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How to connect your Gmail or Google Workspace email to Trail

Connect your Gmail or Google Workspace mailbox to Trail so you can send client emails from your own address and have client emails filed automatically.

Written by Jacob Watters

Use this article to connect your Gmail or Google Workspace mailbox to Trail, so you can send client emails from your own address and have copies of your client emails filed automatically against the right client profiles.

Any Trail user can connect their own Gmail or Google Workspace mailbox.

Prefer to watch? Jump to the step-by-step video guide at the end of this article.
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What do I need before I connect my Gmail to Trail?

Before you connect your Gmail or Google Workspace mailbox to Trail, check that:

  • You are logged in to Trail

  • You can sign in with Google

  • Pop-ups are allowed in your browser, because the Google sign-in opens in a new window

How do I connect my Gmail or Google Workspace email to Trail?

Follow these steps in Trail to connect your own Gmail or Google Workspace mailbox.

  1. In Trail, click Settings, then select Email Integration

  2. Click Connect with Gmail

    The Email Integration page in Trail Settings, showing the Connect with Gmail button.

  3. In the Google sign-in window that opens, select the Gmail address you want to connect to Trail. If the address you want is not listed, choose Use another account and sign in with it

    The Google sign-in window that opens when connecting Gmail to Trail, showing the list of Google accounts to choose from.

  4. Allow the two permissions Google asks for: permission to share your basic account information (your name and email address), and permission to read, compose, and send emails from your Gmail account

    The Google permission screen asking you to share your basic account information, your name and email address, with Trail.
    The Google permission screen asking you to allow Trail to read, compose, and send emails from your Gmail account.

  5. Check that you have been redirected back to Trail's Email Integration page and that it confirms your Gmail address is connected

    The Email Integration page in Trail after connecting, confirming that the Gmail address is successfully connected.

If the Email Integration page still shows Gmail as not connected, repeat steps 2 to 4. If it still will not connect, contact support@gettrail.com.

Once your Gmail integration is connected, Trail scans your mailbox for new client emails about every 45 minutes and files them against matching client profiles. On the first connection, Trail also runs a 7-year historic scan of your mailbox, so existing client emails from the past 7 years are filed for record-keeping. For more on what Trail syncs and why, see How Trail's Email Integration Works.
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Why did Google email me a security alert after connecting?

After you connect your Gmail mailbox to Trail, Google may send you a security alert email telling you that Trail now has access to your Google account. This alert is normal, and it simply confirms that you granted that access yourself. No action is needed.
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A Google security alert email confirming that Trail has been granted access to the Google account.

Is there a video guide for connecting Gmail to Trail?

The video below walks through the same steps as above, from opening Email Integration in Trail Settings to confirming that your Gmail mailbox is connected.

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