Connecting Google Email Services

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

Go to Security Section of your Google Account

Select 2-step verification

Select Get started

Enter your gmail password and click on "Next" to proceed ahead

Click on "Continue"

Add a Backup

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 next option.

Enabling "Two Step Verification"

Click on "Turn On" option to enable the two step verification. This is required to use the gmail email on the external apps.

Setting up App Password

Now go back to security section of your google account and scroll down all the way to 2-step verification. Below that, you will find new tab as "App Passwords". Click on the tab to setup the app password.

Selecting app

From the dropdown menu, select "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 "save" option.

Gmail account is setup

This is how your screen will look like once you have successfully connected your gmail email account with your CRM.