Gmail Account Connection

Owned by Emily Broom
Last updated: Aug 21, 2023 by Angus Mundin (Unlicensed)
4 min read

Important

Currently this integration does not support the Inbound Email or Diary Sync functionality.

 

 

Introduction

This article covers setting up your user profile on the finova CRM so that you can send emails out of your system.

Note

The screenshots displayed in this article have been taken from our test environment and may appear a little different to your system. However the steps will remain the same.

1. Before Starting - Contact Support Team to Enable Gmail

To display ‘Gmail’ as a email ‘Provider’ and register the email addresses you would like to use, you need to send an email to our Support Team - broker.support@finova.tech so they can enable this for you.

I can’t see ‘Gmail’ under 'Provider' ?

If you cannot see ‘Gmail’ on the ‘Provider’ dropdown, please contact our support team on broker.support@finova.tech with the message:

My name is [Your Name] from [Company], our site URL is [yoursitename.ekeeperonline.co.uk], please can you enable the ‘Gmail’ email provider for our site, and please enable this email address[es] for use with Gmail:

  • [The Gmail email address[es] you wish to connect]

  • [If you colleagues also wish to connect their Gmail email addresses too, also list them here]

 

Your site’s URL is found in the address bar of your internet browser, it will usually contain your company name followed by .ekeeperonline.co.uk

Click to Expand Video

 

Adding your Gmail Email settings to your user profile

 

Entering Your Details Into The finova CRM

Once you have these details you can begin filling them into your user profile in your CRM.

2. Head to System settings from the home page

 

3. Look for the 'Manage your users' Section in the top right, and click 'Users'

4. Against the user you wish to change click 'edit'

 

5. Once your user profile opens, scroll down until you see the following section:

 

 

6. Change the ‘Outbound Email Settings’ to Gmail Account, if you cannot see the Gmail option under provider, our Support team can enable it for you, as explained in Step 1.

and then change the highlighted dropdown to ‘Off’:

 

 

7. Click Connect Google Account

 

8. Choose the Gmail account you wish to use

 

9. Click ‘Continue’

 

10. Ensure the tick box for the highlighted permission is ticked and click ‘Continue’

 

If you run into the pictured error message, please contact us at broker.support@finova.tech and let us know the email address you were trying to connect.