How to Authorize
Email Connector to access your CRMSocial Insights
1. On your Gmail, go to your Inbox.
2. Select or open an email.
3. On the Authorization page that opens on the right panel, click Connect to Salesforce **Connect
4. Salesforce Login page opens. Enter your Salesforce Username Username and Password.
5. If authorization is successful and the sender is a contact or lead on your specific CRM, then the details display on the GMC side panel.** Salesforce is used on this guide as a reference. Buttons, messages and labels changed depending on what CRM you have.
Related Pages
Filter by label (Content by label) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Search this Product
Live Search | ||||||||
---|---|---|---|---|---|---|---|---|
|