Capsule crm gmail account
You're looking to integrate Capsule CRM with a Gmail account!
Capsule CRM is a popular customer relationship management (CRM) tool that helps you manage your contacts, leads, and sales pipeline. Integrating it with your Gmail account can streamline your workflow and provide a more seamless experience.
Here's a step-by-step guide to help you set up the integration:
Prerequisites:
- You have a Capsule CRM account.
- You have a Gmail account.
- You have the necessary permissions to manage integrations in both accounts.
Step 1: Connect your Gmail account to Capsule CRM
- Log in to your Capsule CRM account.
- Click on the "Settings" icon (represented by a gear) in the top right corner.
- Select "Integrations" from the dropdown menu.
- Click on "Gmail" from the list of available integrations.
- Click on the "Connect" button.
- You will be redirected to the Google account authorization page. Enter your Gmail credentials to authorize the connection.
- Grant the necessary permissions to Capsule CRM to access your Gmail account.
Step 2: Configure the integration
- Once connected, you'll be taken back to the Capsule CRM integrations page.
- Click on the "Configure" button next to the Gmail integration.
- Choose the type of integration you want to set up:
- "Send emails from Capsule CRM" allows you to send emails from Capsule CRM using your Gmail account.
- "Track emails in Capsule CRM" allows you to track emails sent from your Gmail account and log them in Capsule CRM.
- Configure the integration settings according to your preferences.
Step 3: Test the integration
- Send an email from Capsule CRM using the "Send emails from Capsule CRM" integration.
- Verify that the email is sent from your Gmail account and is logged in Capsule CRM.
- Test the "Track emails in Capsule CRM" integration by sending an email from your Gmail account and verifying that it is tracked in Capsule CRM.
That's it! You should now have a seamless integration between Capsule CRM and your Gmail account.