-131krkkhhi7t8au20ildpccuso1c7t0o.apps.googleusercontent.com` **Step 2 — Each user: connect their account** Once whitelabelled, each team member connects their own Gmail and Google Calendar from within Startdeliver. 1. Go to Apps → Gmail (or Google Calendar) 2. Click "Click to start authentication" 3. Follow the Google authorisation flow 4. Click Allow 5. Save the app in Startdeliver Each person connects individually. The integration is per-user, not account-wide — only emails from connected team members are synced. *** #### Additional settings **Email aliases** If your team uses email aliases — for example both `firstname@company.com` and `firstname.lastname@company.com` — add them in the Gmail app settings. Without this, emails sent from an alias may not sync correctly. **Sync to customers instead of users** By default, emails are matched to the user they were sent to or received from. Enable this setting to match emails to customers based on email domain instead. Requires a custom customer field for domain, set up by your admin, with the domain populated on each customer record. **Sync emails where a team member and user are both recipients but sender is unknown** By default, only emails sent by a user or a Startdeliver team member are synced. Enable this to also sync emails where a team member and a customer user are both recipients, even if the sender's email is not attached to any user in Startdeliver. **Sync tasks to Google Calendar** Enables your Startdeliver tasks to appear in your Google Calendar. Task completion is one-way — mark tasks done in Startdeliver, and they are removed from your calendar. Changes made in the calendar (such as moving a due date) do not sync back to Startdeliver. *** #### Working with interactions in Startdeliver Once connected, emails and meetings appear on the customer profile under the History tab. Click the Interactions tab to see only communication-related activity. **Filtering and sorting** Interaction data is available as a field in customer and user lists. Filter or sort by Last interaction, Last email reply, and similar fields to see which customers have gone quiet or which CSMs are most active. **Impact dashboards** Interaction volume is commonly used in Impact dashboards — for example a team dashboard showing the number of emails and meetings in the last 30 days, with drill-down into the individual interactions. *** #### Troubleshooting **No emails or events syncing** Go to Apps → Gmail. The status should show "Authenticated (revoke)." If it shows "Click to start authentication," the connection has not been established or has been lost. Re-authenticate. If you have changed your Google password, the authentication may have been invalidated — re-authenticating will fix this. Check the last sync date at the bottom of the app page to confirm the integration is running. **Some emails not syncing** Check whether the user existed in Startdeliver with the correct email address at the time the email was sent or received. If the user's email appears on multiple user records in Startdeliver, the interaction may have synced to only one of them. If you use aliases, confirm they are added in the Gmail app settings. **Tasks not appearing in Google Calendar** If you already authenticated Google Calendar before enabling task sync, you need to revoke access, save, refresh the page, re-authenticate, and enable task syncing before saving again. Look for your tasks under the "Startdeliver tasks" list in Google Calendar, not the main calendar. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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