Enabling and Configuring Mail Sync for Google Accounts

Mail Sync is a powerful tool that allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded.

This way, you can keep track of your and your team’s emails with your leads.

This article will provide details and information on how to connect your mailbox with your Google account.

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

When to Connect via Google Accounts

There may be a time when your normal Mail Sync connection to Gmail fails. This is usually due to authorization issues between the two platforms, which is usually cleared up within a short time.

However, this does not mean that you will be unable to connect to your Google account during this time. You can use your Google account to serve as the main connection mechanism. In this case, you will need to generate an application-specific password in your Google account settings. This is a special password that you will need to use to connect Google with Lead Gen & CRM.

An application-specific password enables you to sign in to securely access Google account from a non-Google application. Mail Sync uses this application-specific password to connect to your Gmail mailboxes from Lead Gen & CRM.

Syncing via Google Authentication

You can sync your Google account with Lead Gen & CRM by using Google's secure authentication process. As this is Google's main method of authenticating account information, Constant Contact recommends using this process.

To sync Google accounts with Lead Gen & CRM via Google's authentication process, do the following:

Click Settings in the left toolbar.
Click Mail Sync, located under My Account in the left panel.

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Click Google in the Choose your provider menu.
Click Sign in with Google.

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Select the desired Google account.

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Click Allow.

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Click Close.

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Validating Mail Sync Status

There are many moving parts with Mail Sync, so the process might not connect or may otherwise result in error. However, you can tell if Mail Sync was successful with just a glance.

The Mail Sync settings page provides a running log of all recent errors. The page details the date and time that the error occurred, what the error was, and how best to fix the error.

Click User Menu > Settings > Mail Sync to access the log of all recent errors.

In addition, user accounts with Mail Sync enabled will display their current connection status, as well as any relevant issues.

Once you have enabled Mail Sync, the associated email address will update with one of the following colors and statuses:

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Status	Color	Description
Connection Issue		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.
Error		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.
Pending		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.
Enabled		Mail Sync was successfully enabled for this user account.