Connecting to a Google Mail account

To Start:

  1. Choose the Inbox icon on the left menu
  2. Choose the Connect Account button and then Google

Create an App Password:

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

  1. Go to myaccount.google.com and be sure to be using the Google account that you will connect
  2. Click Security in the left menu
  3. Then, in the How You Sign in to Google section, click the "2 Step Verification" item and follow the instructions to enable 2FA sfa.png 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.
  4. Go back to the "2 Step Verification" section and scroll to the bottom for the "App Passwords" section that looks like this:  2023-08-14_16-05-40.png
  5. 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
  6. 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
  • 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 from the Inbox icon and refresh the page to see your emails




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