CliniForm Gmail

CliniForm + Gmail

Available

Run practice email through Gmail

Connect Gmail from Client Messaging so outbound and inbound email stays linked to the right client — alongside SMS and website chat.

Get started Client Messaging help
  • Included with Client Messaging
  • Send and receive on the client record
  • Authorise Google securely
  • Disconnect at any time

What you can automate

Honest capability status — nothing implied as live unless it is.

Available

Authorise the mailbox

Connect Gmail for this practice and choose the mailbox staff should send from.

Available

Send from Client Messaging

Write and send email from the same inbox used for SMS and website chat.

Available

Keep replies on the record

Inbound replies land on the matching client thread when the address matches.

Available

Switch providers later

Disconnect and reconnect if the practice changes mailbox provider.

Workflow example

Example: Follow-up after a visit

  1. A practitioner opens the client in Client Messaging
  2. They send an email from the connected Gmail mailbox
  3. The client replies to the same address
  4. CliniForm attaches the reply to the client thread
  5. Reception sees the conversation next to SMS and chat

Supported events and actions

Capability, direction and honest status for technically minded buyers.

Capability Direction Status
Send email CliniForm → Gmail Supported
Receive replies Gmail → CliniForm Supported
Client-linked threads CliniForm Supported
Mailbox OAuth Google → CliniForm Supported

How to connect

A short path from zero to a saved Gmail connection.

1

Open Client Messaging

Go to Messaging channels → Email in the practice backoffice.

2

Connect Google

Choose Connect Google and authorise the mailbox CliniForm should use.

3

Send a test

Send a short email from a client thread to confirm delivery and replies.

Security & controls

Built to protect access and keep your practice in control.

Security

  • OAuth tokens are stored per practice — connecting Gmail for one practice does not share access with another.
  • Staff only use the mailbox the practice has authorised.
  • You can disconnect at any time and reconnect a different account.

FAQs

Where do I connect Gmail?

In the practice backoffice under Client Messaging → Email — not the general Integrations settings screen.

Does this replace my normal inbox?

No. CliniForm sends and receives through your authorised Gmail mailbox, and keeps those threads on the client record.

Can I use a personal address?

Yes if Google allows that mailbox for the practice. Many practices prefer a shared practice address.

Continue building your connected practice

Connect Gmail with the other tools your practice already uses.

Make

Build visual, multi-step workflows around CliniForm events.

View integration

Zapier

Connect CliniForm activity to thousands of business tools.

View integration

WordPress

Embed consultation forms directly into your practice website.

View integration

Google Drive

Keep completed consultation files organised in Google Drive.

View integration

OneDrive

Send practice files into your Microsoft 365 storage.

View integration

Dropbox

Store consultation exports in a shared Dropbox workspace.

View integration

CliniForm Pro Apps

Get more from CliniForm

Expand your practice platform with focused tools that work together from day one.

Booking

One-time purchase

Keep every appointment connected to your consultations, client records and reminders.

View Practice App

SMS

credits

Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.

View Practice App

AI Team

one-off

AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.

View Practice App

Ready to connect Gmail?

Create your CliniForm practice, open Client Messaging → Email, and authorise Gmail.

Get started View setup guide