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How do I Integrate Google Apps with Pop2OpenCRM? (Obsolete)

Updated: 01 September 2021 12:30:08 OpenCRM::Add-in::Pop2OpenCRM

Please note that a paid Google Apps account is required for the following.

Sending a copy of all your inbound emails to a new mailbox for OpenCRM to collect.

Log into your Google Account using and at the top right of the screen, click on Settings Cog to Manage Your Domain.  You will only see this option if you logged in using an Administrative account.  If the option is not present, please consult your Google Apps Administrator:

 

Create a new mailbox on your Google Apps domain with the following naming convention: inboundemails@yourdomain.com.  Set a strong password containing letters, numbers and some of these symbols, @, !, -.  It would be advisable to use a password generator website such as strongpasswordgenerator.com and set the length to be 40 characters.  To do this, from your Admin Console click Users:

 

At the bottom of your Active User list, click Add User:

 

Then add your details, as above:

Log back into your Google Apps Admin Control Panel.
 

Go to Apps:

Then G Suite:

Then Gmail:

Then Default Routing:

Click Add Setting

Under Section 1, choose the All Recipients option.

 

 

Under section 2, tick the bottom option of "Also Deliver to"

 

 

 Click Add and type in the address you created in Step 1 (inboundemails@yourdomain.com).

 


In Section 3, choose the bottom option, "Perform this action on non-recognized and recognized addresses".
Hit Save.

 

 

Sending a copy of all your outbound emails to a new mailbox for OpenCRM to collect.

Log into your Google Account using and at the top right of the screen, click on Settings Cog to Manage Your Domain.  You will only see this option if you logged in using an Administrative account.  If the option is not present, please consult your Google Apps Administrator:

 

Create a new mailbox on your Google Apps domain with the following naming convention: outboundemails@yourdomain.com.  Set a strong password containing letters, numbers and some of these symbols, @, !, -.  It would be advisable to use a password generator website such as strongpasswordgenerator.com and set the length to be 40 characters.  To do this, from your Admin Console click Users:

 

At the bottom of your Active User list, click Add User:

 

Then add your details, as above:

Log back into your Google Apps Admin Control Panel.

Go to Apps:

Then Google Apps:

Then Gmail:

Then Advanced Settings:

Then under the header General Settings:

Scroll down to "Sending Routing":

And click Configure on the right hand side of the page.  From here, in the Description box at the top type, "OpenCRM Email Routing Rule".

In Section 1, tick both boxes, as below.  If, at this stage, you would prefer not to import internal emails into OpenCRM and instead to only import emails to and from your clients, please leave the second box un-ticked.

 

In Section 2, tick the "Add more recipients" option and click Add:

Then add the "outboundemails@yourdomain.com" address you created in Step 1:

And hit Save.

Now hit the new Save button that has appeared at the bottom right hand side of the screen:

 

 

Now that that is complete, all of your inbound emails will be copied to your inboundemails@yourdomain.com mailbox and all of your sent emails will be copied to your outboundemails@yourdomain.com mailbox.  We now need to log into each newly created account to give OpenCRM access.

 

Log into each account and turn on "POP Access"

Via Settings -> Forwarding and POP/IMAP -> POP Download

  • Under section 1, please tick to Enable POP for All Mail and
  • Under section 2, please choose the option "Delete Gmail's Copy".

Then just hit Save Changes at the bottom.

 

Log into each account and create an "App Password"

Whilst logged into each account, go to https://myaccount.google.com then on the left hand side of the screen, click on Security:

Then scroll down to "Signing in to Google":

And click on "App passwords".  Choose the following options from the two drop down menus:

And click the blue "Generate" button.  This will produce a 16 digit password which you need to make a note of before clicking "Done" at the bottom right hand side of the pop up.  Google will then confirm you have done this by sending you an email:

Which will look like this, confirming the correct settings were entered above:

 

Now just log into the other account and repeat the process.

 

And now get in touch with us.  We need to know:

  • The email address you gave each account.
  • The App Password you generated for each account.

 

And that's it.  Let us know those details and we can configure your automated Email Integration with OpenCRM.

 

 

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