Can Gmail emails automatically create tasks in Planfix?

Yes. After forwarding is configured, every incoming email can be automatically converted into a task. The email subject becomes the task title, while the message content becomes the task description.

Are email attachments imported into Planfix?

Yes. Files attached to incoming emails are added to the corresponding task automatically.

Can I reply to Gmail emails from Planfix?

Yes. Planfix allows you to send replies using configured email accounts while keeping the conversation connected to the task.

Do I need to log in to Gmail to manage email communication?

No. Once the integration is configured, you can receive, process, and reply to emails directly from Planfix.

How is Gmail connected to Planfix?

The integration is configured by forwarding emails from Gmail to a virtual Planfix email address and setting up an outgoing mailbox if you want replies to be sent from your own email address.

Project Management and CRM Software with Gmail Integration

Link Gmail with Planfix

Combine Planfix functionality with Gmail. Use one of the most popular email services to make employee and customer communication more efficient.

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How Gmail Works with Planfix

A customer sends you an email

How Gmail Works with Planfix — Link Gmail with Planfix

Planfix automatically creates a contact and a task with the conversation

Your team continues the conversation and manages the request in Planfix

What the Gmail Integration Can Do

Connect Gmail with Planfix to receive emails, automatically create tasks from incoming messages, link correspondence to existing tasks, and reply from Planfix using configured email accounts or virtual email addresses. The following data is transferred:

Email subject;

Email body;

Attachments;

Sender and recipient information;

Date and time of the message.

Receiving Gmail Emails in Planfix Guide

Work in a Single Window

Integrate your personal and business emails with Planfix. Utilize two powerful tools to conveniently manage, receive, and send emails in a single window.

Process Automation

After integration, every new email becomes a task in Planfix. Configure email processing rules to automate the process in the CRM with Gmail integration.

Virtual Email Addresses

Use virtual email addresses to send, receive, and manage emails in Planfix from different email addresses.

Customer Communication

You can communicate with your customers directly in Planfix, and they will ensure you communicate with them via email. Every new email from a customer is added to an existing task for their management.