Sales + CRMBest fit: Operations

Connected sending

Gmail-connected quote, invoice, and CRM email

Send supported customer-facing emails from a connected Gmail account when available, with fallback sending when Gmail is not connected.

Email automation and Gmail-connected sending

What improves

  • check_circleMakes operational emails feel personal and trustworthy.
  • check_circleKeeps quote, invoice, and CRM messages tied to the Oorini record.
  • check_circleSupports automation without losing sender context.

How teams use it

  • check_circleSend quote and invoice emails from the user's connected Gmail.
  • check_circleRun CRM automation and sequence emails using the right sender.
  • check_circleFallback to a shared sender when Gmail permissions are unavailable.

AI examples

  • check_circleDraft a quote email in a professional but direct tone.
  • check_circleWrite a polite payment reminder using invoice context.
  • check_circleCreate a reactivation email for inactive customers.

Operating path

The value is in the connected handoff.

This page exists because the feature is not an isolated module. It earns its value when it moves work across teams, locations, systems, and customer commitments.

Step 1

Connect Google Workspace

Step 2

Draft or automate email

Step 3

Send from Gmail when permitted

Step 4

Log activity on the customer record

CRMQuotesInvoicesAutomationsGoogle Workspace