Skip to content

OneSuite Logo

  • SolutionsExpand
    • Projects icon

      Projects

      Manage tasks smartly & deliver timely

      Lead Pipeline icon

      CRM

      Nurture leads and win more clients

      Invoice icon

      Invoice

      Create invoices in minutes & get paid

      Client Portal icon

      Client Portal

      Ensure transparency & gain trust

      Document Hub icon

      Document Hub

      Create & sign documents easily

      Team

      Manage tasks smartly & deliver timely

  • Use Cases
  • Pricing
  • ResourcesExpand
    • Documentation

      Support

      Roadmap

      Changelog

      FAQ

      Blog

      API Doc

  • CompanyExpand
    • About
Try for free

Help Center

  • Documentation
  • Public Roadmap
  • Book a demo
  • Get Support
OneSuite Logo
intro to onesuite

OneSuite 101

6
  • Introduction
  • Understanding OneSuite’s Structure
  • How Solutions Work Together
  • Navigating OneSuite
  • All OneSuite Capabilities
  • OneSuite Glossary
quick start guide

Quick Start Guide

7
  • Setting Up Your Business
  • Adding Your Payment Methods
  • Inviting Team Members
  • Adding Your First Leads
  • Adding Your First Client
  • Giving Your Client Portal Access
  • Sending Your First Proposal

CRM

6
  • CRM Overview
  • Adding People
  • Adding Companies
  • Creating Opportunity
  • How Opportunities, Companies, and People Work Together
  • Understanding Pipeline Stages
client

Client Management in OneSuite

7
  • Client Portal Customization 
  • Understanding the Clients Solution
  • Adding Clients
  • Client Profiles
  • Imports, Exports, and Search
  • The OneSuite Client Portal
  • Video Documentation : Client Management
pm

Manage your Projects Effortlessly

7
  • Subtask Behavior & Movement Management
  • Laying the Groundwork: Project Creation in OneSuite
  • Managing Project Boards in OneSuite
  • Adding Tasks to Boards in OneSuite
  • Lifesaver:Templates in OneSuite
  • Custom Categories, Tags, and Labels in Projects
  • Video Documentation : Project Management

Documents

5
  • Overview
  • Creating a Document from Scratch
  • Uploading a PDF Document
  • Sending Documents to Parties to Sign
  • Signing a Document
team

OneSuite's Team Management

4
  • Inviting Collaborators in OneSuite
  • Creating Personalized Departments in OneSuite
  • Managing Team Members in OneSuite
  • Video Documentation : Team Collaboration
Invoices & Payments

Invoices & Payments

7
  • Access & Navigation
  • Invoice Settings & Customization
  • Create One-time Invoices
  • Creating Recurring Invoices
  • How to set taxes on your invoices
  • How to Add Direct Bank Transfer Instructions to Your Invoices
  • How to Customize Invoice Email Messages

Time Tracking & Timesheets

2
  • Time Tracking in OneSuite
  • Time Tracking & Timesheets 

Email Inbox in OneSuite

5
  • Email Inbox 
  • How to Integrate Microsoft Outlook in OneSuite 
  • How to Use Email Templates in OneSuite 
  • How to Integrate Gmail in OneSuite 
  • How to Send and Receive Email in OneSuite 
View Categories
  • Home
  • Docs
  • Email Inbox in OneSuite
  • How to Integrate Gmail in OneSuite 

How to Integrate Gmail in OneSuite 

Connect your Gmail account to send and receive emails directly within OneSuite 

Overview  #

OneSuite’s Email Inbox integration allows you to connect your Gmail account to the platform, so you can send and receive emails from within OneSuite without switching between applications. Emails from clients and contacts are accessible directly in the CRM. 

Connecting Your Gmail Account  #

To integrate Gmail with OneSuite: 

  1. Go to Integrations from the main menu. 
  2. Locate the Email Inbox and click on it. 
  3. Click Gmail Account, then click Connect. 
  4. When prompted to select a provider, choose Gmail. 
  5. Enter your Gmail address and your App Password. 
Email Inbox Setting
Email Inbox Setting

Note: You will need to create a Gmail App Password to complete this setup. See the section below for instructions. 

Creating a Gmail App Password  #

Google requires an App Password rather than your regular Gmail password for third-party integrations. To generate one: 

  1. Go to your Google Account at my account.google.com. 
  2. In the search bar, type App Passwords and select it. 
  3. Sign in with your Gmail account if prompted. 
  4. In the App name field, enter a name such as OneSuite Inbox. 
  5. Click Generate. 
  6. Copy the 16-character password that appears. 
  7. Paste this password into the App Password field in OneSuite’s Gmail integration settings. 
  8. Click Save or Connect to complete the setup. 

Note: Store this App Password securely. You will not be able to view it again after closing the generation screen. If lost, generate a new one and update the settings in OneSuite.

Summary  #

Once connected, your Gmail inbox is accessible from within OneSuite’s CRM. You can send and receive emails from client and contact records without leaving the platform. 

If you have feedback or suggestions for improving this feature, please reach out to the OneSuite support team. 

Updated on March 12, 2026

Did this article answer your question?

  • Happy
  • Sad
How to Use Email Templates in OneSuite How to Send and Receive Email in OneSuite 

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Table of Contents
  • Overview 
  • Connecting Your Gmail Account 
  • Creating a Gmail App Password 
  • Summary 
OneSuite Logo

Streamline your agency's workflow while you focus on growth—manage clients, projects, teams, proposals, contracts, and invoices effortlessly with OneSuite!

product hunt

Follow Us On

  • Facebook
  • X
  • Instagram
  • LinkedIn

Join Our Community

  • Facebook
  • WhatsApp

Features

Projects

Lead Pipeline

Documents

Invoices

Client Portal

Teams

Resources

Contact

Support

Docs

Blog

Branding

Become an affiliate

Agency Partner Program

Public roadmap

Book a demo

Compare

OneSuite vs. Kitchen Co

OneSuite vs. Moxie

OneSuite vs. Flowlu

OneSuite vs. Plutio

OneSuite vs. Bonsai

OneSuite vs. ClientManager

  • Terms of use
  • Privacy policy
  • Cookie policy
  • Refund policy
  • Acceptable use policy
  • Data processing terms
  • Solutions
    • Projects icon

      Projects

      Manage tasks smartly & deliver timely

      Lead Pipeline icon

      CRM

      Nurture leads and win more clients

      Invoice icon

      Invoice

      Create invoices in minutes & get paid

      Client Portal icon

      Client Portal

      Ensure transparency & gain trust

      Document Hub icon

      Document Hub

      Create & sign documents easily

      Team

      Manage tasks smartly & deliver timely

  • Use Cases
  • Pricing
  • Resources
    • Documentation

      Support

      Roadmap

      Changelog

      FAQ

      Blog

      API Doc

  • Company
    • About
  • Documentation
  • Public Roadmap
  • Book a demo
  • Get Support
Try OneSuite   →