> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Gmail

> Have DialNexa send the follow-up email right after the call - the one your agent promised, with the right context, before the conversation goes cold.

Gmail is where most business communication lands. When DialNexa handles a call where a follow-up email was promised - a recap, a proposal, a document, a confirmation - it can draft and send that email automatically, so nothing falls through the cracks between the call ending and the rep opening their laptop.

<Note>
  Gmail is most useful for the "I'll send you an email with that" moment that happens on almost every call. DialNexa can make sure that email actually goes out, every time.
</Note>

## What this integration does

DialNexa connects to Gmail through Google OAuth. After a call, DialNexa can:

* **Send emails** from your connected Gmail account to the caller's email address
* **Draft emails** into Gmail for a rep to review and send, rather than auto-sending
* **Log sent emails** to your CRM (via HubSpot, Salesforce, or other connected tools)
* **Thread into existing conversations** if the caller's email is part of an active Gmail thread
* **Attach documents** or links referenced during the call (Calendly link, proposal URL, meeting notes)

## When to use DialNexa with Gmail

**Post-call recap** - the agent handled the call and promised to send a summary. DialNexa writes and sends a plain-language recap of what was discussed, what was agreed, and what the next step is - tailored to what actually happened on the call.

**Proposal or document delivery** - when a prospect asks for pricing, a proposal, or specific documentation during the call, DialNexa can send it immediately after the call ends rather than waiting for a rep to action it.

**Appointment confirmation** - after booking a meeting on the call, DialNexa sends an email confirmation with the date, time, and what to prepare - reinforcing the booking and reducing no-shows.

**Demo or callback follow-up** - when a prospect can't talk now but wants to continue later, DialNexa sends a short email while the conversation is still fresh: "Great speaking with you, here's what we covered, here's the link to book when you're ready."

**Missed call notification** - when DialNexa couldn't reach someone, it sends an email to the caller's address to let them know, provide context, and give them a way to respond or book a time.

## What DialNexa sends via Gmail

<CardGroup cols={2}>
  <Card title="Post-call recaps" icon="file-text">
    A plain-language summary of what happened on the call - key points, agreed actions, and next steps - written from what the agent captured.
  </Card>

  <Card title="Proposal and document delivery" icon="file">
    Sends pricing, proposals, brochures, or any resource the caller asked for, without waiting for a rep to manually send it.
  </Card>

  <Card title="Booking confirmations" icon="calendar-check">
    Confirms the meeting time, agenda, and what to prepare - immediately after the calendar event is created.
  </Card>

  <Card title="Follow-up sequences" icon="mail">
    Sends the first email in a follow-up sequence based on what happened on the call - warm follow-up, reschedule request, or nurture drip.
  </Card>
</CardGroup>

## Setting up the integration

In your DialNexa agent workflow, add a Gmail action at the end of the call - or triggered by specific outcomes. You'll configure:

1. **Gmail connection** - Google OAuth connected to the sending Gmail account
2. **To address** - typically the caller's email, captured during the call as a DialNexa variable
3. **From address** - the rep's Gmail account or a shared team inbox
4. **Subject and body** - email template using DialNexa variables like `{{caller_name}}`, `{{call_summary}}`, `{{booking_link}}`, and `{{next_step}}`
5. **Send vs. draft** - choose whether to send immediately or draft for rep review
6. **Conditions** - only send if certain call outcomes are met (e.g., only send the recap email if the caller provided their email address)

## Workflow ideas

<AccordionGroup>
  <Accordion title="The promised recap: never miss a follow-up again">
    Your agent finishes a qualifying call. The prospect gave their email and said "feel free to send me some info." Before they've put down the phone, DialNexa has sent a short, personalized email: what was discussed, what makes sense for them based on what they said, and a Calendly link to book next steps. The rep didn't lift a finger.
  </Accordion>

  <Accordion title="Proposal delivery: speed up the sales motion">
    A prospect asks for pricing during the call. The agent says "I'll send you our pricing overview now." DialNexa sends the email immediately after the call - with the right pricing tier based on what the caller said about their company size and use case. The prospect has the information before they've even opened their laptop to look you up.
  </Accordion>

  <Accordion title="No-show recovery: follow up on missed appointments">
    Someone didn't show up to a booked meeting. DialNexa called, got no answer. Rather than leaving it there, DialNexa sends a short email: "We tried to reach you for our call today - here's how to reschedule." Rescheduling rate goes up with minimal rep effort.
  </Accordion>

  <Accordion title="Rep review queue: draft instead of auto-send for high-value accounts">
    For enterprise prospects or high-value accounts, configure DialNexa to draft the follow-up email into Gmail rather than sending it automatically. The rep reviews, edits if needed, and sends - with the structure and context already there. Saves 10 minutes of writing per call.
  </Accordion>
</AccordionGroup>

## Pairing Gmail with other integrations

* **Gmail + HubSpot** - sent emails are logged as activities on the HubSpot contact, so the entire post-call sequence is visible in the CRM timeline
* **Gmail + Salesforce** - email sends log to the Salesforce Activity timeline, keeping the full communication history on the Opportunity
* **Gmail + Google Calendar** - after a meeting is booked, Gmail sends the confirmation; if the meeting is rescheduled, Gmail sends the updated details
* **Gmail + Slack** - when a high-priority email is sent (e.g., a proposal to an enterprise prospect), Slack notifies the rep or manager
* **Gmail + Calendly** - the post-call email includes the Calendly link so the prospect can self-schedule at their own pace after the call

## Common questions

<AccordionGroup>
  <Accordion title="Can DialNexa send from a specific rep's Gmail account?">
    Yes. If you connect each rep's Gmail account to DialNexa, you can route emails to send from the rep's own address. Alternatively, you can use a shared team inbox or a general company email address.
  </Accordion>

  <Accordion title="How does DialNexa get the caller's email address?">
    DialNexa captures the email during the call - the agent asks for it directly, or it's already known from a CRM lookup before the call starts. If the email isn't captured, the Gmail action can be conditional (only send if an email address is available) or fall back to another action.
  </Accordion>

  <Accordion title="Can I personalize the email based on what was said on the call?">
    Yes. DialNexa's email templates support variables that are populated from the call conversation - caller name, company, specific interest areas, objections raised, and next step discussed. The email feels personal because it's based on the actual conversation.
  </Accordion>

  <Accordion title="Will these emails look like spam?">
    Emails sent through Gmail with proper authentication (SPF, DKIM) from a real sender address are treated as regular email - not transactional bulk sends. Keeping emails short, personalized, and reply-friendly helps deliverability significantly.
  </Accordion>

  <Accordion title="Can DialNexa draft emails for rep review instead of auto-sending?">
    Yes. You can configure the Gmail action to create a draft in the rep's Gmail rather than sending automatically. The draft appears in their Gmail drafts folder with the subject, body, and recipient pre-filled - the rep reviews and sends when ready.
  </Accordion>
</AccordionGroup>