Connect Gmail, Google Calendar, and booking links

Each person connects their own Google accounts. A connection grants Verbial nothing the person cannot already see, and only that person can disconnect it. This article connects Gmail, Calendar, and then publishes a booking page.

Connect Gmail

1. Go to CRM, then Inbox. The connect card appears until you connect.
2. Click Connect Gmail and approve the Google prompt.
3. Choose whether sent mail to unknown addresses should auto-create contacts (matched by domain by default). Received mail never auto-creates.
4. Every five minutes Verbial pulls recent mail and logs anything exchanged with a CRM contact onto that contact's timeline, sent and received, including the sanitized body. Internal mail and no-log matches are skipped and never stored.

What gets imported, and how far back

Connecting also imports the previous 30 days of matching email, so a deal already in flight has its history on the contact immediately. The window is fixed at the moment you connect: reconnecting later does not re-import anything or reach further back. History fills in gradually in the background, and new mail is always brought in first, so catching up on the past never delays today's messages.

A message is logged only when every one of these is true:

• It was sent from, or received in, a mailbox you connected, including addresses you send as.
• The other person is already a contact in a brand you work on. Mail with people who are not contacts is never stored.
• It is not internal. If everyone on the message works at your company it is skipped, and colleagues never become contacts.
• It is not in Spam, Trash, or Chats.
• No no-log rule or label excludes it.

Add a contact whose conversation started before the record existed and the last 30 days of that thread are pulled onto them automatically.

You can always tell whether a timeline is complete. Under CRM settings, on the Email tab, each connected mailbox says where it has got to: still importing history while older mail is being brought in, or catching up on recent mail if new mail has fallen behind. A mailbox that is fully up to date says nothing beyond when it last synced.

Who can see logged email

Logged mail sits on the contact's timeline, so teammates who work on that brand can see that the exchange happened. Reading the content is separate and narrower: your own always, other people's only for admins and anyone an admin has explicitly granted it. To keep a specific message to yourself, open it from the timeline and choose Mark private. That hides it, content and all, from everyone except you and admins, and you can unmark it later.

A connected mailbox is private to you unless you share it. Sharing lets teammates send from it for a brand it belongs to; it does not give them your inbox. Disconnecting a mailbox removes the message content it contributed.

Retire an address you no longer use

If a mailbox's connection has expired and you no longer use that address, retire it instead of disconnecting it. Retiring revokes Verbial's access, stops new mail syncing, and stops the reconnect warnings, but every email already imported from it stays on its contacts, companies, and deals. Find Retire on the mailbox under CRM settings, on the Email tab. Admins retire a teammate's expired mailbox from the CRM health page. Reconnecting the same address later picks it back up.

Replying

Reply from the contact's timeline and it goes out as a real reply: the subject picks up "Re:", the earlier message is quoted underneath where you can trim it, and it lands inside the existing conversation in the recipient's inbox instead of starting a new one. Sent through your own mailbox, it threads in your Gmail too. Before sending, the composer shows the exact From line the recipient will see.

Connect Google Calendar

1. Go to CRM, then Booking, and click Connect calendar.
2. Approve the prompt. You can connect several Google accounts, for example one per brand.
3. Every calendar the account owns or can write to counts toward free/busy, so a meeting on either brand's calendar blocks the slot.

Create a booking link (currently in beta)

1. On the Booking page click New booking link and pick the brand.
2. Set the internal name, the public meeting name, a description, duration, buffer, minimum notice in hours, and how many days ahead people can book.
3. Set your timezone and weekly availability windows.
4. Add a required host pool to round-robin across teammates, and optional internal invitees who receive the invite without affecting availability.
5. Save. Copy the link or open the booking page. Every booking gets its own Google Meet link; the fallback location URL is only used if Meet cannot be created.

Bookings appear on the Bookings tab, the guest receives a confirmation with an ICS file, and a reminder goes out before the meeting.