Integrating Gmail for an Email Outreach

Integration Overview

With Copilot's Gmail integration, you can contact candidates directly from the application as opposed to opening your email platform.

Copilot uses the official OAuth APIs provided by Gmail to allow us to perform automated outreach on your behalf to prospective candidates for recruiting purposes. Key functionalities include:

• The user consents/connects the integration to let Copilot send emails, get replies, and create labels all from their Gmail to enable the application's automated outreach functionality.
• Copilot uses standard Gmail APIs to send emails and get relevant replies (if emails are sent to candidates via ScaleUp).
• Copilot users will have delegated access, giving them the ability to access emails for users who performed OAuth authentication. Revoking this access and removing this data can be easily done via the same access.

Note:

The use of an Alias address for authentication is not supported by Copilot. You must use a functioning Gmail mailbox only.

How to Set Up Gmail in Copilot

When you go to contact a candidate, you'll see the option to Message them directly in the platform.

1. Click Message.
2. From here, an email modal will open. If this is your first time connecting, click Add Email (Gmail) to begin connecting your Gmail account. Add your sender name and email address. 
3. Gmail will open. Click the email address you want to connect, then Continue. Accept the permissions being requested from ScaleUp by clicking Allow. More on permissions being requested below.

You can also set up the integration by heading to your profile mennu, then Account Management > Integrations > Email > Add Email. 

Choose Sign in with Gmail and complete the account connection the same way as described in the steps above.

Security FAQ

Q: With this integration, can ScaleUp read my company's emails?

A: The outreach functionality in ScaleUp takes labels/categories and email history as inputs to classify any relevant replies using email headers/metadata. Only relevant reply emails (replies to a user’s ScaleUp email) are read by Findem’s technology.

The matching of the relevant emails are done using Labels/Category, SMTP/Message Identifier, Thread Identifier and Sender/Receiver & Subject. ScaleUp does not use this email content in any manner (anonymized or otherwise) other than providing value to the end user to whom the email belongs. We do not store any email or email data that is not relevant to the automated outreach feature of ScaleUp.

Q: Why does ScaleUp require read and write access to my company's emails?

A: ScaleUp requires write access in order to allow our customers to send messages to prospective candidates using the customer’s email domain directly from the platform. ScaleUpv does not draft/write/send emails on our customer’s behalf. The campaign functionality within Findem can be used to send a single/series of pre-scheduled emails to a shortlist of candidates. This functionality in Findem is highly customizable with the use of campaign variables (which are unique values based on the candidate profile), outreach scheduling, sending emails on behalf of Hiring managers etc.

ScaleUp integrates with the user’s email client so that the user can reach out to prospective candidates from their own inbox.

ScaleUp does not read any emails from the user’s inbox except for the specific emails sent from campaign functionality using ScaleUp (detailed in the previous section). We track these emails to provide value to the customer like showing user responses within the ScaleUp platform, stopping the campaign for the candidates who responded, and showing metrics on campaigns such as what percentage of candidates have expressed interest.

Q: What APIs are being used in this integration?

A: This integration utilizes the Gmail API. For full detail on the Gmail API, check out this article from Google Dev Center.