Learn how to connect Smokeball Boost to Gmail, allowing you to send emails to Smokeball clients from your Gmail account.
The Gmail integration is only available for firms on the Smokeball Boost plan. At this stage, there are no plans to integrate Gmail with Smokeball Grow/Prosper+.
Connecting Smokeball to Gmail
To get started:
- Install the Smokeball for Gmail add-on from the Google Workspace Marketplace.
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Follow the prompts to install the add-on to your Google account.
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Tick Select all when prompted to choose what Google can access, then select Continue.
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Once you have successfully installed Smokeball for Gmail, open your Gmail inbox. Click on the Smokeball icon on the right-hand panel to access the add-on.
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Select Allow next to Authenticate with Smokeball to begin syncing your Smokeball matters with Gmail.
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A new window will pop up for you to enter your Smokeball login details and 2FA code, Close the pop-up window once you have successfully logged in.
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Select Turn on Advanced Features to enable Smokeball for Gmail to automatically save future replies and correspondence in emails to the assigned matter.Â
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Navigate to the Gmail add-on tab and follow the prompts to activate automatic saving. You will be prompted to log in to Google again.
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Click on Select all and check the boxes, then click Continue.
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Once the authorisation has been successful, close the browser tab. Setup is now complete!
Saving Gmail emails to a matter
Once you have connected Smokeball for Gmail, you can start saving emails to the matter:
- Select any existing email in your inbox.
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Click on Select Matter on the right-hand panel to choose the matter you wish to assign the email to.
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Use the search bar to find the matter, or pick from the list of recent matters.
- Click on Select Matter.Â
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A checkbox will appear next to the emails in this Gmail thread. Tick the emails that you would like to save to the matter, or choose Assign All Emails to select all.
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Select Save at the bottom of the panel. This saves your email selection in this Gmail thread.
Change a matter assigned to a Gmail thread
To change the matter linked to a Gmail thread, untick all the emails in the right-hand panel. The option to Change Matter will then appear under the matter name.
To unassign a matter from a Gmail thread completely, uncheck all emails then select Save.
Disconnecting from Smokeball for Gmail
To disconnect Smokeball from Gmail, click on Logout located at the bottom of the panel.