Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.
What the integration does
Capture relevant Gmail messages. Push client emails into AccountKit instead of leaving the only copy of the conversation in someone’s working inbox.
Reply using your own account. Send email from AccountKit through your connected email account.
Keep a group-level history. Find captured correspondence against the client and client group alongside the rest of the practice work.
Make a client email available to the next person
Capture a Gmail conversation in AccountKit when it contains information another team member will need for the client’s work.
Choose the Gmail conversation
Capture it for the client
Review the shared correspondence history
What it doesn’t do
The Gmail connection handles email; connect Google Drive separately for documents and files. Confirm current availability with AccountKit before planning a rollout.
Can we connect Google Drive as well?
Yes. Google Drive is listed as a separate AccountKit integration for connecting client files to registers. The Gmail connection is for correspondence.