Configure email with Google OAuth 2.0

Configure email with Google OAuth 2.0

Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your our CRM installation follow the steps below.

  • Go to the Google Developer Console.
  • Create a new project. You can also select an existing project.
  • Add a name to your project. Google Console will generate a unique Project ID for it.
  • Your project will appear on top of the left sidebar.
  • Click on Library. You will see a list of Google APIs.
  • Enable Gmail API.
  • Click on the Credentials. Select OAuth Client ID under Create credentials. Choose the radio button for the Web Application.
    • If asked to consent, choose External
    • Enter app name, for example, Our CRM Mailer
    • Enter support email
    • In the authorized domains section, click Add Domain
    • Enter our Our CRM installation domain
  • Copy the redirect URL in Setup->Settings->Email->Gmail OAuth 2.0, usually, it looks like https://your-installation-url.com/admin/smtp_oauth_google/token
  • Give the Name. Under Authorized JavaScript origins enter your domain URL. In the ‘Authorized redirect URIs’ add the link of the redirect URL.
  • Click on the Create button. You will get a client ID and client secret in the pop-up. Copy these details.
  • Add the client id and client secret to your Our CRM installation
  • Save the email settings.
  • After saving the Client ID and Client Secret, Click Authenticate.
    • Related Articles

    • Email/SMTP Configuration

      You will need to configure SMTP settings for Our CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Our CRM for all emails that will be sent. In order to configure the send email ...
    • Email Piping / Auto Importing Tickets

      Email Piping is a feature in our CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requirements. On your mail server ...
    • Configure Stripe subscriptions

      You will need first to configure the Stripe Checkout payment gateway in order to use the Subscriptions feature. Please follow the Stripe checkout configuration guide by clicking here If you are using version older then 2.4.0, you will need to ...
    • AWS Email SMTP Setup

      When using AWS for email sending additional steps are required to perform in order to be able to send emails from our CRM. Follow the steps below to to configure SMTP with AWS. First make sure that you followed AWS Steps (1 and 2) – ...
    • Email Templates

      To set up email templates navigate to Setup -> Email templates and change the content according to your needs. You can set up a general email signature in Setup-> Settings-> Email, this signature will be used on all email representing your company. ...