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.

​


    • Related Articles

    • How to disconnect gmail account from Kylas CRM?

      This article covers the steps to be followed to disconnect your Gmail account from Kylas CRM. Prerequisites Permissions: Any user Product Plans: Embark/Elavate Activities to be Completed: Connect Gmail Account Steps Step 1 Login to Kylas and Navigate ...

    • How to view email conversations associated with leads/contacts/deals in Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for viewing emails associated with leads/contact/deals in Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: ...

    • How to send emails to leads/contacts from Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for sending emails using Gmail from Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: Embark/Elavate Activities to be ...

    • How to connect you Outlook 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 Permissions:  Any user. Product Plans: All Activities to be Completed: None Steps Step 1  Login to Kylas and ...

    • How to connect custom email servers with Kylas CRM to send and receive emails?

      This article covers the steps to be followed and the pre-requisites for connecting custom email servers with Kylas CRM, to send and receive emails using Kylas CRM. Prerequisites Permissions: Any user. Product Plans: Embark/Elavate Activities to be ...