Gmail Add Connection
From Apps for Creatio
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 window.
⏳ Note: It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!
