Planhat’s Gmail integration transforms scattered inbox activity into structured account history, creating a single workspace for customer communication and data. By storing every customer-related email alongside lifecycle records, teams ensure interactions are visible to the entire organization, removing individual silos and enabling immediate follow-through. This connection allows teams to work where they are most productive while maintaining a high-fidelity system of record for the business.

Unlock the power of Gmail with planhat

Improve net revenue retention

Protect recurring revenue by identifying communication gaps before they impact renewal targets. By automatically syncing customer-related threads into Conversations, commercial teams detect silent detractors earlier and execute proactive engagement plays.

Shorten time to value

Accelerate onboarding coordination by unifying implementation threads and project milestones directly on the account timeline. Surfacing technical follow-through within the record removes manual status checks and speeds the transition from sales to success.

Increase process governance

Standardize communication hygiene through automated domain-based matching and Centralized Connect. Planhat applies tenant-level filtering to exclude internal or sensitive data, ensuring the shared record remains governed and accurate without manual user intervention.

Improve commercial predictability

Anchor revenue forecasts in objective engagement metrics rather than anecdotal reporting. Centralizing email frequency and response times allows leadership to identify expansion signals or churn risks based on verified touchpoints.

Seamlessly integrate Planhat & Gmail

Seamlessly integrate Planhat & Gmail

Seamlessly integrate Planhat & Gmail

how it works

Flow & configuration

01

01 - CONNECTED

Centralized or individual authentication

Team members connect their Gmail accounts independently from their profile, or administrators leverage Centralized Connect to link multiple organizational mailboxes at once using a single token. This removes the biggest adoption barrier for enterprise teams by automating the connection for dozens of users across success and sales roles simultaneously.

02

01 - CONNECTED

Domain-based matching and record creation

Planhat identifies relevant customer threads by matching email addresses to existing End Users or comparing professional domains to Company Related Domains. If a contact does not yet exist, the integration can auto-create the End User record to maintain the integrity of the communication history and ensure no touchpoint is lost.

03

01 - CONNECTED

Execution of folder and subfolder selection

Admins and users define the specific Gmail labels or folders, such as Inbox and Sent, that Planhat should scan for customer activity. As of April 2026, the integration includes support for syncing email attachments and subfolders directly into Conversations, ensuring critical project documents are stored in the correct commercial context.

04

01 - CONNECTED

Managing tenant-level privacy and filters

Authorized administrators establish tenant-level email filters to prevent internal communication or specific sensitive addresses from entering the shared workspace. This governance layer ensures that only relevant customer-facing threads update the Last Touch metric or appear on Company profiles for cross-team coordination.

05

01 - CONNECTED

Follow-through via personal email sending

Team members compose and send personal emails directly from any Planhat record through their connected Gmail account. Outbound messages are recorded in Gmail's Sent folder, and subsequent replies automatically thread back into Planhat to maintain a continuous, shared record of the customer conversation.

FAQ

FAQ

How does each team member connect their Gmail to Planhat?
What Gmail data does Planhat capture, and how does it map to my customer accounts?
How does the Gmail integration help teams take action on customer email conversations?
How does Planhat ensure Gmail privacy and protect personal or sensitive emails?
How does Gmail email activity drive revenue intelligence and Health Scores?