Skip to main content
Gmail is an agent tool, not a data source: connecting it doesn’t sync your inbox into Quivly. It lets agents and actions send email as you — for example, a drafted check-in email in the Actions inbox that goes out from your own address.

​
Connecting

Each teammate connects their own account:
  1. Go to Settings → Integrations → Gmail.
  2. Click Connect — a Google sign-in popup opens.
  3. Approve access.
Your connection is yours alone; a teammate connecting theirs doesn’t connect yours. The integration page shows the tools available and an activity log of what’s been run.

​
Where it’s used

  • Actions — email steps in the Execute modal can send as “My account” once you’re connected.
  • Agents — App Action steps can send as the record’s CSM owner, a specific teammate, or the agent’s publisher (each of whom needs their own connection).

​
FAQ

Connecting Gmail here does not create an inbox sync — it’s used to act (draft/send) through your account when a step you review or configure calls for it.
The step prompts with a Connect button, and agents can be configured to fall back to the publisher’s connection.