|Mail Sync is a powerful tool that allows you to connect your inbox to SharpSpring. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of SharpSpring will be recorded. This way, you can keep track of you and your team’s emails with your leads.
This article will provide details and information on how to use G Suite to sync your Gmail mailbox with SharpSpring.
Setting G Suite Administrative Parameters
Before you begin, you should ensure that you have the correct login credentials for the Gmail account that will be synced. To set administrative parameters for syncing Gmail, do the following:
Important: SharpSpring has no control over how Google grants application permission. Google may change how permission is obtained at any time and without warning. These procedures are constantly changing. The following information may be outdated.
Configuring User Gmail POP and IMAP Settings
To sync with SharpSpring, Gmail POP and IMAP settings need to be configured. To configure these settings, do the following:
Configuring User Google Account Settings
Once administrative parameters have been set, user settings will need to be configured to properly connect with SharpSpring. To connect user Google settings, do the following:
- In a browser tab, log into the Gmail account to be synced.
- Click the user’s portrait.
- Click Google Account.
- Click Sign-In and Security.
- Enable Two-Step Verification, if it is not already enabled.
- Click App Passwords.
- Enter the password for the Gmail account.
- Create an app password for SharpSpring.
- Save the app password.
This saved app password will be used as the password when connecting the Gmail account to SharpSpring.
Connecting Gmail in SharpSpring
To sync Gmail with SharpSpring, do the following:
Important: SharpSpring Free CRM users are limited to 100 daily synced emails per user.
Preventing In-House Blacklisting
Occasionally, email sent between company employees will result in failed syncs. To prevent this, do the following: