Understand mail and calendar pilot connections
Know the access and release limits before connecting an approved account.
Follow the steps
Confirm eligibility
Google and Microsoft read-only connections are limited to approved pilot users and workspaces. Their presence in Settings is not a general plan promise.
Review consent
The individual account owner should inspect the provider’s actual permissions before choosing whether to connect.
Sync and inspect
After approval, run Sync now and review matched activity on a contact Journey. Unmatched or missing activity should not be inferred.
Disconnect if needed
Use the integration controls to disconnect and review what imported activity remains or is removed under the pilot policy.
Check the result
The integration status and the contact Journey accurately reflect the pilot test.
Do not connect a real customer account to a pilot without a separate authorization and privacy review.