The Gmail Integration is available only to Premier subscribers.
The Gmail integration enables Sisu emails to be sent directly from a user's connected Gmail account rather than from a generic Sisu no-reply address. This creates a more personalized and professional experience for recipients, helping to improve deliverability, open rates, and engagement. Emails sent through the integration will appear in the user's Gmail "Sent" folder, making it easier to track communication and maintain consistent follow-up with clients or team members.
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How do I enable the Gmail integration?
All Premier users can enable the Gmail integration from their user profile, but it must first be activated at the team level. This setup begins at the organizational level to ensure all team members have access. Once enabled for the team, individuals can connect their Gmail accounts by navigating to Account > Profile > Gmail Integration in Sisu Classic. For detailed setup or opt-out instructions, check out this KB article. 📙
Not a Premier user? Check out this article to learn more about all the additional features included in Premier! 🚀
How does the Gmail integration work?
After signing up, when you send an email using Sisu, an email is sent to both you and the recipient(s). These emails are sent from your Gmail account (the one you used when signing up for Gmail integration). For this reason, a record of this sent email can only be found in your Sent folder and not in Sisu.
When you sign up for Gmail integration, you're not only giving permission for Sisu to talk to your Gmail account but you're also giving Gmail permission to send emails from your account. So when you send an email from Sisu, Sisu and your Gmail account are communicating so that each Sisu email is seamlessly sent from your Gmail account. Additionally, once configured in Sisu Classic, the Gmail integration will function seamlessly across both Sisu Classic and Sisu NEXT versions, allowing integrated use on both platforms.
Which Sisu emails are affected by Gmail integration?
🔸 Notification Emails
Notification emails are sent when a Sisu notification task is triggered. If you're assigned to a notification task and you're signed up for the Gmail integration, the notification email will be sent from your Gmail account and not from Sisu.
If you'd like to know more about how notification emails work with the Gmail integration, check out the article in the Knowledge Base called How can I have my Sisu notification emails sent from my personal Gmail account?
🔸 Emails Sharing Form Data
Sisu allows you to email the data from any form to users and non-users alike. If you're signed up for the Gmail integration, the email will come from your Gmail account if you're the one who sends the email.
Let's now walk through the steps you'd take to share form data. This example is from the perspective of a user who has already signed up for the Gmail integration.
Go to Transactions > Transactions and click a transaction to open it.
On the right side of the screen, click Email Now. This opens the Share Form Data screen.
Select or enter in recipients in the Send To fields.
Fill out the rest of the fields as desired.
Click Send when finished. The email is sent from your personal Gmail account. It doesn't matter if you're an agent assigned to the transaction or not. You clicked Send so the email comes from your Gmail account.
🔸 Emails Sending Documents from a Transaction
Sisu allows you to email documents to users and to non-users alike. If you're signed up for the Gmail integration, the email will come from your Gmail account if you're the one who sends the email.
Let's now walk through the steps you'd take to email transaction documents to someone. This example is from the perspective of a user who has already signed up for Gmail integration.
Go to Transactions > Transactions and click a transaction to open it.
In the menu on the left, click Documents. This opens the Documents screen.
Scroll down to the list of documents and click the checkbox in-line with a document.
Click Send Selected.
Select or enter in recipients in the Send To fields.
Fill out the rest of the fields as desired.
Click Send when finished. The email is sent from your personal Gmail account. It doesn't matter if you're an agent assigned to the transaction or not. You clicked Send so the email comes from your Gmail account.
Which emails are not affected by the Gmail integration?
It's important to note that team messages (found under Admin > Team Messaging) are NOT affected by the Gmail integration. These emails will be no-reply only, even if the user sending the email has signed up for Gmail integration.
Gmail Integration vs. "Reply" Email Address: Which should I use?
Both of these options allow your users to reply to emails sent from Sisu. Let's talk about how each option is different and when to use each.
Gmail Integration: For users signed up for the Gmail integration, their assigned notification task emails are sent from their Gmail address instead of a Sisu "noreply" email. This is a great option if you prefer that email recipients respond to the user assigned to the notification task.
When a Gmail-integrated user manually sends an email from Sisu, the email appears to recipients as if it's coming from the user's Gmail address.
"Reply" Email Address: Teams can set up a "reply" email address with Sisu so that all emails sent from Sisu appear to come from that email. This is a great option for teams that want a single "reply" email for the whole team. Email replies can then be managed by a single individual.
If you want multiple people managing your "reply" email, you'll need an email group.
📖 Note
For more information about email groups, check out the FAQ section of this KB article. 📙