Connect Google or Microsoft to Rechat
Connect your Google or Microsoft account to bring your contacts, email activity, and calendar events into Rechat.
Connecting your account helps turn Rechat into a more complete CRM. Your contacts can be imported automatically, emails sent from Rechat can come from your own email address, and calendar events can stay synchronized across both platforms.
Connect your account
Connecting an account only takes a few minutes.
Select People from the main navigation.
Select + New Contact in the upper-right corner.
Locate Google or Microsoft.
Select Connect beside the account you want to connect.
Sign in using your Google or Microsoft credentials.
Review and approve the requested permissions.
You may connect both Google and Microsoft if you use both accounts.
Once you sign in, Rechat begins importing eligible information in the background. Depending on the number of contacts and activities in your account, the initial import may take some time. You can continue using Rechat while it processes.
What happens after you connect?
Connecting Google or Microsoft can bring several parts of your daily workflow into Rechat:
Saved contacts and their available details
Contact labels, categories, or folder names as Rechat tags
Email communication history
Calendar events and appointments
People you have communicated with but have not saved as contacts
This gives you richer contact profiles and more complete relationship timelines without requiring you to recreate your database manually.
How contact syncing works
Contact syncing flows from your connected Google or Microsoft account into Rechat.
Edits and deletions made in the connected account are carried over to Rechat. However, changes made to a contact in Rechat may not update the original contact in Google or Microsoft.
Contact ownership and source
Newly imported contacts:
Belong to the Rechat user who connected the account
Are assigned to the team that user belonged to when the connection was established
Receive the source Google or Microsoft, depending on the connected account
Google Contacts
Information imported from Google
Rechat can import the following information from a saved Google Contact:
First, middle, and last name
Nickname
All email addresses
All phone numbers
Street address, city, state, ZIP code, and country
Birthday
Company
Job title
Website
Notes
Contact photo
Google labels
Google labels become tags in Rechat. Starring a contact in Google also adds the tag starred to the contact in Rechat.
Google contact updates and deletions
Edits made to a contact in Google carry over to Rechat. Deleting the contact from Google also deletes the corresponding contact from Rechat.
If you delete a Google-synced contact only in Rechat, the contact may return if it is later updated in Google.
Google contact limitations
The following information is not currently imported:
Birthdays saved in Google without a birth year
A second address line, such as an apartment, unit, or suite number
Microsoft Contacts
Information imported from Microsoft
Rechat can import the following information from an Outlook contact:
Title, such as Mr. or Dr.
First, middle, and last name
Nickname
Spouse’s name
All email addresses
Mobile, home, and business phone numbers
Home, business, and other addresses
Birthday
Company
Job title
Business website
Notes
Contact photo
Outlook categories
Outlook categories become tags in Rechat.
Outlook folders and subfolders
Rechat imports contacts from the main Outlook Contacts folder and its subfolders.
When a contact is stored in an Outlook subfolder, Rechat adds a tag using the folder’s name. This helps preserve the contact organization you already created in Outlook.
Microsoft contact updates and deletions
Edits made to contacts in Outlook carry over to Rechat. Deleting a contact in Outlook also deletes the corresponding contact from Rechat.
Parked Contacts
Google and Microsoft may contain information about people you have communicated with but never formally saved as contacts.
Rechat brings these people in as Parked Contacts, allowing you to review them before adding them to your main database.
Google Parked Contacts
People in Google’s Other contacts list may be imported as Parked Contacts with the information Google has available, such as:
Name
Email address
Phone number
Microsoft Parked Contacts
Rechat checks the recipients of emails sent through your connected Microsoft account. If a recipient is not already a saved contact, Rechat may add the person as a Parked Contact with only their email address.
How email works
When your email account is connected:
Emails sent through Rechat are sent from your connected Google or Microsoft email address.
Sent messages appear in the Sent folder of your connected email account.
Rechat can display email communication on the contact’s timeline.
Marketing emails sent through Rechat can provide engagement insights, including opens and link clicks when available.
This allows you to communicate through Rechat while maintaining a record of those conversations in your regular email account.
How calendar syncing works
Calendar events sync between Rechat and your connected Google or Microsoft calendar.
This means:
Events created in Rechat can appear on your connected calendar.
Events created or updated on your connected calendar can appear in Rechat.
Calendar activity involving a contact can appear on that contact’s timeline.
Calendar syncing helps you manage appointments without maintaining separate calendars in multiple systems.
Why connecting your account matters
Connecting Google or Microsoft gives Rechat more context about your professional relationships.
Once connected, Rechat can help you:
Build more complete contact profiles
View email and calendar activity on contact timelines
Track recent interactions
Identify contacts you may be falling out of touch with
Send emails from your own connected account
Reduce manual contact entry
Keep important contact information organized with tags
For most users, connecting an account is one of the most valuable steps in setting up Rechat as a CRM.
Is it safe to connect my account?
Yes. Your data remains yours.
Rechat does not share your personal contact data with other users, including your broker, without your permission, and Rechat does not use your account to spam your contacts.
For additional email privacy, Rechat does not permanently save the body of your emails on its servers. Email content is retrieved in real time when you need to view it.
Rechat also undergoes extensive security reviews required to maintain its Google and Microsoft integrations.
Frequently asked questions
Will editing a contact in Rechat update Google or Microsoft?
Not necessarily. Contact syncing primarily flows from Google or Microsoft into Rechat. For lasting changes, update the contact in the connected account.
What happens when I edit a contact in Google or Microsoft?
The changes carry over to the corresponding contact in Rechat.
What happens when I delete a contact in Google or Microsoft?
The corresponding synced contact is also deleted from Rechat.
Why did a contact I deleted in Rechat come back?
If the original contact still exists in Google and is edited later, Google may send the contact to Rechat again. Delete or update the contact in Google to prevent it from returning.
Does Rechat prevent duplicate contacts?
Rechat does not automatically match every imported contact with records already in your database. If records share an email address, they may appear as possible duplicates that you can review and merge.
Why did someone appear as a Parked Contact?
Connected accounts can identify people you have communicated with but never formally saved as contacts. Rechat places these records in Parked Contacts so you can decide whether to add them to your main database.
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