Gmail Integration

Gmail is a web-based email service developed by Google, providing users with a secure and efficient platform for sending, receiving, and storing emails.

Simbla CRM integrates seamlessly with Gmail, allowing you to send and receive emails directly within the CRM system. Here are some ways you can interact with emails within the CRM:

1. Use the Channels module, where you can set up mailboxes as channels. In essence, this feature enables you to manage your mailbox as you would in Outlook or Gmail.
2. Send emails directly from different modules in the system. For instance, you can send an email to a customer right from the account module.
3. Create workflows that include email as a step.

To set up Gmail integration, you need to follow the next steps:
1. Check that IMAP is turned on in your Google account.
  • On your computer, open Gmail.
  • In the top right, click Settings > See all  settings.
  • Click the Forwarding and POP/IMAP tab.
  • In the "IMAP Access" section, select Enable IMAP.
  • Click Save Changes.
2. Create a Google app password.
  • Go to your Google Account.
  • Select Security.
  • Under "Signing in to Google," select 2-Step Verification.
  • At the bottom of the page, select App passwords.
  • Enter a name that helps you remember where you’ll use the app password.
  • Select Generate.
  • To enter the app password, follow the instructions on your screen.
  • Select Done.
     Read here for more details about creating app password.

3. Setup your Mailbox within Simbla:
  • Go to the Channels module.
  • In the Left Down corner ClickAdd new Channel.
  • Enter your IMAP settings:
  • User  Your Gmail User 
    App password
    SMTP - Sender Name
    Your Name
    SMTP – Sender Email
    Your Email address
    SMTP – Server
    SMTP - Port
    SMTP - SSL
    Check the Use SSL checkbox
    IMAP – Server
    IMAP - Port
    IMAP - SSL
    Check the Use SSL checkbox

Check your settings and Save.

For more on Gmail's IMAP settings, please refer to this guide.