Introduction

To integrate your Gmail account with Lofty, follow the steps outlined below. If you would like to set this up via the Lofty Mobile App, please reference the following article instead: Gmail Email Integration via the Lofty Mobile App.

*IMPORTANT: Please note that after integrating Gmail, the connection will go back 30 days by default and synchronize as many emails as possible. It will only synchronize emails that match leads that already exist in Lofty, but it will also parse supported "New Lead Notifications" (see Lead Capture/Email Parsing) and create "new" leads in Lofty that may lead that are old and you have already been in contact with. To avoid any confusion there, Lofty recommends doing your lead import first (see Lead Import) so that the leads already exist and then any communication will sync to their profile.

Summary

• Setup
• Disconnecting Gmail

Setup

Go to Settings >  Integrations > Gmail > Connect:

You will be directed to the Gmail Sign-in page. Select the Gmail account you would like to integrate with your Lofty CRM:

Click on "Allow" to give Lofty access to your Gmail account:

You have now integrated your Gmail account with Lofty successfully. You can confirm this by looking under Existing Integrations in your CRM:

Disconnecting Gmail

If for whatever reason you would like to disconnect Gmail from Lofty, go to Settings > Integrations > Gmail > Disconnect:

Please note that when doing so, you will be prompted with the following which is a requirement of Google to maintain this integration:

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.