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Google Workspace

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Overview

The Google Workspace integration connects ParsaLink to your Google account, enabling calendar sync, email logging, document access, and automatic Meet link generation.
Setup

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Connecting Google Workspace

  1. Go to Settings → Integrations → Google Workspace.
  2. Click Connect with Google.
  3. Select the Google account to connect.
  4. Review the requested permissions and click Allow.
  5. After authorization, configure the sync settings (see below).
Each team member connects their own Google account individually. The workspace admin cannot connect on behalf of other users.
Calendar

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Google Calendar

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What Syncs

  • ParsaLink → Google: Events created in ParsaLink appear in your connected Google Calendar within seconds.
  • Google → ParsaLink: Events created in Google Calendar (with external attendees who are CRM contacts) are imported into ParsaLink and logged on those contacts’ activity timelines.
  • Busy time: Your Google Calendar busy times block those slots from appearing in your booking link availability.

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Configuration

After connecting, select which Google Calendar to sync with (if you have multiple calendars in your Google account).
When creating an event in ParsaLink, click Add Google Meet to generate a Meet link automatically. The link is included in the calendar invite sent to all attendees.
Email

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Gmail

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What Syncs

  • Send from ParsaLink: The email composer routes outbound mail through your Gmail account, so sent emails appear in your Gmail Sent folder and are signed by Gmail’s DKIM. We only request the gmail.send scope — ParsaLink never reads, modifies, or labels your inbox.
  • Inbound capture (via SES, not Gmail): To capture replies into the CRM without scanning your inbox, ParsaLink uses a dedicated parsa-assistant@<your-tenant>.<domain> address routed through Amazon SES + SNS. Users CC or forward conversations to that address to bring them into the CRM. See Email tracking.

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Why No Gmail Inbox Scanning?

ParsaLink dropped the gmail.modify, gmail.labels, and gmail.readonly scopes in April 2026 as part of a scope-minimization pass — those scopes trigger Google’s CASA audit requirements and (more importantly) require us to scan your inbox to capture replies. The SES + SNS route gives the same outcome (CRM-aware reply capture) without us touching your inbox at all. If you previously relied on full Gmail sync, set up an inbound rule in Gmail to auto-forward conversations with CRM contacts to your tenant’s parsa-assistant@ address.
Files

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Google Drive

With Drive connected, you can access and attach Google Drive files from CRM records:
  • Attach files via Google Picker — Open the standard Google file picker from any Account, Contact, or Opportunity. The picker shows your Drive in full (folders, search, recent), so you don’t need to give ParsaLink full Drive access — you grant access to specific files at pick time. We use the drive.file scope only.
  • View Drive files — Linked Drive files are accessible with a click from the CRM. You don’t need to leave ParsaLink to open a doc.
  • Sync CRM documents to Drive — Proposals, invoices, contracts, quotes, and SOWs can sync their rendered PDF directly into your Drive. See the Documents page for the setup. Edits push a new revision to the same Drive file so links stay stable for sharing.
  • Upload new files — Push a local file from ParsaLink straight into a Drive folder the picker selected.
ParsaLink does not copy or store the file contents — it links to the file and accesses it when you open it.
Documents

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Google Docs

When writing proposal sections or email templates, you can import content from Google Docs:
  • Click Import from Google Docs in the rich text editor.
  • Search for a document in your Drive.
  • The document content is imported into the editor as formatted text.
Meetings

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Google Meet

Meet links are generated automatically when you:
  • Create an event in ParsaLink and click Add Google Meet.
  • Accept a booking from a contact (if your workspace default is Google Meet).
The Meet link is unique per event and expires after the meeting time.
Disconnect

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Revoking Access

To disconnect:
  1. Go to Settings → Integrations → Google Workspace.
  2. Click Disconnect.
You can also revoke access from your Google account at myaccount.google.com/permissions. Disconnecting from either location stops all syncing.