Google Workspace

Each team member connects their own Google account: meetings go to their Google Calendar with a Meet link, email threads with clients sync to the client card, and email written in Lancer is sent from their Gmail.

Category: Calendar and meetings (“יומן ופגישות”) and Email
Connection: personal, each member connects their own account

What it does in Lancer

Meetings with clients and leads are created in your Google Calendar with a Google Meet link.
Gmail threads with your clients sync to the client’s card.
Quotes, documents, payment links and portal invitations you send go out from your Gmail when Google is your email default.

Connect

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Calendar and meetings (“יומן ופגישות”), find Google Workspace and click Connect (“חיבור”).

Get your credentials

This is a personal connection (“חשבון אישי”): every member connects their own account, from the same page.

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.

Click Connect Google (“חיבור Google”) and approve the permissions. The card then shows which of calendar, Gmail and sending are connected.

Finish

If you connected both Google and Microsoft 365, choose your personal default on the card.

What you need

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Sign in with Google and approve the calendar (calendar.events), Gmail read (gmail.readonly) and Gmail send (gmail.send) permissions. In the app: “חיבור Google”.

Good to know

Team notifications always go out through the organization’s SMTP. A member who hasn’t connected a mailbox sends client email through SMTP too.

Vendor documentation