Connecting Google Workspace

Google Workspace gives you per-user email and calendar integration. Each loan officer connects their own Google account; we can send email from their address, read relevant Gmail conversation history for CRM context, and read their calendar so your AI assistant can book meetings without double-booking.

What scopes we ask for

When you click Connect, Google asks you to grant:

• Calendar (read + write): so your AI assistant can read your availability and book confirmed meetings.
• Gmail send: so we can send drip and follow-up email from your connected Gmail or Google Workspace address when you direct the CRM to send.
• Gmail read-only: so we can show and sync relevant customer email threads in the CRM communication history. We use this for borrower and lead follow-up context, not advertising, resale, or cross-customer analytics.
• Basic profile (email): so we can label the connection in your settings.

You can review every scope before you click Allow.

How to connect

1. Open the email integration step in the onboarding sidebar, or go to Settings -> Integrations.
2. Choose Google Workspace.
3. Click "Connect with Google". You leave LendAxiom briefly while Google asks you to log in and consent.
4. Approve the scopes. Google redirects you back to LendAxiom and the connection is live.

What we do with the tokens

Google gives us a refresh token, which we store encrypted. We use it to mint short-lived access tokens for individual API calls. LendAxiom uses the token only for the connected user's CRM workflows, and access is scoped to the user's organization. Admins can disconnect it from Settings -> Integrations at any time.

What happens when I disconnect

Disconnecting clears the refresh token and stops future Gmail or Calendar access. CRM copies of synced communication history remain with the related lead or workspace until deleted through the normal lead, privacy request, or workspace deletion process. Nothing is auto-deleted inside Google's own mailbox.