Gmail Add Connection - Revision history

CreatioWikiSysop: update bullets

2026-06-23T16:03:27Z

update bullets

← Older revision		Revision as of 12:03, 23 June 2026
Line 6:		Line 6:
	A secure pop-up window will appear:		A secure pop-up window will appear:

	* '''Creatio URL:''' Type in your company's CRM web address.		'''Creatio URL:''' Type in your company's CRM web address.
	* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').
	* Click '''Continue'''.		'''Region:''' Select your location from the dropdown menu (e.g., '''USA''').

			Click '''Continue'''.

	[[File:Screenshot 2026-06-23 093717.png]]		[[File:Screenshot 2026-06-23 093717.png]]

	* Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).		Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).
	* Enter your Creatio '''Username''' and '''Password'''.
	* Click '''Log In'''.		Enter your Creatio '''Username''' and '''Password'''.

			Click '''Log In'''.

	[[File:Screenshot 2026-06-23 093854.png]]		[[File:Screenshot 2026-06-23 093854.png]]
Line 20:		Line 24:
	Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.		Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.

	* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."		'''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."
	* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the window.
			'''Finalize:''' Click the purple '''Continue to Gmail''' button to close the window.

	[[File:Screenshot 2026-06-23 16513k.png]]		[[File:Screenshot 2026-06-23 16513k.png]]




	⏳ '''Note:''' It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!		⏳ '''Note:''' It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!

CreatioWikiSysop: update

2026-06-23T16:02:25Z

update

← Older revision		Revision as of 12:02, 23 June 2026
Line 5:		Line 5:

	A secure pop-up window will appear:		A secure pop-up window will appear:

	* '''Creatio URL:''' Type in your company's CRM web address.		* '''Creatio URL:''' Type in your company's CRM web address.
	* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').		* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').
Line 18:		Line 19:

	Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.		Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.

	* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."		* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."
	* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the ~~setup~~ window ~~and refresh your connector sidebar~~.		* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the window.

	[[File:Screenshot 2026-06-23 16513k.png]]		[[File:Screenshot 2026-06-23 16513k.png]]

CreatioWikiSysop: update titels

2026-06-23T16:00:54Z

update titels

← Older revision		Revision as of 12:00, 23 June 2026
Line 1:		Line 1:
	~~== Creatio Connector authentification ==~~
	Opening the application the first time in a new environment you will be prompted to set up the connection.		Opening the application the first time in a new environment you will be prompted to set up the connection.

Line 5:		Line 4:
	[[File:Untitled design (10).png]]		[[File:Untitled design (10).png]]


	~~== Connect Your Instance ==~~
	A secure pop-up window will appear:		A secure pop-up window will appear:

	* '''Creatio URL:''' Type in your company's CRM web address.		* '''Creatio URL:''' Type in your company's CRM web address.
	* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').		* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').
Line 14:		Line 10:

	[[File:Screenshot 2026-06-23 093717.png]]		[[File:Screenshot 2026-06-23 093717.png]]


	~~== Enter Your Credentials ==~~

	* Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).		* Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).
Line 24:		Line 17:
	[[File:Screenshot 2026-06-23 093854.png]]		[[File:Screenshot 2026-06-23 093854.png]]


	~~== Complete Connection ==~~
	Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.		Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.

	* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."		* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."
	* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the setup window and refresh your connector sidebar.		* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the setup window and refresh your connector sidebar.

CreatioWikiSysop: Add new connection

2026-06-23T15:59:17Z

Add new connection

New page

== Creatio Connector authentification ==
Opening the application the first time in a new environment you will be prompted to set up the connection.

Click the blue '''Log in''' button at the bottom of the panel.
[[File:Untitled design (10).png]]

== Connect Your Instance ==
A secure pop-up window will appear:

* '''Creatio URL:''' Type in your company's CRM web address.
* '''Region:''' Select your location from the dropdown menu (e.g., '''USA''').
* Click '''Continue'''.

[[File:Screenshot 2026-06-23 093717.png]]

== Enter Your Credentials ==

* Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).
* Enter your Creatio '''Username''' and '''Password'''.
* Click '''Log In'''.

[[File:Screenshot 2026-06-23 093854.png]]

== Complete Connection ==
Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.

* '''Success Message:''' The pop-up window will read "Success: You have connected Creatio with Google."
* '''Finalize:''' Click the purple '''Continue to Gmail''' button to close the setup window and refresh your connector sidebar.

[[File:Screenshot 2026-06-23 16513k.png]]

⏳ '''Note:''' It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!