Gmail

What it does in ClientPulse: Tracks email volume and response time per client so you instantly see who's gone quiet, who's hot, and where your reply backlog is hiding.

Status: Available

Tier: Available on all plans

Per-user: Yes — each teammate connects their own mailbox.

Before you start (prerequisites)

• Account requirement: A Google Workspace mailbox (e.g. you@your-agency.com). Personal @gmail.com / @googlemail.com addresses are blocked at sign-in. This is intentional: personal mail mixes with client mail and pollutes the per-client vault.
• You must be able to sign in to the Google account whose mailbox you're connecting.
• Cost: Free on ClientPulse's side. ClientPulse handles the Google OAuth app — you don't need a Google Cloud project. Google Workspace itself starts at €5.75/user/month — see https://workspace.google.com/pricing.

Step-by-step setup

1. In ClientPulse

1. Open https://clientpulse.helloaurora.ai/dashboard/integrations.
2. Find the Gmail card. Screenshot to be addedIntegrations page with Gmail card highlighted
3. Click Connect Gmail.

2. On Google's consent screen

1. You're redirected to https://accounts.google.com/o/oauth2/v2/auth. Sign in with your Workspace account.
2. Review the requested permissions — Read all resources and their metadata, no write operations (Gmail read-only) + Read email metadata. ClientPulse cannot send or modify mail. Screenshot to be addedGoogle consent screen showing the two read-only Gmail scopes
3. Click Continue / Allow.
4. Google redirects you back to /dashboard/integrations with the connection live.

3. Verify it's working

• The Gmail card flips to Connected as you@your-agency.com.
• Within a minute or two a "we found X emails, matched Y to clients" card appears. Click Review unmatched to map any unrecognised correspondents to clients.
• Open any client → the "Email activity" section should start filling in with reply-time and volume metrics.

What you can do with it once connected

• See last-email-received and last-email-sent dates per client.
• Get "this client hasn't replied in 14 days" alerts in your Monday Brief.
• Auto-link new clients ClientPulse discovers from your inbox.

Common pitfalls

• Pitfall: Trying to connect a personal @gmail.com account. Fix: ClientPulse blocks consumer-domain accounts. Use your @your-agency.com Workspace mailbox instead.
• Pitfall: "Access blocked — this app must complete the Google verification process" warning. Fix: This appears for some Workspace tenants. Click Advanced → Go to ClientPulse (unsafe) — the app is published and the warning is a Google-side delay. Or ask your admin to whitelist it under Security → API controls.
• Pitfall: You connected, but no emails appear under a specific client. Fix: ClientPulse matches emails to clients by domain. If the client uses Gmail/Outlook (e.g. joe@gmail.com), the match needs a manual mapping. Click Review unmatched on the Integrations page and map the address.

Restrictions

• Read-only. ClientPulse does NOT send email on your behalf, and does NOT modify, label, or delete existing messages.
• Only metadata (from, to, subject, timestamp) and the body of the most recent thread are read by default. Older message bodies are pulled on demand when a teammate opens a specific email in ClientPulse.
• Each teammate connects their own mailbox.

Need help?

Email support@helloaurora.ai — we'll walk you through it.