Google Workspace: mailboxes, review and nightly sync
Is the deal quiet or just unlogged? Connect every seller's mailbox, review uncertain matches, and spot a mailbox that has quietly stopped syncing.
The question
Is this deal really quiet, or did nobody log the emails?
A deal with no recorded activity might be dark, or the seller might simply be emailing from a mailbox nothing reads. Until you know which, every stalled-deal number is a guess.
Where it sits on the loop
Email and meetings are the evidence behind Engaged, Replied and Pipeline: who replied, when the last meeting was, which deals have gone quiet. On the customer side they show which accounts you’re actually talking to before Renewed.
Deal reviews and pipeline reviews rely on this data whether or not anyone says so.
How to think about it
Activity data you can trust needs coverage and a way to notice gaps.
- Every seller’s mailbox, or the numbers lean. If two of five sellers are connected, “no activity” on the other three sellers’ deals tells you nothing.
- Automatic, but checked. Logging by hand doesn’t survive a busy week. Let activity flow in automatically, and have a person confirm the matches the system isn’t sure about.
- Watch for the silent stop. Access expires and people change passwords. A connection that stopped last month looks exactly like a quiet month. Check when each mailbox last synced.
Common mistakes
- Connecting only the founder’s mailbox. The founder’s deals look busy and everyone else’s look dark.
- Reading “no activity” as “deal at risk” without checking coverage.Before you chase a seller about a quiet deal, check their mailbox is still syncing.
- Ignoring the review queue. Uncertain matches pile up, and the emails that matter most never reach the deal.
In Summit53
The Google Workspace integration brings Gmail threads and Google Calendar meetings into Summit53, one mailbox per seller. Open it from Integrations, or go to /admin/integrations/google-workspace. The page is headed Google Workspaceand has three tabs: Mailboxes & Sync, Manual Review and Insights & Health.
Connect your mailbox
- Open Mailboxes & Sync and click Connect Mailbox.
- Sign in to Google and grant access. Summit53 asks for read-only access to Gmail and Calendar, plus your basic profile.
- You return to the page with Mailbox <email> connected successfully. You can manage sync settings below.
Connecting always connects your own mailbox. Each seller connects theirs while signed in to Summit53. If Google refuses, the page shows We couldn’t connect <email>. followed by the reason.
Mailboxes & Sync
Connected Mailboxes lists each mailbox with Mailbox, Scopes, Last Synced (Never until its first full sync), Status and Actions. With nothing connected it reads No mailboxes are connected yet. Connect your mailbox to start capturing Gmail and calendar activity.
- Run Sync (Syncing… while it runs) starts a sync of every connected mailbox in the organisation straight away. Any member can run it.
- Disconnect asks Disconnect mailbox <email>? and stops syncing your own mailbox. It only works on your own mailbox, even for an admin.
- Need to update scopes? Reconnecting a mailbox (click Connect Mailbox again) asks Google to grant the Gmail and Calendar access again.
How the nightly sync works
Summit53 also syncs automatically every night. Each mailbox syncs on its own, a batch of messages at a time, picking up where it left off:
- The first sync reads the last 7 days by default. Later syncs start from just before the last one finished.
- Calendar meetings are read alongside Gmail.
- If one mailbox’s access has been revoked or has expired, the others keep syncing. That mailbox stops until it’s reconnected.
- If Gmail has a temporary problem, the mailbox carries on from where it stopped on the next attempt.
- Last Synced only moves when a mailbox has read everything up to that point, so a mailbox part-way through a large backlog keeps its old time until it catches up.
Manual Review
When Summit53 isn’t confident which contact or deal an email belongs to, it queues it here instead of logging it. Manual Review Queue (Review low-confidence emails before they reach the opportunity timeline.) shows each email with its Contact, Opportunity, a Confidence score and reason, and an optional Reviewer comment.
- Check the suggested contact and opportunity.
- Click Approve to log it (Email approved and logged to CRM.) or Dismiss to drop it (Email dismissed.).
- Use Refresh to load new items. When the queue is empty: All caught up! No emails are waiting for review.
Insights & Health
Four cards: Connected Mailboxes, Pending Review, Auto-Match Accuracy and Sentiment Coverage. Sentiment Snapshot shows Average Sentiment and Negative Threads, dated Updated <date> from the last organisation-wide sync, or Sync pending. Recent Insights lists what the last sync found; before then it reads Insights will appear here after the next sync completes.
Who sees what
- Organisation Owners and Admins see every mailbox and every review item. Everyone else sees only their own.
- Insights figures cover the whole organisation for everyone.
- Anyone can connect their own mailbox and run a sync.
When the data is thin
- Status always says Active. A connected mailbox shows Active even when its access has expired. The page doesn’t show sync progress or per-mailbox errors. The honest check is Last Synced: if it stops moving for a few days, reconnect that mailbox.
- Coverage is per seller. Activity only exists for connected mailboxes. A seller who hasn’t connected has no email or meeting history in Summit53, which can make their deals look quiet.
- Uncertain matches wait for you. Low-confidence emails sit in Manual Review rather than being logged to the wrong deal.
- Two different dates. Last Synced is per mailbox and moves only when that mailbox has caught up. Updated on Insights is the last time a sync of the whole organisation finished, even if some mailboxes failed in it.
- Read-only access. Summit53 reads Gmail and Calendar. It doesn’t send email or change your calendar through this integration.
Do it this week
- List every seller and whether their mailbox is connected.
- For each connected mailbox, note the last sync date. Anything older than a couple of days needs reconnecting.
- Ask the unconnected sellers to connect; until they do, mark their deals’ “no activity” as unknown, not quiet.
- Clear the review queue once, and decide who checks it each week.
Troubleshooting
- A mailbox’s Last Synced stopped moving. Its access has probably expired or been revoked. Ask its owner to click Connect Mailbox again while signed in.
- Last Synced says Never. The first sync hasn’t finished yet. Click Run Sync, or check again after the nightly sync.
- Disconnect didn’t remove someone else’s mailbox. Disconnect only works on your own. Ask the mailbox owner to disconnect it.
- I can only see my own mailbox. That’s expected for members. Owners and Admins see every mailbox.
- “Unable to start a sync. Please try again.” The sync didn’t start. Try again in a moment.
- Emails are missing from a deal. Check Manual Review: uncertain matches wait there until someone approves them.