The IZEA® Flex Gmail integration allows Flex users to connect their Gmail account to the platform. By blind carbon copying (BCC) or forwarding an email to flexemails@izea.com, the email is ingested and stored in Flex, which allows for easily associating conversations throughout the Flex platform and all stages of a campaign.
Connecting Your Gmail Account
To add your Gmail account, select Integrations > Connect.
- You will then be prompted to connect your Gmail account by signing into Google.
- Once your Gmail account has been connected, you will see it listed under the Gmail section under Organization Integrations.
Please note: Once an email is added, it is visible in all Accounts within the Organization. Individual users must have view access set in their permissions to view emails on the Organization.
Viewing Your Emails
After a Gmail account is connected to the platform, ingested emails are then stored in your organizations’ Flex inbox and are viewable within Flex. There are three ways to view your emails: the Integrations module, the CRM Email tab, and the individual contact record.
Integrations Module
To view your Gmail data in the Integrations module, navigate to Integrations and then select View.
- From here, you will see all email accounts that have been synced to your Flex inbox.
- You can view the synced email from each email account by navigating to the users email and then selecting the
icon > Emails. - Selecting the
icon within the Emails module will take you directly to the email index.
CRM Emails Tab
To view your emails under the CRM module, select CRM > Emails.
- Selecting the icon within the Emails module will take you directly to the email index.
Contact Record
Please note: When a contact record already exists for an email recipient, the email is automatically associated with the contact, and the email is visible on the contact record. If there is not an existing contact record in Flex for one or more email recipients, the Flex user may optionally create new Flex contacts.
You can view your emails directly under the contact's record in Flex.
- To view the emails, first navigate to the Contacts module in your Flex account.
- From here, select the contact's record that you would like to view by selecting
the icon. - Once on the contact record, you will see the CRM option at the top next to the About tab.
- On the CRM tab, you can view all of the emails that have been sent to that specific contact. If you would like to view the emails, select the icon > View.
Emailing Contacts From Flex
After you have connected your Gmail account to your Flex account, you will be able to email your contacts directly from Flex.
- To view the emails, first navigate to the Contacts module in your Flex account.
- From here, select the contact's record that you would like to view by selecting
the icon. - Once on the contact record, you will see the CRM option at the top next to the About tab.
- On the CRM tab, select Email Contact.