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Overview

The Google integration connects Orbis to three Google services at once:

Gmail

Your email threads are synced to Orbis and linked to contacts. View conversation history, compose emails, and let AI extract insights from your inbox.

Google Calendar

Calendar events are pulled into Orbis and associated with attendee contacts. Track meetings as interactions and create new events without leaving Orbis.

Google Contacts

Your Google Contacts are imported and matched against existing Orbis contacts to keep profile data up to date.
You can connect up to 5 Google accounts per Orbis workspace.

Connecting your Google account

1

Open Connected Accounts

In Orbis, go to Settings → Connected Accounts.
2

Start the connection

Click Add Account. Orbis redirects you to Google’s sign-in page.
3

Sign in and grant permissions

Sign in with the Google account you want to connect, then review and accept the requested permissions.
4

Return to Orbis

Google redirects you back to Orbis. Your account appears in the Connected Accounts list with a Primary badge if it’s your first account.
If you connect multiple accounts, you can designate any of them as your primary account using the Set Primary button. The primary account is used by default when composing new emails.

Permissions requested

When you authorize Orbis, Google asks you to grant the following permissions:
PermissionWhy Orbis needs it
View your email address and basic profileIdentifies your account and displays your name and avatar in Orbis
Read, compose, and manage your Gmail messagesSyncs email threads, enables composing and replying, and manages labels (archive, trash)
Read your contactsImports contacts from Google People and matches them to Orbis records
Read your other contacts (frequently contacted)Captures contacts that appear in Gmail but aren’t in your address book
View and manage calendar eventsSyncs calendar events and lets you create or edit events from Orbis
Orbis requests read and write access to Gmail so it can archive threads, move messages to trash, and update labels on your behalf. Orbis does not permanently delete emails — it only moves them to trash.

What data syncs

Emails ↔ contacts

After connecting, Orbis imports up to 6 months of your Gmail history and continues syncing new threads automatically. Each thread is linked to the contact whose email address matches the participants. You can view these threads directly on a contact’s profile.

Calendar events ↔ contacts

Google Calendar events are synced and linked to attendee contacts in Orbis. Meetings appear on contact profiles as interactions, and the Calendar view in Orbis shows all your events in one place.

Google Contacts

Orbis imports your Google Contacts and attempts to match each one to an existing Orbis contact by email. Matching contacts are enriched with any missing fields (name, company, job title, phone). New contacts are created for entries with no match.

Disconnecting Google

1

Open Connected Accounts

Go to Settings → Connected Accounts.
2

Open account options

Click the (more options) menu on the account you want to disconnect.
3

Choose an option

  • Disconnect — Stops syncing and revokes Orbis’s access. Your existing email threads and data are preserved; you can reconnect later to resume syncing.
  • Remove Account & All Data — Permanently deletes the account connection and all associated threads, drafts, and data. This cannot be undone.
Remove Account & All Data is irreversible. All email threads, drafts, and synced data for that account are permanently deleted from Orbis.
You cannot disconnect your only active Google account. To remove it, first add another account or delete your workspace data.

Troubleshooting

Re-authorizing your account

If your sync stops working or Orbis shows a Limited Access badge next to your account, your Google token may have expired or permissions may have been revoked.
1

Open Connected Accounts

Go to Settings → Connected Accounts.
2

Reconnect

Click Reconnect next to the affected account. You are taken through the Google authorization flow again.
3

Grant all permissions

Make sure to accept all requested permissions on the Google consent screen. Declining any permission results in Limited Access mode, where some features (such as Gmail sync) will not work.

Sync errors

If the Sync Status badge shows error on an account:
  1. Try re-authorizing the account (see above).
  2. Check that the Google account is still active and accessible.
  3. If the error persists after reconnecting, contact support.

Sync not showing new emails

Gmail sync runs automatically, but you can trigger an immediate sync from the Inbox page using the Sync button in the top toolbar. Allow a few seconds for new threads to appear.