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Add Google Workspace

Updated yesterday

Integrating Google Workspace enhances business communication by providing seamless email access and management. This connection simplifies workflows and boosts productivity, ensuring efficient email handling within the platform.

Once connected, your Google Workspace account will show a "Connected" status, enabling secure synchronization and minimal setup for a smooth user experience.

In this documentation, we’ll walk you through the steps to:

Let’s get started 🚀

Navigation

Step 1: Log in to your account and click on the Accounts icon from the left-hand sidebar.

Step 2: By default, you will be navigated to the Email Accounts tab. Here, you can view all connected email accounts.

Connect Google Workspace

Integrating Google Workspace enhances email access and boosts productivity. Once connected, your account will sync effortlessly, ensuring smooth and secure email management.

Step 1: Click on the Add New button located at the top right corner to connect your Google Workspace account.

A modal window titled "Connect Your Account" will appear, where you can select Google Workspace as the email service provider.

Step 2: A modal window titled "Connect Your Account" will appear with setup instructions. Read the instructions carefully, and then click “I confirm that IMAP has been enabled”.

A modal titled "Connect Your Account" will appear with setup instructions. For additional help, visit the Google support page. Once you’ve completed the steps, click “I confirm that IMAP has been enabled.”


Step 3: You’ll be prompted with two connection options. Click the Recommended button for faster setup and better stability.

Step 4: A new screen will prompt you to grant Instant SDR access to your Google Workspace. Read the instructions carefully, then copy the Client ID.

Step 5: Click on the Google Workspace Admin panel link.

Step 6: Select the Google account.

Note: The user needs to sign in via an administrator account for Google Workspace.

Step 7: Go to the API Controls > App Access Control > Click the “Manage Third-Party App Access” option.

Step 8: Click "Configure new app" and select the "OAuth App Name or Client ID" option.

Step 9: Paste the copied Client ID into your Google Workspace and click "Search".

Step 10: Click on the Continue button.

Step 11: Set the app as "Trusted" if you want to allow access.

Step 12: Click the Sign In button to continue.

Step 13: You will be redirected to the Google Sign-In page. Enter the email address of the mailbox you want to reconnect and click Next.

Step 14: Enter the password for the mailbox and click Next.

Step 15: You’ll be asked to verify your identity by entering a phone number. Enter your phone number and click Next.

Step 16: Enter the 6-digit verification code sent to your phone and click Next.

Once verification is complete, you will be redirected back to the platform, and the mailbox will appear with a Connected status.

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