Messaging & integrations

Set up email and other integrations

Connect only the services your plan and clinic require.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Rapivexa gmail settings screen from a sample clinic
Actual local CRM screen using a sample clinic. Click to enlarge. Provider connection is not implied.

Step by step

  1. Check whether your plan includes Gmail / SMTP, Google Sheets or the integration you need.
  2. Open the relevant integration settings as an authorized admin.
  3. Follow the selected provider connection instructions and supply credentials privately in the settings form.
  4. Use the available test or connection check before relying on the integration.
  5. Review failed deliveries or sync results and ask support for help with the exact non-secret error.

Keep in mind

Some connections need provider authorization or hosting configuration. Saving settings is not proof that email delivery or synchronization works. Never paste provider secrets into a support message.

Menu names and available actions can vary by specialty, role and plan.

Related guides

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