What Klipy does with your Gmail connection
Gmail is one of two mailbox providers Klipy connects to natively (the other is Outlook), and this gmail crm connection works the same way for a personal account or a Google Workspace inbox. Once connected, Klipy builds your contact graph from recent threads, reconstructs the conversation history behind each deal, and filters incoming mail for real sales signal: engaged replies, meeting requests, objections, new stakeholders joining a thread. Klipy discards marketing mail, billing receipts, and spam before any of it reaches your pipeline, then drafts follow-ups and to-dos from what's left and queues them for your approval. Teams that want a crm for gmail without asking reps to log activity by hand get this by default, not as an add-on.
See what Klipy captures for exactly what is and isn't stored, and connecting email and calendar for the full setup flow.
How the Gmail connection works: connect, reconnect, disconnect
Setting up crm integration with Gmail takes just a couple of steps through Google's own OAuth consent screen; this is the actual flow to connect Gmail to CRM inside Klipy, not a separate app to install. In Klipy, go to Settings, then Channels, and click Connect (or Connect Gmail). Choose your Google Workspace or personal account, then complete Google's consent screen: Klipy requests read access for conversation intelligence, and send access it only uses when you explicitly approve a draft. Some managed Google Workspace organizations require an administrator to approve third-party app access first, a standard Google safeguard rather than anything Klipy adds. Klipy starts the historical import in the background right after you connect. Full steps: connecting email and calendar.
If a token expires, the account shows a warning badge under Settings, then Channels. Click Reconnect and approve access in the same OAuth pop-up you used the first time. Klipy resumes syncing right away, keeps everything it already captured, and picks up new mail from the point of reconnection instead of reprocessing everything that came before. Full steps: why did my inbox stop syncing.
To disconnect, open the channel settings, select the account, and confirm. Klipy keeps the contacts and interaction summaries already built from that account, since those belong to your CRM record, not the mailbox connection. It removes what was still tied to the live connection itself: unsent agent drafts, the writing style Klipy learned from that account, and meeting links associated with it. New mail stops processing the moment you disconnect.