Enabling and Configuring Mail Sync for Gmail

Article Contents

• Regarding Gmail Connection Issues
• Enabling Gmail POP and IMAP Settings
• Determining Authentication Status
• Determining Two-Step Verification Status
• Security Settings
• Setting Up Two-Step Verification
• Syncing via Google Authentication
• Syncing Gmail and SharpSpring
• Disabling Mail Sync
• Validating Mail Sync Status

To sync with SharpSpring, Gmail accounts must have POP and IMAP enabled.

To enable these settings, do the following:

1. Open a new tab in your web browser.
2. Log into your Gmail account in that browser tab.
3. Click     Options > Settings.
4. Click the Forwarding and POP/IMAP tab.
5. In the POP Download section, click the Enable POP for all mail radio button.
6. In the IMAP Access section, click the Enable IMAP radio button.
7. Click Save Changes.

Once you have enabled POP and IMAP settings, you can begin the sync process in SharpSpring.

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click Mail Sync, located under My Account in the left panel.
3. Under Choose your provider, click Gmail.
4. Click Sign in with Google.
5. Accept the intermediary authorization requests. 
6. Click Close.

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Two-step verification in Gmail adds an extra layer of security to an email account. While it is not necessary to have two-step verification set up to sync email, SharpSpring does recommend that clients consider adding this extra layer of security for their email accounts.

Two-step verification provides an additional layer of security for your account, which helps to reduce risks associated with your account being compromised.

By utilizing two-step verification, you make it much more difficult for unwanted parties to access your account. This goes a long way in ensuring your account data is protected.

Once the verification is enabled, you will still be prompted to enter your password when signing in. However, after signing in, you will be prompted to provide a second security token, which is typically a string of alphanumeric characters, to enter your account. This token is delivered to your mobile device via SMS text, a voice call, or by using Google’s mobile app.

To determine two-step verification status, do the following:

1. Open a new tab in your web browser.
2. Log into your Google account in that browser tab.
3. Navigate to the security settings page while logged in to your Google account.
4. Scroll to the Password and Sign-In Method section.
5. Note the two-step verification status of On
   or Off.

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1. Open a new tab in your web browser.
2. Log into your Google account in that browser tab.
3. Navigate to the connected application settings page while logged in to your Google account.
4. Scroll to the Allow less secure apps section.
5. Set the toggle to On.

1. Navigate to the security settings page while logged into your Google account.
2. Under Password & sign-in method, click Two-Step Verification.
3. Click Start Setup.
4. Re-enter your account credentials.
5. Choose to receive the code on your mobile device either by Text Message or Voice Call.
6. Click Send code.
7. Enter into the box the verification code that your mobile device received.
8. Verify that you would like to trust the computer.
9. Click Next.
10. Click Confirm.

1. Open a new tab in your web browser.
2. Log into your SharpSpring instance in that browser tab.
3. Click    User Menu > Settings in SharpSpring's top toolbar.
4. Click Mail Sync, located under My Account in the left panel.
5. Under Choose your provider, click Google.
6. Click Sign in with Google.
7. Select the desired Google account.
8. Click Allow.
9. Click Close.

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To sync verified Gmail accounts with SharpSpring, do the following:

1. Open a new tab in your web browser.
2. Log into your SharpSpring instance in that browser tab.
3. Click    User Menu > Settings in SharpSpring's top toolbar.
4. Click Mail Sync, located under My Account in the left panel.
5. Under Choose your provider, click Google.
6. Enter your Gmail username into the Username field.
7. Enter your Gmail password into the Password field.
8. Click Connect.
9. Accept intermediary authorization requests. 

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1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click User Email Settings, located under My Account in the left panel.
3. Click Disable Syncing.
4. Select one of the following options:
   
      •   Keep all previously synced email
           communication
   
      •   Remove all previously synced email
           communication
5. Click Disable Sync.

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Unable to connect for two days due to errors. No longer trying to sync. Billing will not be enabled for the duration of this issue.

An error occurred when attempting to sync the user account's email. Errors include, but are not limited to, using an invalid email address or certain email connectivity issues.

This user account is waiting for a raise in the company's mailbox sync limit, or waiting for someone else to disconnect from the company mailbox so that they are below the sync limit.