Google integration - synchronize emails and calendars

Written By Miro Flemke

Last updated 5 months ago

What is Google integration?

With Google integration, you can connect your Google account to Proyex and sync emails and calendar entries directly into the CRM. This way, you have all your communications and appointments in one place—without having to switch between apps.

Connect your Google account

  1. Open the integration settings in the CRM section.

  2. Click Connect Google.

  3. You’ll be redirected to the Google sign-in page. Sign in with the desired Google account.

  4. Confirm the requested permissions (email access and calendar).

  5. You will be redirected back to Proyex — the connection is established.

Once connected, the first synchronization will start automatically. Emails from the last 90 days will be imported. This may take a few minutes for large inboxes—you can continue working in the meantime.

Gmail — Emails in the CRM

Read emails

Under Emails in the CRM, you’ll find all synchronized emails. You can:

  • Search emails by subject, sender, or content

  • Expand threads (conversation histories) and read the entire conversation

  • Download attachments directly

  • Mark emails as read or unread

Send and reply to emails

You can compose and reply to emails directly from Proyex—using your linked Google account. The email is sent via Gmail and will also appear in your Gmail inbox.

Automatic assignment

Proyex automatically assigns emails to the appropriate contacts — based on the email address. If a contact is linked to a deal, the email also appears in the deal timeline.

If an email cannot be automatically assigned, you can manually assign it to a contact, deal, or company.

Emails in the Timeline

Assigned emails automatically appear in the activity timeline for contacts and deals. This lets you see the entire communication history at a glance.

Google Calendar

Select Calendar

After connecting, you can select which of your Google Calendars to sync in the integration settings. Your main calendar is automatically preselected.

Appointments in the CRM Calendar

Your Google Calendar entries appear in the CRM calendar. You can switch between weekly, daily, and list views. The calendar colors from Google are carried over.

Synchronization

Changes made in Google are usually visible in Proyex within a few seconds. Proyex syncs events six months retroactively and six months in advance.

Manage connection

In the integration settings, you’ll see:

  • The connected Google account (email address)

  • The time of the last synchronization (Gmail and Calendar separately)

  • The progress of the first sync (if still in progress)

Disconnect

You can disconnect from Google at any time by clicking Disconnect. This will remove all synced emails and calendar entries from Proyex and revoke access permissions.

Frequently Asked Questions

Are emails synced in real time?

Yes — Proyex uses push notifications from Google to sync new emails immediately. If the real-time connection is temporarily interrupted, a regular background sync takes over.

Can I delete emails from Proyex?

No, emails can only be read and assigned in Proyex. Deletion is done via Gmail.

Can I edit events in Proyex?

Google Calendar is currently integrated into Proyex in read-only mode. To create or edit events, use Google Calendar directly.

How many calendars can I sync?

You can select and sync as many of your Google Calendars as you like.

Permissions

The Google integration is available to all team members with the "Manage CRM" permission. Each team member connects their own Google account.