Connect Gmail to Sage CRM

What you get with Gmail connected

• AI inbox sync — click "Sync Inbox" to pull your latest emails from Gmail via IMAP. Each email is analysed by AI and given a priority score (High / Medium / Low), a one-line summary, and key action points.
• Three AI reply drafts — Professional, Friendly, and Concise tone variants are pre-written for every inbound email. Click a tone to load the draft into the compose area.
• AI Rewrite — type an instruction (e.g. "make it shorter", "more formal") and Claude rewrites your draft instantly.
• Attachments — attach any file from your computer, attach a Stripe invoice PDF (if Stripe is connected), or generate a branded proposal PDF from a linked deal.
• Activity logging — every email you send from Sage is logged to the contact timeline automatically.

What you'll need

• An Appalix account on the Pro plan or above
• A Gmail account (personal or Google Workspace)
• 2-Step Verification enabled on your Google Account — required to generate an App Password

Step 1 — Enable 2-Step Verification

If you already have 2-Step Verification turned on, skip to Step 2.

1. Go to myaccount.google.com and sign in.
2. Click Security in the left sidebar.
3. Under "How you sign in to Google", click 2-Step Verification.
4. Follow the on-screen prompts to enable it using your phone or an authenticator app.

Step 2 — Generate a Gmail App Password

1. Go to myaccount.google.com/apppasswords (or navigate to Security → App Passwords).
2. You may be prompted to re-enter your password.
3. In the "App name" field, type Appalix Sage (or any name you'll recognise).
4. Click Create.
5. Google will display a 16-character password (formatted as four groups of four letters). Copy this — it will only be shown once.

Step 3 — Connect Gmail in Sage

1. In Appalix, go to Sage → Integrations.
2. Under the Email section, find the Gmail card and click Connect.
3. Enter your Gmail address (e.g. you@gmail.com).
4. Paste the App Password into the App Password field (spaces are ignored).
5. Click Save & Connect.

Sage will test the connection. On success, the Gmail card shows a green "Connected" badge.

Step 4 — Open the AI Email Inbox

1. In the Sage sidebar, click Emails.
2. Click the Sync button at the top of the inbox.
3. Sage fetches your most recent emails from Gmail, runs AI analysis on each one, and displays them in the inbox with priority badges (High / Medium / Low).
4. Click any email to open it. On the right you'll see the full email body, an AI Insights panel (summary + key action points), and a compose area pre-loaded with three AI reply drafts.

Step 5 — Reply with attachments

Sage supports three types of attachments in the compose area:

• File upload — click the 📎 File button to pick any file from your computer. It's added as a chip below the compose area. Click × to remove it.
• Stripe invoice — if you have Stripe connected in Sage Integrations, an 🧾 Invoice button appears. Click it to see your open Stripe invoices, then click one to auto-download its PDF and attach it to the email.
• Proposal PDF — if the email's contact has linked deals, a 📄 Proposal button appears for each deal. Click it to generate a branded proposal PDF (with your workspace name, deal value, close date, and description) and attach it instantly.

The Send button shows the attachment count (e.g. "Send + 2 attachments") so you always know what's going out.

Using AI Rewrite

After loading a draft (or writing your own reply), click AI Rewrite to expand the instruction panel. Type what you want — for example:

• "Make it shorter and more direct"
• "Add a friendly opening line"
• "Rewrite in a formal tone for a legal audience"

Press Enter or click Rewrite. Claude rewrites the body and replaces the textarea content. You can rewrite multiple times before sending.

Frequently asked questions