$customHeader
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

How to Authorize Email Connector to access your CRM


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 **

4.  Salesforce Login page opens.  Enter your Salesforce 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.





  • No labels