> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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.

> [!NOTE]
>
> **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

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://app.lancer-erp.com/app/settings/integrations). Under **Calendar and meetings** ("יומן ופגישות"), find **Google Workspace** and click **Connect** ("חיבור").

**2. Get your credentials**

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

**3. 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.

**4. Next**

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

**5. Finish**

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

## What you need

**Your Google account** `string`

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](https://docs.lancer-erp.com/integrations/smtp.md). A member who hasn't connected a mailbox sends client email through SMTP too.

## Vendor documentation

> [card] [Google Workspace documentation](https://developers.google.com/workspace)
>
> The official docs, at developers.google.com.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.