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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.

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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.

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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.

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Gmail

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What Syncs

  • Sent emails: Emails you send to CRM contacts from Gmail are detected and logged on their activity timeline in ParsaLink (up to a 5-minute delay for sync).
  • Received emails: Inbound replies from CRM contacts are logged on their timeline.
  • Send from ParsaLink: The email composer in ParsaLink can route through your Gmail account, so emails appear in your Gmail Sent folder.

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Email Matching

ParsaLink matches emails to CRM records by the email address. If a contact’s Gmail thread is with an address that matches a contact or lead in the CRM, it’s logged automatically.
To prevent personal emails from being logged, you can exclude specific email addresses or domains from sync in Settings → Integrations → Google Workspace → Email Exclusions.

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Google Drive

With Drive connected, you can access and attach Google Drive files from CRM records:
  • Attach files to records — Search your Drive from any Account, Contact, or Opportunity record and link documents directly.
  • 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.
ParsaLink does not copy or store the file contents — it links to the file and accesses it when you open it.

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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.

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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.

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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.