What Gmail and Outlook permissions Laureo uses, what we read, and how the contact review step works.
Step 2 of the onboarding wizard offers Connect Gmail or Connect Outlook as a quicker alternative to a CSV upload. Both providers work the same way. Once connected, Laureo looks at your recent email to find the people you email back and forth with, sorts each suggestion by quality (active conversation, one-off, or marketing), and holds them in a review list so you decide what lands in your CRM.
Contact suggestions use the access you already granted when you signed in. Laureo does not ask for any new permissions to find your contacts. If a connection ever needs attention, the step shows a clear Reconnect or Try again action so you are never stuck.
Google (Gmail). We request four Google permissions during signup: read and modify Gmail messages, manage your calendar, per-file Drive access, and read-only access to Meet recordings and transcripts. The Gmail permission is what lets you read and send mail from inside Laureo. To suggest contacts, onboarding only reads your recent email headers to see who you email back and forth with, never the bodies of your messages.
Microsoft (Outlook). We request read and write access to Mail, Calendar, Contacts, and Tasks under your Microsoft 365 account, plus per-file OneDrive access. To suggest contacts, onboarding reads your recent email headers to see who you correspond with. Message bodies are not read until you start using the email inbox feature.
Suggested contacts go to a review list, kept separate from your live people records. Nothing reaches your live CRM until you review and approve the list. The review list groups suggestions by quality and pre-selects the ones most likely to be real people you know, so you can accept the good ones in one click and skip the noise.
Each row carries a quality signal so you can triage quickly:
Approve a row to add it to your live people records. Reject it to leave it in the review list without importing it.
Contacts in the review list that you neither approve nor reject are removed automatically 24 hours after they were added. If you come back later and want to redo the import, just run the inbox scan again, and the review list is rebuilt from your most recent email.
Disconnect at any time from Settings → Integrations. Disconnecting stops all background syncs (Gmail push, Outlook delta, contact sync), revokes the stored tokens, and unsubscribes any push watches. You can also revoke directly from your Google account permissions or your Microsoft work-account portal.
If you authorize Gmail during signup but never complete account setup (closed the tab, payment failed, left mid-onboarding), the access you gave Google is still on file but not tied to any workspace. Laureo cleans these up automatically on a two-stage lifecycle so nothing lingers indefinitely:
No further action is required on your part. If you do come back to finish signup within 7 days, the existing authorization is automatically attached to your new workspace and the cleanup is skipped.