Purpose: This article offers a clear, step-by-step guide for integrating your Gmail account with Agent CRM, enabling more efficient communication directly within the platform. The guide covers two main areas: syncing a personal Gmail inbox and configuring G-Suite admin settings for organizational accounts. Once integrated, emails sent to or from contacts in Agent CRM will automatically appear on the Timeline, giving you a complete view of communications history for streamlined tracking and engagement
TABLE OF CONTENTS |
Sync Your Gmail Inbox in Agent CRM
Agnet CRM allows seamlessly integrate your own email account. Complete the steps below to sync your Gmail Inbox:
1. Select your initials or photo, in the top right-hand corner of the top menu bar
2. Select My Profile
3. In the Email Integrations section, select Add Integrated Email
| 4. Choose Gmail as Provider 5. Click Sign-in with Google  | 6. Click on your Email
|
7. Click Allow  |
8. Once connected, the email address will show in the Integrated Inboxes section
Attention: If you are attempting to connect an Administrator account such as Google Workplace please proceed to the steps below. G-Suite Admin Setup (Optional)
If you require administrator access to your G-Suite admin panel, and you do not have such authorization, please have your administrator perform the following tasks - G-Suite Admin Setup. In a separate tab, visit https://admin.google.com/ and sign in to your administrator account.
1. Once you are in your admin panel, you should click on the top-left menu selector, then go to Security
2. Open the Settings section
3. Go to API Permissions
4. Select Trusted Apps | 5. From the Trusted Apps dashboard, click on the yellow + icon, at the bottom right, to add Kizen as a trusted app  |
6. Select Web Application from the drop-down menu | 7. Click Add Kizen's Google Client ID |
Attention: Add Kizen's Google Client ID exactly as shown:
239019214601-7n1aau6sl843et4esno852sgpgtbrt71.apps.googleusercontent.com
Conclusion: Following the steps in this guide, you should now have successfully connected your Gmail account with Agent CRM. If G-Suite admin settings were configured, Kizen Technologies will be listed as a trusted app, ensuring secure and seamless integration with your Gmail inbox
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