Integrating Google Email with CRM Systems

This guide walks you through how to seamlessly integrate your Gmail account with a CRM platform, enabling direct inbox management from within the CRM system.

Step 1: Preparing to Link Gmail

To begin the integration, you will need to create an "App Password" from your Google account. Access the Gmail account you'd like to connect to your CRM, then follow the outlined steps below:

1. Click on the icon that displays a grid of nine dots (Google Apps menu).

2. Navigate to the "Account" section.

Step 2: Security Configuration

Once in your Google Account settings, head over to the "Security" section. Scroll down to the "Signing in to Google" part and activate two-step verification by clicking "Get Started."

Step 3: Verifying Your Account

You will be prompted to re-enter your Gmail password to proceed. After entering it, you’ll be directed to configure a second step for login security. Choose a device for the second authentication step and click "Continue."

Step 4: Add a Backup Phone Number

Provide a backup phone number for added security. Google will send a code to this number, which you will need to enter to verify your identity.

Step 5: Enable Two-Step Verification

After verifying your phone, enable two-step verification by clicking "Turn On." This additional layer of security is essential for Gmail to work with external applications.

Step 6: Creating an App Password

Now, return to the security section in your Google Account settings. Scroll down past the two-step verification section, and you'll find the option to generate an "App Password." Click on this option.

Step 7: Assigning App Name

From the dropdown menu, select the "Other" option and assign a unique name to identify the connection between your CRM and Gmail for easy management.

Step 8: Generating and Saving App Password

Once you've named your connection, click "Generate." A unique password will be created, which you should copy and save securely for future use.

Step 9: Final Steps in CRM

Now, head back to your CRM’s email configuration section and paste the app password you just copied. Click "Save" to finalize the integration.

Completion: Gmail Successfully Linked to CRM

You will now see a confirmation screen indicating that your Gmail account has been successfully connected to your CRM.

With this process completed, you are now ready to manage your Gmail directly from your CRM system!