This guide walks you through connecting your Gmail account to the CRM, so you can use Gmail as an SMTP provider. Once set up, you'll be able to manage your email correspondence directly from within the CRM.
Getting Started
Before connecting Gmail, you'll need to generate an App Password from your Google account. Follow the steps below to do this.
Enabling 2-Step Verification
Navigate to your Google account page, click on the 9-dot menu, and select the Account tab.
From there, go to the Security tab. Under the Sign in to Google section, make sure 2-Step Verification is enabled. This is required before you can connect Gmail to external applications.
If 2-step verification isn't enabled yet, you'll see the option to turn it on. Follow the prompts to complete the process.
Generate the App Password
Return to the Security section of your Google account and scroll down to App Passwords. Click on the tab, then give the connection a name so you can identify it easily.
Once you've named it, click Create. A unique password will be generated to link your Gmail account to the CRM.
Copy the App Password
Copy the generated password and click Done.
Save this password somewhere safe, as you'll need it when logging in.
Connecting Gmail to the Platform
With your app-specific password ready, go to the Email Services section in your CRM settings and click the option to add a service.
Select Gmail from the SMTP Provider dropdown, then enter your email address and the app-specific password into the relevant fields.
Click Save to finish.
Your Gmail account is now connected, and you can send and receive messages from within the CRM.