Integrating your Gmail or Google suite account with Alore CRM takes just two clicks for you. You can link your email accounts and get notification related to every other mail that is being sent or replied by your prospects.
Here's a quick video for same
After you have confirmed your sign up via email, you will arrive at mail integration page. Please click on the gmail icon as shown below.
A new tab will open and will ask you to either choose and account that you want to integrate or sign into an account that you want to integrate. Please do not close this tab.
Click on the account of your choice(if you are already signed into the browser and have active session) or sign into a new account.
Google will ask for permission to allow Alore CRM app to :
- Read, send, delete, and manage your email ( to read mails, analyse and manage leads via Artificial Intelligence and show communication history with a prospect)
- Send email on your behalf ( to help us send drip campaign on your behalf)
- Manage your contacts ( to add your contacts to your prospect list)
Click on "Allow"
The tab will close and take you to previous tab. You will get a confirmation(shown below) and then taken to Setup Wizard
Note: If you have already integrated the gmail or G suite account with Alore CRM account, you will need to delete this integration
Note: If you don't remember your password and can't authorise Alore CRM app, you wont be able to complete integration
Note: if you want to delete or edit the email integration, you can do by :
a) clicking on setup wizard >> Account set up >> Mail integration >> Edit
b) clicking on profile >> mail integration >> delete or edit