📧 Email Integration Guide

Configure Gmail Forwarding
to SUMMYZE

Step-by-step instructions for setting up automatic email forwarding so all incoming emails are redirected to your SUMMYZE Dashboard.

⚡ Before You Begin

Log in to your SUMMYZE Admin Panel and copy your Mailhook (forwarding email address). You'll need this address in the steps below.

Admin Panel → Settings Admin Panel - Copy Mailhook address
1
Open Gmail Settings
  • Log in to your Gmail account
  • Click the ⚙️ gear icon in the top right corner
  • Click "See all settings"
Step 1 — Gear Icon Click gear icon in Gmail
Step 1 — Quick Settings Panel Click See all settings
2
Add a Forwarding Address
  • Navigate to the "Forwarding and POP/IMAP" tab
Step 2 — Forwarding Tab Forwarding and POP/IMAP tab
  • Click "Add a forwarding address"
Step 2 — Add Forwarding Address Add a forwarding address button
  • Enter the SUMMYZE Mailhook address you copied from the Admin Panel
  • Click Next → Proceed → OK

Gmail will now send a confirmation email to the forwarding address.

Step 2 — Confirm Dialog Confirm forwarding address dialog
3
Confirm the Forwarding Address
⏱️

Please note, the system adds incoming emails every 15 minutes — you may need to wait up to 15 mins before the confirmation email appears in the Email Tickets dashboard.

  • Log in to SUMMYZE
  • Open the confirmation email from Gmail under the Email Tickets tab
Step 3 — Email Tickets Tab Open confirmation email in SUMMYZE Email Tickets
  • Copy the confirmation link and paste it into your browser
Step 3 — Confirmation Link Copy confirmation link from email

⚠️ Until this is confirmed, forwarding will not activate.

Step 3 — Confirm in Browser Confirm forwarding in browser
4
Enable Forwarding
  • Return to Gmail → Settings → Forwarding and POP/IMAP
  • Select: "Forward a copy of incoming mail to SUMMYZE mailhook"
  • Choose what Gmail should do with the original message:
  • Keep Gmail's copy in Inbox (default)
  • Mark as read
  • Archive Gmail's copy
  • Delete Gmail's copy
  • Scroll down and click Save Changes
Step 4 — Enable & Save Enable forwarding and save changes

✅ All Done!

All new incoming emails will now automatically be forwarded to your SUMMYZE Dashboard.

⚠️ Important notes:

  • Forwarding applies only to new emails, not existing messages
  • You can forward to one address only using this method

Use Gmail Filters if you want to forward only specific emails based on criteria like sender, subject, or keywords.

📌 Prerequisite: You must still complete Step 2 from Option 1 (add & confirm the forwarding address) before this will work.
1
Go to Settings → See all settings → Filters and Blocked Addresses
2
Click "Create a new filter"
3
Define your criteria (e.g. from address, subject keyword) — or leave blank to match everything
4
Click "Create filter"
5
Check "Forward it to" and select your SUMMYZE Mailhook address
6
Click "Create filter" to save

✅ Filter Created

Only emails matching your defined criteria will be forwarded to SUMMYZE.