The Gmail connector uses Google OAuth 2.0 — OMB Cloud never sees your password, and you can revoke access from your Google account at any time.
Steps
- Open
/app/email→ "Connect account" → "Gmail". - Sign in to your Google account in the OAuth popup.
- Review scopes: OMB Cloud requests read of selected labels and send-as permission.
- Approve. The connector verifies access and lists your labels.
- Choose which labels to ingest. Recommended: Inbox + Sent. Optional: a dedicated label like "OMB-Sync".
Label scoping for privacy
To keep personal Gmail out of the CRM, create a Gmail filter that applies an "OMB-Sync" label only to business-relevant emails. Then in OMB Cloud, sync only that label. Personal email never enters the system.
What gets logged
For each ingested message: sender, recipients, subject, body, attachments, timestamp. Activities are attached to the contact (auto-matched by email) and to any related lead.
Common issues
- OAuth fails: usually a Google Workspace admin policy. Ask your Workspace admin to allow OMB Cloud in the Marketplace.
- Labels not appearing: labels created after the initial connection require a re-sync — click "Refresh labels" in account settings.
- Slow first sync: the connector backfills 30 days of history; large inboxes can take an hour. Subsequent sync is near-real-time.