Clay’s Gmail connection creates contacts for people you’ve emailed and displays email-related information on cards.
Connecting to Gmail and Google Calendar
- Go to
Profile Icon
in the top right, thenSettings
on Mac, Windows, Web, or iOS - Under Integrations, tap
Connect Google
- Toggle on the accounts you'd like to connect, then tap
Connect
- Follow the Google authentication flow
ℹ️ A few things to note about the calendar integration and events in general:
- We don't support a view of your upcoming events yet but we're already working on this! In the meantime, you should see your events on your Home view at least 15 minutes before the time of the event.
- As long as the event belongs to the calendar, Clay will pick it up. If the event ownership is hosted through a third-party software, Clay will not pick up those events. However, we have used Zoom, Calendly, Savvy Cal, and Cal.com with success internally.
- Clay will also only pick up events that are associated with a contact, so not all events will pull through to your Clay account. If you have events where you're the only attendee, we won't be able to pull it into your Clay.
What Clay Does
- Clay automatically creates contacts for people you’ve emailed. This includes everyone back to your first email.
- Clay shows your email history with a person on their profile. You’ll see your first email with a person and your most recent email.
- Clay prioritizes people depending on how well you know them. Don’t worry if you have a ton of emails, Clay will prioritize people you've emailed more.
- Clay surfaces people you’ve recently emailed for the first time in the Home view. Tap on someone to view their profile. On iOS, swipe to the right to star, or swipe to the left to take a note, change the reconnect cadence, or dismiss the reminder.
- Clay tries to filter out newsletters, distribution lists, and spam. It’s hard to have 100% accuracy though, so you can always manually delete these afterwards.
What Clay Doesn’t Do
- Clay doesn’t store your Google credentials like your password. Google only provides a token that Clay uses to pull emails. We never have access to your Google password.
- Clay can’t see the body of emails (i.e. the actual message). This is so important we address it individually. Clay only asks for permission to import email metadata—the To:, Cc:, Subject:, and date. That permission does not provide any access to the body of the email.
- Clay can’t create, modify, or delete emails. Same as above—literally, can’t. We request permission only for creating and enriching contacts in Clay.