GmailEmail

Gmail in X3 CRM

In X3 CRM you send one-to-one emails from your own Gmail inbox; in X3 Automation the assistant reads and answers emails after your approval.

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01What you can do with it

What you do with Gmail and X3.

X3 CRM

Sales

Email contacts straight from your own Gmail inbox, replies land in your inbox
Use templates with placeholders, attachments and drafts
Sync only emails with contacts and detect bounces

More about X3 CRM

X3 Automation

Process automation

Save PDF attachments to Google Drive automaticallyComing soon
Create new contact requests as contacts in HubSpot
Let the assistant draft replies, sending only after approval

More about X3 Automation

02See it in action

Here's how it looks in X3.

Real screens from the app with sample data.

Contact with its origin from Growth Intelligence, status bar, history (emails, calls, appointments), next appointment and deal — Sample data

The team's tasks: callbacks, follow-ups and quotes with due dates — Sample data

Contact History of emails, calls and meetings on the contact.

Contact on the phone: call, email, appointment with one tap — Sample data

03How the connection works

Connect Gmail in three steps.

01
Connect your account
In the X3 CRM settings, you sign in to Gmail with your own account.
02
Choose
You decide which mailbox, calendar or conferencing account is used.
03
Get to work
Emails, meetings and links show up right on the contact and in your bookings.

04Triggers and actions

What X3 Automation can do in Gmail.

You decide per group what each group is allowed to do. By default, sending needs an approval.

Starts workflows

When a new email arrives

Read

Read emails
Search threads
Get attachment

Edit

Create draft
Apply label

Sendwith approval

Send email
Reply
Forward

Delete

Delete email

Templates with Gmail

Contact requests straight into your CRMCreate new emails as contacts and notify the team.Sales
Review request after a jobAsk for a Google review three days after the deal closes.Sales
Maintenance reminder for customersSend a personal email reminder four weeks before maintenance.Service
Weekly report of open quotesA list of open quotes from HubSpot by email every Monday.Sales
Back up attachments to your filesComing soonSave PDF attachments from an inbox to Drive.Files

05Privacy and security

Your data, your rules.

You connect your own account by signing in to Gmail directly.
Chats, permissions, workflows and the audit log are stored encrypted in data centers in Germany.
Before every action, X3 checks the person's permissions: read, edit, send, delete.
By default, sending needs an approval. Every action is recorded in the audit log.
App credentials are stored separately from all other data and are never passed to AI models.
App connections run through Composio (USA), covered by Standard Contractual Clauses.

Data flow and subprocessors Privacy policy

06Related apps

07Questions

Gmail and X3 in a nutshell.

Can I connect Gmail to X3?

Yes. In X3 CRM you send one-to-one emails from your own Gmail inbox; in X3 Automation the assistant reads and answers emails after your approval.

What does X3 read and write in Gmail?

Read: Read emails, Search threads, Get attachment. Edit: Create draft, Apply label. Send: Send email, Reply, Forward. Delete: Delete email. You decide what your groups are allowed to do.

Do I need a developer for this?

No. You set up the connection in X3 yourself. If you like, we can do it together in a call.

What about data protection?

Chats, permissions, workflows and the audit log are stored encrypted in data centers in Germany. App connections run through Composio (USA), covered by Standard Contractual Clauses. By default, sending needs your approval.

How much does the Gmail integration cost?

The integration is part of X3 CRM. You'll find what X3 CRM costs on the pricing page.

08Get started

Connect Gmail to X3.

One X3 account, Gmail connected in a few steps.Prefer to do it together? We'll set it up with you.