Connect Google Workspace with Statisfy
The Google Workspace integration links your Gmail and Google Calendar to Statisfy through a single OAuth connection. You choose exactly which permissions to grant at connect time, and can change them later. Once connected, Statisfy can:- Sync your email threads in near real-time (when Read email is granted)
- Pull historical and ongoing calendar events (when Read calendar is granted)
- Send emails from your Gmail account via Workbench or the Gmail Send V2 Agent Studio component (when Send email on your behalf is granted)
- Listen for replies via the Gmail Reply Listener V2 component (uses Read email)
- Power role-based sends so workflow emails appear to come from the right team member
Google Workspace is a per-user integration — each user who wants Statisfy to act on their behalf must connect their own Google account. Connecting yours does not give Statisfy access to your teammates’ Gmail or Calendar.
Permissions You Choose
When you click Connect, the dialog shows three checkboxes. Tick only what you need — at least one must be selected.| Permission | Default | What it enables | Required for |
|---|---|---|---|
| Read email | ✅ On | Pulls inbound and outbound Gmail messages so customer conversations attach to the right accounts and people. New messages stream in within seconds via Google’s push notifications. | Email timeline, Gmail Reply Listener V2, Stella conversation context |
| Read calendar | ✅ On | Pulls upcoming and past Google Calendar events, links them to customer records, and lets Statisfy run meeting-based triggers. | Upcoming Meeting V2 / Meeting Segment V2 triggers, Statisfy notetaker, meeting timeline |
| Send email on your behalf | ✅ On | Lets Statisfy send emails from your Gmail address — only when you trigger them through Stella, Agent Studio flows, or the Statisfy email composer. | Gmail Send V2, Stella drafts, automated outreach flows you set up |
Prerequisites
- A Google Workspace account (consumer
gmail.comaccounts also work) - The Statisfy admin must have enabled the Google Workspace integration in your org
- A connected CRM (Salesforce or HubSpot) — non-CRM integrations are gated until at least one CRM sync has completed
- Pop-ups allowed for Statisfy in your browser (the Google sign-in opens in a new window)
Steps to Connect
- Log in to Statisfy.
- Navigate to Integrations → User Apps → Google Workspace.
- Click the Google Workspace card. The connect dialog appears with the three permission checkboxes (defaults: Read email ✅, Read calendar ✅, Send email ✅).
- Tick or untick the boxes to match what you want Statisfy to do.
- Click Connect your account.
- A Google sign-in window pops up. Sign in if needed, then review the requested permissions — they’ll match exactly what you checked. Click Continue → Allow.
- The pop-up closes automatically. The Google Workspace card will show Connected within a few seconds.
Managing Your Connection
Adding or removing permissions later
- Go to Integrations → User Apps → Google Workspace.
- Click the Google Workspace card. The Manage dialog opens with your current permissions pre-checked.
- Tick or untick the boxes to change what Statisfy can access.
- Click Update permissions.
- Re-authorize in the Google pop-up. Google will only ask you to confirm the new permission set.
- Adding a permission (e.g. enabling Read calendar): Statisfy starts syncing that surface within seconds and runs a 30-day backfill.
- Removing a permission (e.g. unchecking Read email): Statisfy immediately stops pulling new data for that surface. Previously synced data stays in your customer timelines — Statisfy doesn’t delete history.
Disconnecting entirely
- Open the Google Workspace card.
- Click Disconnect.
Using Google Workspace in Agent Studio
Once connected with the right permissions, Google Workspace powers several Agent Studio components:| Component | Permission Required | What it does |
|---|---|---|
| Gmail Send V2 | Send email on your behalf | Sends an email as the connected user. Use Send As Role (e.g., Account Owner, CSM) to pick the right sender per account automatically. |
| Gmail Reply Listener V2 | Read email | Pauses a flow until a recipient replies to an email previously sent by Gmail Send V2. |
| Upcoming Meeting V2 | Read calendar | Triggers a flow when a calendar event matches a meeting segment — uses the connected user’s calendar data. |
| Meeting Segment V2 | Read calendar | Triggers on past meetings ingested from Google Calendar. |
Troubleshooting
Authorization failed
Authorization failed
Connection succeeded but emails or calendar events aren't appearing
Connection succeeded but emails or calendar events aren't appearing
- Check which permissions you granted. Open the Google Workspace card — if only Read calendar is ticked, you won’t see emails (and vice versa). Re-open the dialog, tick the right box, and click Update permissions.
- Wait a couple of minutes for the 30-day backfill to complete.
- Confirm on Google’s side — visit myaccount.google.com/connections. Statisfy should appear with the scopes you granted.
- Verify your CRM integration has completed at least one successful sync — non-CRM data is gated on CRM completion.
- For calendar events specifically: the meeting needs at least one external attendee whose domain matches a known account.
Gmail Send fails with "no Gmail connection" or "insufficient permissions"
Gmail Send fails with "no Gmail connection" or "insufficient permissions"
- The user selected via Send As Role must have personally connected their Google Workspace account with Send email on your behalf ticked.
- Connecting under a shared admin account does not grant send rights for other team members.
- Ask the relevant user to visit Integrations → User Apps → Google Workspace and either click Connect (if not yet connected) or open the manage dialog and tick Send email on your behalf, then click Update permissions.
Replies not detected by Gmail Reply Listener
Replies not detected by Gmail Reply Listener
- The connected user must have Read email granted — check via the manage dialog that the box is still ticked.
- The reply has to land in the same Gmail thread Statisfy sent from. Forwarded replies from a separate address are not matched.
I unchecked a permission by mistake — how do I get it back?
I unchecked a permission by mistake — how do I get it back?
Open Integrations → User Apps → Google Workspace, tick the missing permission, and click Update permissions. Google will re-prompt for that specific scope. Already-synced historical data remains intact; ongoing sync resumes immediately.