Campaign workflows can include Send email steps — a follow-up that goes out at exactly the right moment in the sequence, like right after a first watch. With Gmail connected, those emails send from your actual mailbox: your address, your sent folder, replies landing back in your inbox. To the recipient it is simply an email from you, which is the whole point — deliverability and reply rates follow the real mailbox, not a platform sender.
Boxli asks Google for exactly two permissions: send email on your behalf, and your email address to label the connection. It cannot read, search, or delete anything in your mailbox — the permission it requests does not allow that.
Connect Gmail
Open Settings → Integrations
Find the Gmail card near the top. Only owners and admins can connect.
Click Connect
Google opens its consent screen. Pick the mailbox your follow-ups should come from and approve the two permissions.
Check the card
Back in Boxli the card shows Connected and the address it will send as. Every Send email step in every workflow now uses that mailbox.
Until Google finishes verifying Boxli
Google reviews every app that asks for the send-email permission. Boxli’s review is in progress, and until it completes Google treats the app as “in testing”. That has two practical effects.
- Your Google account has to be on Boxli’s tester list before you connect. If Google shows “Access blocked” or Boxli says Google did not grant access, send the Google address you want to connect to support@sendaboxli.com and we will add it the same day — then click Connect again.
- Google expires tester connections after seven days. When that happens the Gmail card shows Access revoked with the date; click Reconnect and you are back in one consent screen. Until you do, Send email steps take the fallback path below.
What happens when Gmail cannot send
A Send email step never wedges the rest of a recipient’s workflow. If Gmail is not connected, Google has revoked access, or Google refuses the send, the step takes one of two paths, chosen by the “Send from Boxli when Gmail is unavailable” checkbox on the Gmail card.
- Checkbox on: the email goes out from Boxli’s own sender, shown to the recipient as “Your name via Boxli”, with Reply-To set to the rep who owns the send (or an owner/admin if no rep is assigned). Replies still land in a human inbox; the card shows when the fallback was last used.
- Checkbox off (the default): the email is handed to the rep as a task in the notification feed, with the subject, the recipient, and the exact reason. The send page’s workflow card shows the same reason on that step, and the Gmail card in Settings shows it until Gmail is reconnected or the next email sends successfully.
Note
Temporary Gmail errors (a rate limit, a Google outage) are retried automatically with backoff before either path is taken, so a blip does not turn into a task.
To disconnect, use the same card. Disconnecting deletes the stored credential immediately; you can also revoke Boxli from your Google Account permissions page.
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In the app
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