In this article, we will cover the step-by-step process for setting up a Gmail account to be able to manage your email inbox from inside of your CRM.
Connecting Your Gmail
To connect your Gmail account with your CRM, you will first need to generate an "App Password" from your Google account. To do so, you would need to go to the Google account of the Gmail email you are trying to connect with your CRM. Once you are on the Google account, you can follow the steps provided below:
1. Click on the 9 dots menu
2. Click on the account tab
Security Settings
Once you click on the "Account" Go to the Security Section of your Google Account. Then navigate to the "Signing in to Google" section and turn on the 2-step verification then, click on the "Get started" button to move to the next step.
Sign in Google Account
Next, Enter your Gmail password and click on "Next" to proceed ahead.
Add a Second step to Sign in
Add a device as your second step to sign in and click on the "Continue" button. This device will get a notification to confirm your login to any new device and logins.
Add a Backup Phone Number
Add a phone number as a backup option and click on send option for Google to send the verification code to the backup phone number.
Verifying the Login
Enter the code you have received through text message. Once done, click on the next option.
Enabling "Two-Step Verification"
Click on the "Turn On" option to enable the two-step verification. This is required to use Gmail on external apps.
Setting up App Password
Now go back to the security section of your Google account and scroll down all the way to 2-step verification. Below that, you will find a new tab as "App Passwords". Click on the tab to set up the app password.
Selecting app
From the dropdown menu, select the "other" option to be able to give a name to your CRM account for ease of your own understanding.
Naming the account for which you're generating the password
Once you have entered a name, click on generate option for the system to generate a unique password to establish a connection between Gmail and your CRM.
Copying the app password
Copy the unique password and click on done. Remember to save this password as you might need it in the future.
Paste the password
Now go back to the email service section of your CRM and Paste the password you just copied from the Google account. Once done, click on the "save" option.
Gmail account is setup
This is how your screen will look once you have successfully connected your Gmail account with your CRM.
