Productive’s email inbox lets you connect multiple Gmail accounts and read and manage emails directly inside Productive. It also supports linking conversations to your deals, tasks, projects, and other items, making it easier to keep everything in one place.
It’s designed to replace the older BCC inbox functionality, which will continue to exist but is no longer located under CRM > Inbound Emails.
You’ll now find both inboxes under a new mail icon in the top navigation bar.
👉 Once your inbox is connected, see Using Your Gmail Inbox in Productive to learn how to read, send, and link emails.
Connecting Gmail is available on the Professional and Ultimate subscription plans.
Who Can Connect?
Only users with the Manage Emails permission can access and use this feature.
By default, this includes users with the Admin, Manager, and Profitability Manager permission sets.
If needed, you can create a custom permission set, complete with the View and Manage Emails permission and assign it to any user who should have access.
Connecting Your Gmail Account
To connect your Gmail inbox:
1) Click the mail icon in the top navigation bar.
2) Click Add Email Account and select Gmail account.
3) Click Connect Email and you’ll be redirected to a Google authentication screen.
4) Allow all the requested permissions. Productive is a Google-verified app, so you shouldn’t see any security warnings.
Be sure to grant Productive permission to access and read your email labels, as well as to read, compose, and send emails on your behalf. Without both permissions, you may encounter a "500 Server Error" and the feature won’t work.
📌 Google periodically reviews and verifies Productive’s integration to ensure it meets their security standards. You can read more about Google’s verification process here.
5) Choose which folders to sync with Productive:
Any folder: syncs all folders, including Inbox, Drafts, Sent, and any custom folders or labels.
Only specific folders: lets you select which folders to sync from the dropdown.
6) Once connected, your inbox will appear within a few seconds.
📌 You can add multiple Gmail inboxes if needed, or even add one or more Outlook inboxes. Click + Add Email Account to connect them.
📌 To disconnect or edit the integration, navigate to Settings > App Marketplace > Gmail.
Supported Connection Scenarios
In addition to connecting a single inbox to a single user in one organization, the following cases are also supported:
One inbox connected to multiple organizations (e.g. using the same personal Gmail account in two completely separate Productive organizations).
One inbox connected to multiple users within one organization (e.g. a shared sales@company.com inbox).
You can add one or more Outlook inboxes alongside your Gmail ones. Click + Add Email Account to connect them.
📌 For shared inboxes, each user needs to connect the inbox separately to see and use it in Productive.
📌 You cannot connect the same inbox more than once to the same user in a single organization.