How to configure Gmail API connection in the CRM settings

Before we move any further, make sure that you have logged into your Gmail account on the browser. After that, follow these step by step tutorial:

Step: 1

First off, go to WP Admin Dashboard → ERP Settings → Settings → CRM → Email Connectivity → Select Gmail Connect.

After that, you can get the “Authorized redirect URI” from the “Redirect URL to use” field.

Step: 2

Copy the URI to the clipboard.

Step: 3

Now, click on this link.

After that, you will see the following screen:

Click the ‘Continue’ button to proceed. Next hit the “Go to credentials” button.

Step:2

Now, select “Gmail API”, “Web server (e.g. node js, Tomcat)” and “User data”. Then click on the “What credentials do I need?” button to proceed.

Step:3

After filling out the ‘Name’ and ‘Authorized Redirect URI’ click Create OAuth Client ID. Can’t find the “Authorized Redirect URI”? Click here to get the “Authorized Redirect URI”.

In the next step, you will be required to provide a product name. After that, click the ‘Continue‘ button.

Step:4

Next, click on the ‘Done’ button.

Then, click on the Project Name ( ERP Gmail Connect ).

After that, you will be redirected to the following page:

Step:5

Now copy the “Client ID” and “Client secret” from here and paste into CRM Settings and hit the “Save Changes” button.

Step:6

Now, you should have a new button “Click to authorize Gmail account”. Make sure to click this“Click to authorize Gmail account” button.

Then, you will see that your G suite Authentication status is connected:

That’s how you can configure the Gmail connect option in CRM settings.