How to connect a gmail account with Kylas CRM?

How to connect a gmail account with Kylas CRM?

This article covers the steps to be followed and the pre-requisites for connecting a Gmail account with a Kylas CRM account.

Prerequisites

  1. Permissions:  Any user.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1 
Login to Kylas and Navigate to Setup -> Communication -> Email Settings


Step 2 
Click on the 'Gmail' tile. This will open the Gmail authentication window.


Step 3
Complete the Gmail authentication process and you will see your Gmail account connected with Kylas CRM.

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