Gmail Add-on
RepDesk Gmail add-on
Install and use the sidebar add-on with Google Workspace.
The RepDesk Gmail add-on shows CRM context—contacts, accounts, and actions your org configured—inside Gmail so reps do not have to copy-paste between tabs for every reply.
Important: Your Google Workspace admin usually installs or allows the add-on for the domain. End users still need their own Google connection in RepDesk (see below).
(Screenshot — add later: Gmail thread with RepDesk sidebar visible.)
Prerequisites (check both)#
Google Workspace — You must complete Set up Google Workspace integration under My Settings for the same Google account you use in Gmail.
Add-on installed — Your admin deploys the add-on from the Google Workspace Marketplace (or your org’s internal process). If you do not see RepDesk under Installed add-ons in Gmail, ask IT first.
What you can do in the sidebar#
Exact actions depend on your build and permissions; typically you can:
Look up the sender or related account / contact
Open records in RepDesk (links may open in a new tab)
Run simple actions your admin enabled (for example log activity or create task—wording varies)
If a section is empty, the address may not match any CRM record yet—create or link the contact in RepDesk, then refresh the add-on.
For admins and deployment#
Technical steps—manifest URLs, OAuth scopes, Google Cloud project, and review checklist—live in the repo doc docs/GMAIL_ADDON_DEPLOYMENT.md (for engineers deploying or updating the add-on). That file is the source of truth for rollout; this help article is for end users.
Troubleshooting#
Issue | What to try |
|---|---|
Add-on missing in Gmail | Confirm Workspace admin installed it for your OU. |
“Not connected” / empty | Finish Google Workspace in My Settings, then reload Gmail. |
OAuth / blocked app | IT must allow the RepDesk client in Google Admin (same as other Google integrations). |
Still stuck? Email support@repdesk.io with your domain, screenshot, and any error text from Gmail or the add-on panel.