Gmail 2-Way Email Sync Guide

Overview

Gmail 2-Way Sync allows you to connect your personal Gmail account directly with PXME, ensuring emails stay fully synchronized in real time across both platforms. Once enabled, all conversations are automatically updated whether sent from Gmail or PXME, giving you complete visibility and streamlined communication with patients and leads.

Key Benefits

• Seamless communication – Send, receive, and track emails from Gmail or PXME.

• Automatic contact sync – Gmail contacts automatically populate in PXME.

• Real-time bidirectional sync – Conversations stay updated across both systems.

• Full visibility – Keep a complete communication history with patients and leads.

Setup: Connecting Gmail to PXME

1. Go to Settings > My Profile.

2. Under the General tab, find Email (2-way sync).

3. Select Gmail Two Sync and click Connect.

4. Choose a Gmail account from your browser or log in to a new one.

5. Grant all requested permissions to LeadConnector.

6. Click Continue.

Your Gmail account will now appear under the Email Two-Way Sync tab in PXME.

How the Sync Works

• PXME → Gmail: Emails sent from PXME appear in your Gmail Sent folder.

• Gmail → PXME: Emails sent from Gmail are logged in PXME conversations.

• Replies sync automatically into the same thread.

• Emails from saved contacts are auto-synced into PXME conversations.

Important Notes

• Emails from sub-account users are not synced (privacy reasons).

• Gmail attachment size limit: 25 MB.

• Gmail daily sending limit: 500 emails (individual emails only).

Auto BCC Sync (Optional)

To log Gmail or Outlook conversations automatically:

1. Go to Settings > My Profile.

2. Copy the Auto BCC address.

3. Paste this address into the BCC field in Gmail/Outlook.

All future emails from that contact will sync into PXME automatically.

⚠️ Note: Gmail may display a “Delivery incomplete” error for BCC addresses. This does not prevent PXME from logging the message successfully.

Updating or Disconnecting

• Update Email – Change the connected Gmail without removing the old one. New outbound emails will sync from the new account.

• Disconnect Email – Stops syncing immediately. Past emails remain in PXME, but new ones won’t sync.

Email Types & Sync Rules

• Individual Emails – Sent directly via Gmail (count toward Gmail’s daily 500 limit).

• Bulk Emails – Sent via PXME’s email provider (not affected by sync).

• Workflows & Automation – Continue using PXME’s provider (sync not applied).

FAQs

Q1: Will old emails sync after setup?
No. Only new emails sent/received after connecting will sync.

Q2: Will removing Gmail delete emails?
No. Existing synced emails remain in PXME.

Q3: What about CC/BCC contacts?
They appear in PXME conversations but do not create new contacts.

Q4: How are forwarded emails handled?
They are logged as sent emails under the relevant contact.

Q5: What happens with duplicate recipients?
The email links to the first matching contact in PXME.

Q6: What if Gmail credentials change?
You’ll need to reauthenticate to restore sync.