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How to Integrate Your Google Email Account

Integrating your Google (Gmail) account with Cerely allows for seamless email communication with contacts already stored in your CRM. This article outlines the steps to securely connect your Gmail account to your Cerely profile for easier and more efficient correspondence directly from the platform.  To integrate your Google (Gmail) email account with your Cerely profile, follow these steps below. 

1. From the main menu, click your Profile Icon in the top right-hand corner


 

2. Click on Setup from the dropdown menu


 

3. From the Setup screen under Personal Settings, click on Email Settings



4. Click on Google Integration. You will be redirected to the Google login screen


5. Enter your Google email address that you would like to integrate to Cerely. Only the email used to log in to Cerely can be integrated.


6. Enter the password for your Google email account, not your Cerely login credentials.


7. Click Allow to give Cerely access to your Google Account 



8. Your Google email account is now integrated, and email communications with CRM contacts and personnel will synchronise automatically

Note: Emails will only sync automatically if the contact or personnel exists within your CRM