Back to Help Center

Two-Way Email Sync

Once Gmail is connected, RadiusOS can match email threads to contacts by email address and display them in the contact's timeline. Sync is currently manual-trigger only.

How sync works

When you trigger a sync, RadiusOS queries your Gmail inbox for threads involving email addresses that match contacts in your workspace. Matched threads are pulled in and associated with the relevant contact record.

Important caveats:

  • Only threads where the contact's email address appears as sender or recipient are matched.
  • Email body content is displayed inside RadiusOS but is not stored permanently on RadiusOS servers — it's fetched fresh from Gmail's API when viewed.
  • You can send emails directly from RadiusOS through your connected Gmail account — compose from any contact's detail page.
  • Sync does not run automatically on a schedule. You must trigger it manually.

Triggering a sync

Navigate to Gmail Sync in the left sidebar. Click the Sync Now button. A progress indicator will show as threads are fetched. Sync typically completes in 10–30 seconds depending on inbox size.

Viewing emails on a contact

Open any contact detail panel and scroll to the Emails section. You'll see all matched threads, with the most recent message at the top. Click a thread to expand it and read the full conversation.

If a thread isn't appearing for a contact, verify that the email address on the contact record exactly matches the address used in the Gmail thread.

Built a workflow that works? Share it with the world.

Publish your CRM template to the RadiusOS marketplace. Get discovered by thousands of users, build your reputation, and help others skip the setup.