Send from a familiar address
Use a connected Gmail address for manual and automated customer correspondence.
Gmail
Familiar email, connected to your surveying workflow.
Email communications
Use Gmail while keeping customer conversations connected
Gmail is Google’s email service, used by individuals and businesses to send, receive, organise and search email across desktop and mobile devices.
When a Gmail address is connected with Survey Booker, firms can use a familiar sending address while bringing customer correspondence into the wider job workflow.
Manual and automated emails can be sent through connected email accounts, while sent messages and replies remain available alongside the relevant customer and job history.
Explore Survey Booker communications →
What connecting Gmail supports
Bring everyday email into a more organised, visible and dependable communications process.
Retain customer replies
Keep incoming replies accessible within the relevant communication history.
Clearer job context
Review what was sent, received and agreed without searching separate inboxes.
Automated updates
Use Survey Booker templates and workflow triggers for timely, consistent messages.
Team visibility
Help authorised colleagues understand the customer conversation when work is shared.
Communication record
Maintain a more dependable history to support service, handovers and compliance.
Gmail × Survey Booker
From customer update to connected job history
Survey Booker brings the communication into the same structured process used to manage the wider instruction.
1
Connect the account
Link the appropriate Gmail address using the supported setup process.
2
Prepare the message
Use a template, automated workflow or personally written email.
3
Send and receive
Correspond through the connected address while customers use normal email.
4
Keep the history
Retain messages and replies with the relevant record for future reference.
Consistent without losing the personal touch
Automate the routine. Personalise what matters.
Survey Booker can help firms issue useful updates at key stages of a job, while team members can still write personal messages when a conversation needs care, explanation or professional judgement.
✓Reusable branded email templates
✓Workflow-triggered customer updates
✓Manual messages for individual conversations
✓Replies retained with the customer history
A clearer handover for the whole team
When correspondence is connected to the job, colleagues can respond with context and customers are less likely to repeat information when their usual contact is unavailable.
When correspondence is connected to the job, colleagues can respond with context and customers are less likely to repeat information when their usual contact is unavailable.
Bring your email into one connected workflow
See how Gmail and Survey Booker can help your practice keep customer correspondence organised, visible and linked to the job.
