Gmail Integration in Radius Office
Overview
The Gmail Integration in Radius Office allows you to connect your Gmail account and send emails directly from the client profile without leaving the Radius platform. Once connected, you can communicate with clients, send attachments, and view email conversations within both Radius Office and your Gmail inbox.
Prerequisites
Before you begin, ensure that:
You have an active Google (Gmail) account.
You can sign in to your Radius Office account.
You have permission to authorize third-party access to your Gmail account.
Connecting Your Gmail Account
Follow these steps to integrate Gmail with Radius Office:
Sign in to your Radius Office account.
Click Settings in the bottom-left corner of the dashboard.
Select the Integrations tab.
Under the Email section, locate Gmail.
Click Connect.
Sign in using your Gmail account.
Review the requested permissions and click Continue.
Click Allow to grant Radius Office access to your Gmail account.
Once completed, your Gmail account will be successfully linked to Radius Office.
Sending Emails from a Client Profile
After Gmail has been integrated, you can email clients directly from their profile.
To send an email:
Navigate to CRM from the left-hand menu.
Open the desired Client Profile.
Click Send Message.
Select Email.
Compose your email.
Add attachments or videos if needed.
Click Send.
The email will be sent without leaving the client profile.
Viewing Email Conversations
Email activity is automatically synchronized between Radius Office and Gmail.
After sending an email, you can:
View sent emails within the client's Activity section.
See client replies in the client's activity timeline.
View the same sent emails and replies in your Gmail inbox.
This allows you to manage all client communications from either Radius Office or Gmail.
Supported Features
The current Gmail integration supports:
Connect your Gmail account
Send emails directly from the client profile
Attach files to emails
Include videos in emails
View email conversations within the client activity
Synchronize sent emails and replies with your Gmail inbox
Upcoming Features
The following enhancements are planned for a future release:
Email signatures within Radius Office
Additional email customization options
Note: Until the built-in signature feature is available, manually add your email signature when composing emails in Radius Office.
Benefits of Gmail Integration
Send emails without leaving Radius Office
Keep all client communication centralized
Track email conversations from the client profile
Maintain synchronization with your Gmail inbox
Attach files and videos directly to client emails
Improve communication efficiency and productivity
Frequently Asked Questions (FAQ)
Can I send emails without opening Gmail?
Yes. Once Gmail is connected, you can send emails directly from the client's profile in Radius Office.
Where can I see replies from my clients?
Client replies are available in:
The Activity section of the client's profile in Radius Office.
Your connected Gmail inbox.
Can I attach files when sending an email?
Yes. You can include attachments and videos when composing an email from Radius Office.
Does Radius Office automatically add my email signature?
Not at this time. Email signature support is planned for a future release. Until then, you should manually add your signature before sending emails.
Need Assistance?
If you experience any issues connecting your Gmail account or sending emails through Radius Office, please contact the Radius Support Team for assistance.