Google Integration (Gmail & Calendar)

Setting up Google (Gmail & Calendar)#

Coeffection supports two connection modes. Personal Connection is fastest — each user connects their own Google account via OAuth and is up and running in under a minute. Organization Connectionuses Google's Domain-Wide Delegation so an admin connects once and every user in the Workspace domain is synced automatically — no individual OAuth flows, no per-user setup, and employees added later are connected immediately.

Supported Features

Option A — Personal Connection

1. 1Go to Admin → Integrations and click the Google (Gmail & Calendar) card.
2. 2Click "Connect My Account" — a Google OAuth popup will open.
3. 3Sign in with the Google account you use for work email (use your personal work email, not a shared admin account).
4. 4Review the permission scopes and click "Allow". Coeffection requests: read and send email, manage calendar events, and view your email address.
5. 5Your Gmail inbox and Google Calendar will begin syncing immediately. Existing emails matching CRM contacts will backfill onto their timelines.

Option B — Organization Connection (Domain-Wide Delegation)

This is the recommended setup for teams of 5+ users. An admin completes the setup once and every user in the Google Workspace domain is connected automatically — no individual OAuth flows needed. New employees are connected the moment they are added to the Workspace domain.

Part 1 — Create a Google Cloud Service Account

1. 1Go to console.cloud.google.com and select (or create) the project you want to use.
2. 2Navigate to APIs & Services → Library. Search for and enable: Gmail API, Google Calendar API, and People API.
3. 3Navigate to IAM & Admin → Service Accounts. Click "Create Service Account".
4. 4Name it something descriptive like "Coeffection CRM Delegation" and click Create and Continue.
5. 5Skip the optional role and user access steps — click Done.
6. 6Click into the new service account. Go to the Details tab and check "Enable Google Workspace Domain-wide Delegation". Copy the Client ID shown — you will need it in Part 2.
7. 7Go to the Keys tab. Click Add Key → Create new key → JSON. A .json file will download — this is your service account credential file. Store it securely.

Part 2 — Grant Domain-Wide Delegation Scopes

1. 1Go to admin.google.com and sign in as a Super Admin.
2. 2Navigate to Security → Access and data control → API controls.
3. 3Scroll down to "Domain-wide delegation" and click Manage Domain-wide Delegation.
4. 4Click "Add new". In the Client ID field, paste the Client ID you copied from the service account.
5. 5In the OAuth scopes field, paste the following scopes (comma-separated):

https://www.googleapis.com/auth/gmail.send,
https://www.googleapis.com/auth/gmail.readonly,
https://www.googleapis.com/auth/gmail.modify,
https://www.googleapis.com/auth/calendar,
https://www.googleapis.com/auth/calendar.events,
https://www.googleapis.com/auth/userinfo.email

1. 1Click Authorize. The service account now has permission to act on behalf of any user in your domain for these scopes.

Part 3 — Connect in Coeffection

1. 1In Coeffection, go to Admin → Integrations → Google (Gmail & Calendar).
2. 2Click "Connect My Organization".
3. 3Enter your Google Workspace domain (e.g. yourcompany.com).
4. 4Upload the JSON key file you downloaded in Part 1.
5. 5Click "Verify & Save". Coeffection will test the delegation by reading a sample inbox — if scopes are correct, the connection is confirmed.
6. 6All users in your Workspace domain are now connected. Email sync, calendar sync, and send-as capabilities are active for every user.

Troubleshooting