Gmail + Thoughtly
Send and parse mid-call email confirmations, contracts, or follow-ups directly from your Gmail account.
On every call where the lead asks for a confirmation, a contract, a brochure, or a price sheet, Thoughtly sends the email — from your Gmail, signed with your name — before the call ends. The lead hangs up with the resource already in their inbox. No 'I'll have someone send it over.'
The integration uses OAuth-scoped Gmail send permissions and per-domain customization. Thoughtly can pull canned templates, swap in dynamic fields captured on the call, attach the right document, and send. Replies route to a shared inbox or back to the rep depending on your config.
Beyond send, Thoughtly can also read inbound replies and trigger follow-up calls when a lead engages with the email. The full thread becomes part of the contact's call context for the next conversation.
Common use cases
- Mid-call confirmation emails (booking, quote, agreement)
- Send templated follow-ups with dynamic fields from the call
- Trigger a Thoughtly call when a lead replies to an outbound email
- Forward call summaries to a rep's Gmail inbox automatically
- Send post-call surveys or NPS prompts
- Auto-attach contracts, price sheets, or brochures based on conversation
Why connect Gmail to Thoughtly
The integration is bidirectional, real-time, and runs on every Thoughtly plan. Here's what teams using Gmail get out of the box.
- Send from your domain, not a generic relayGmail OAuth means emails go out from your address with full DKIM/SPF — no spam-folder risk.
- Mid-call sends close the loopPromise a brochure, send it before hangup. The lead gets it while they're still excited.
- Templates with dynamic fieldsUse Gmail templates and let Thoughtly substitute name, time, product, and any captured field.
- Read replies and trigger callsWhen a lead replies, Thoughtly can call back automatically — closing the inbound loop end-to-end.
Triggers and actions
Wire Gmail into Thoughtly's autonomous flows. Triggers start a call from a Gmail event; actions let Thoughtly do work inside Gmail without leaving the call.
TriggersEvents that start a call
- Inbound email matchInbound email matches a rule (subject contains, sender domain is). Thoughtly fires a follow-up call.
- Reply on a Thoughtly-sent threadLead replies to an email Thoughtly sent. The reply triggers a callback or routes to the right rep.
- Label appliedMove a thread to a 'Call back' label and Thoughtly takes the thread.
ActionsWhat Thoughtly does in Gmail
- Send templated email mid-callPull a Gmail draft template, swap in captured fields, send to the lead before hangup.
- Send call summary to a repAfter the call, email the assigned rep a structured summary with transcript link.
- Reply to an existing threadMaintain Gmail thread context — Thoughtly's reply lands in the existing thread, not a new one.
- Attach filesPull files from Drive and attach them based on what the lead asked about.
How to connect Gmail to Thoughtly
- 01
Connect Gmail via OAuth
Authenticate with the Google account that should send. Workspace and personal Gmail both supported.
- 02
Pick or build templates
Use existing Gmail drafts or create new templates with placeholders for dynamic fields.
- 03
Configure send rules
Set 'when' and 'what' rules: which calls should trigger which template, with which attachments.
- 04
Test and go live
Run a test call. Confirm the email lands in the test inbox correctly. Then enable production traffic.
Popular Gmail workflows
Real workflows teams ship in their first week with Thoughtly + Gmail.
Mid-call confirmation
Lead books a demo. Thoughtly sends a Gmail confirmation with the calendar invite and a one-pager attached. Lead has it before hangup.
Quote follow-up
Lead asks for pricing. Thoughtly captures the use case, pulls the right pricing template, customizes it, sends it. The quote is in their inbox in seconds.
Reply-triggered callback
Cold email goes out. Lead replies. Thoughtly reads the reply, dials the lead within minutes to qualify.
Internal handoff
Hot lead from the call gets a full Gmail summary to the rep, with action items and timestamps. Rep walks in to a fully briefed conversation.
Gmail + Thoughtly FAQ
- Yes — the integration supports both Workspace (paid Google Workspace accounts) and free Gmail. Workspace is recommended for production sends because of the higher daily quotas and better deliverability.
