Connecting to a Google Mail account

To Start:

Create an App Password:

IMPORTANT: Now, you will open another tab, go to Google, and create an app password

Go to myaccount.google.com and be sure to be using the Google account that you will connect
Click Security in the left menu
Then, in the How You Sign in to Google section, click the "2 Step Verification" item and follow the instructions to enable 2FA Note: If you do not see the option for 2 Step Verification you will need to have the ability enabled by your Google admin. Click here for instructions and have the super admin follow step 2.
Go back to the "2 Step Verification" section and scroll to the bottom for the "App Passwords" section that looks like this:
Click into this section and you can generate an App Password. In the first (Select app) dropdown, choose "Other (custom)". Then, just type something like "App Password for Client Hub" and generate the password
When you see the password that is generated, it will be 16 letters long. Make sure to copy the password into the clipboard (you will not have access to it again in Google).

To Finish:

Come back to Client Hub, put the password into the Application Password field, and then select the "Test Connection" button. If all is successful, the test will pass and you will see a Connect button to complete the connection If when you click the Test Connection button, the test fails and the "Connect" button is not enabled, then it is likely that you need to enable IMAP access in Gmail. To do that, In Gmail, in the top right, click Settings - See all settings. Then, choose the Forwarding and POP/IMAP tab at the top. In the IMAP Access section, select Enable IMAP. At the bottom, click Save Changes.
The initial sync takes a few minutes and your page will not automatically update when done (we are working to improve this). Go to other pages in Client Hub and then return to this page a couple of minutes later fromInbox icon and refresh the page to see your emails

Oct 27, 2024