How to connect Gmail and manage follow-ups
Quick answerIn Clients, open Email and choose Connect Gmail, then approve access with Google. Emails are sent from your own address. Outlook connections aren’t available yet. Gmail is currently send-only: read replies in Gmail and update the client yourself. Automated sequence sending is disabled for the current launch. Use CRM follow-up dates and send reviewed messages manually.
Watch how
In Clients, open Email.
- In Clients, open Email.
- Connect Gmail, then allow Makeborne to send email for you.
- New mailboxes warm up: a few emails a day at first, rising gradually.
- Set follow-up dates. Automatic sequences are off for now, so you send each follow-up yourself.
Step by step
Open Email
In Clients, switch to the Email view.
Connect your mailbox
Choose Connect Gmail and approve sending access on Google’s screen.
Send one-to-one
From any client’s Email tab, write or generate an email and send it.
Plan a manual follow-up
Set a follow-up date in the CRM and review your inbox before sending. Automated sequence sending is disabled for launch.
Sending limits and warm-up
To protect your sender reputation, new mailboxes start with a few emails a day and the limit rises over the following days, up to the mailbox’s daily maximum. Emails are spaced out rather than sent in one burst.
Questions
Is sending free?
Sending uses no credits. Only AI writing does. Gmail reply tracking is unavailable and automated sequence sending is disabled for launch.
Can I disconnect?
Yes. Disconnect the mailbox in Email, and you can also revoke access in your Google account.
What happens when someone replies?
Gmail is send-only, so replies stay in Gmail and you update the client yourself. Reply handling depends on your mailbox’s supported connection. Automated sequence sending is disabled for launch; check your inbox before each manual follow-up.