Email & productivity

Charik + Gmail

The emails you send and receive in Gmail appear on the Charik contact record. You reply from Gmail, the CRM keeps up on its own.

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What is Gmail?

Gmail is the email service in Google Workspace, used by millions of companies for their day-to-day business correspondence.

What Gmail brings to your Charik CRM

Complete email history

Every email exchanged with a contact lands in their Charik history, with no manual BCC.

Context before the call

Open a prospect record and the latest Gmail exchanges are there. The rep walks in prepared.

Write from Charik

Write an email from a Charik record: it goes out through your Gmail and the copy stays tied to the contact.

Privacy respected

Private emails, outside your CRM contacts, are never synced. You stay in control of what comes across.

Connecting Gmail to Charik

A few minutes to set up, then it runs on its own.

1

Google OAuth

Click 'Connect Gmail' and approve on Google's side. No password is shared.

2

Pick your contacts

Charik only syncs emails exchanged with your CRM contacts.

3

Live history

Past emails come across, new ones are added in real time.

Frequently asked questions

Do I need Google Workspace or is a personal Gmail enough?

Both work. Google Workspace brings the advanced features (aliases, delegation), a personal Gmail account syncs just as well.

Can Charik read my private emails?

No. Only emails exchanged with a contact in your CRM are scanned and attached. Everything else is ignored.

Can I revoke access at any time?

Yes, from your Google account (Security, then third-party apps with account access). Access stops immediately.

Try Charik and its Gmail integration

The Gmail integration is included in your Charik subscription, at no extra cost. A 7-day free trial, no credit card, to try it before you commit.

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