How to link g mail id with freshdesk
To link your Gmail account with Freshdesk, you'll need to follow these steps:
Prerequisites:
- You have a Freshdesk account with a valid email address.
- You have a Gmail account that you want to link with Freshdesk.
Step-by-Step Instructions:
- Log in to your Freshdesk account: Go to your Freshdesk dashboard and log in with your credentials.
- Click on the "Settings" icon: Click on the gear icon () in the top right corner of the Freshdesk dashboard.
- Select "Integrations": From the drop-down menu, select "Integrations".
- Search for "Gmail": In the search bar, type "Gmail" and select the "Gmail" integration from the results.
- Click on "Connect": Click on the "Connect" button next to the Gmail integration.
- Authorize Freshdesk to access your Gmail account: You will be redirected to the Google account authorization page. Click on "Allow" to grant Freshdesk permission to access your Gmail account.
- Enter your Gmail account credentials: You will be asked to enter your Gmail account credentials. Enter your email address and password, and click on "Allow" to authorize Freshdesk to access your account.
- Verify your account: Freshdesk will verify your account and link it to your Gmail account.
- Configure your Gmail settings: You can configure your Gmail settings in Freshdesk, such as setting up filters and labels.
Tips and Variations:
- You can link multiple Gmail accounts to Freshdesk, but each account requires its own separate authorization.
- If you have 2-factor authentication (2FA) enabled on your Gmail account, you may need to generate an App Password and use that instead of your regular password.
- Freshdesk supports both IMAP and POP3 protocols for connecting to Gmail. You can choose the protocol that works best for your setup.
- You can also use Freshdesk's built-in Gmail integration to create tickets from Gmail emails, or to send emails from Freshdesk tickets.
By following these steps, you should be able to link your Gmail account with Freshdesk and start using the integration to manage your customer support workflow.