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Working with a Delegated Gmail Account
In Google Workspace, you can delegate your Gmail inbox. This is typically used when an executive lets an assistant read and reply on their behalf, allowing both to work out of the same inbox from two different Google accounts.
Simple Mobile CRM supports this setup. Notes written on a delegated email show up correctly for both the delegator (the executive) and the delegate (the assistant), ensuring neither side loses context.
This page explains how to turn it on.
Who this is for
This setup requires two roles:
  • Delegator: The person whose Gmail inbox is being shared (the executive).
  • Delegate: The person granted access to read and respond on the delegator's behalf (the assistant).
Both sides must meet these requirements:
  1. Have Gmail delegation already set up on the Google side (see Google's "Set up mail delegation in Gmail" help page).
  2. Have an active paid Simple Mobile CRM subscription (basic plan or higher) on each account.
⚠️ If either side is on the free plan, the delegated path is disabled, and that account will be redirected to a "delegation requires a subscription" notice.
How it works at a glance
When the delegate opens a message in the delegator's inbox, our system matches notes to the delegator's workspace (not the delegate's own). The delegate effectively writes notes "inside" the delegator's space, and the delegator sees those notes as if they had written them themselves.
Two settings control this (one per side):
RoleSetting (CRM Website → Settings)What it does
Delegator"Allow team members of Gmail delegates to access my SGN notes directly"Lets the delegate write and read notes inside the delegator's CRM workspace.
Delegate "Support delegated Gmail account for CRM"Tells the system that this account works with delegated mail and routes notes to the delegator's workspace.
Both must be on for the integration to work.
Step-by-step setup
Step 1 — Delegator: Enable delegation in the CRM
  1. Sign in to the CRM Website as the delegator.
  2. Open Settings.
  3. Turn on "Allow team members of Gmail delegates to access my SGN notes directly."
  4. If prompted, follow the on-screen instructions to set up your SGN token for the CRM.
Step 2 — Delegate: Enable delegated-account support
  1. Sign in to the CRM Website as the delegate (using the assistant's own Google account, not the delegator's).
  2. Open Settings.
  3. Turn on "Support delegated Gmail account for CRM."
Step 3 — Verify
Open a delegated email in Gmail. Write a quick test note (via SGN, the mobile app, or the Gmail add-on). The exact same note should immediately appear under that email for both accounts.
Troubleshooting
Notes the assistant writes don't appear for the executive. Both toggles need to be turned on, and both accounts need an active paid subscription. Open Settings on each side and confirm.
The delegate is bounced to a "delegation requires a subscription" page. That account isn't on a paid plan. Either upgrade it, or move the delegation to an account that already has an active subscription.
I see duplicate notes (one in each workspace). Notes written before the toggles were enabled can end up parallel — one in the delegator's space, one in the delegate's. Turn the toggles on first, then contact support if you need older duplicates merged.
Quick answers
Do both accounts need their own paid plan? Yes. The integration is a subscriber-only feature on both sides.
Does Gmail delegation itself happen in Simple Mobile CRM? No. That is a Google Workspace feature. You set delegation up in Gmail; our settings just teach the CRM to recognize it.
Does this work with the SGN Chrome Extension? Yes. That is the original SGN-delegated-Gmail use case. It also works with the Mobile App and the Gmail Add-on, as long as the toggles above are enabled.