Gmail Add Connection: Difference between revisions
From Apps for Creatio
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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. | ||
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[[File:Untitled design (10).png]] | [[File:Untitled design (10).png]] | ||
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'''). | ||
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[[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). | ||
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[[File:Screenshot 2026-06-23 093854.png]] | [[File:Screenshot 2026-06-23 093854.png]] | ||
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. | ||
Revision as of 12:00, 23 June 2026
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.
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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.
- 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.
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.
⏳ Note: It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!
