How to Connect Your G Suite / Google Workspace Email
Connect your Gmail account to Forefront for a more streamlined workflow and centralized communication. Manage all your customer interactions, including emails, in one place quickly and easily. Note that using a custom domain may offer better control over branding and deliverability, but connecting your Gmail account is an excellent first step if you want to get started quickly without additional setup.
Here are some things you should keep in mind
- Emails remain in your Google account and are also copied into Forefront
- You’ll need a Gmail or Google Workspaces account to use this feature
- There are no inbound email stats and you cannot send attachments
Note: To integrate your Google account, each team member with a Google account will need to do this process. This applies to owners and regular users alike.
Check out this quick video that guides you through the entire process
Here are the step-by-step instructions shown in the video
Step 1 – Authorize Gmail in Forefront Settings / Copy Forwarding Address
To connect your Gmail account, go to Forefront Settings, then Email settings, and select “Choose Gmail.”
Next, you can add email addresses per user and their respective forwarding email addresses on the following screen.
Make sure to integrate your Gmail account under “Outgoing Email”.
When prompted to sign in with Google, be sure to select the appropriate account, which in this case is “Account Testing”
Ensure that you have selected the option to “Send email on your behalf” then click continue to proceed.
Once you have successfully authorized Gmail in your Forefront settings, you will be redirected back to the Forefront window.
Please take note of the email address to which your emails are being forwarded. You can find this address in the image with an arrow pointing to it, or you can simply click the “copy” button.
Step 2 – Setup the Forwarding Address in Gmail
Return to your Gmail account and click on the gear icon located in the upper-right corner of the screen. From the drop-down menu, select “Settings”.
Go to the “Forwarding and POP/IMAP” tab
Click the “Add a forwarding address” button
Enter the forwarding address that was previously displayed in your Forefront settings then click next
Step 3 – Confirm the Authentication Code
Once you have entered your forwarded email address, a pop-up window will appear in your Gmail indicating that a confirmation code will be sent to the email address to which you are forwarding your emails.
Return to your Forefront settings and locate the confirmation code next to the forwarded email address. If you don’t see it, you may need to refresh the page.
Return to your Gmail account and enter the confirmation code obtained from Forefront. Once you have entered the code, click on the “Verify” button in Gmail to complete the setup process.
Once you have clicked on “Verify”, the Gmail screen should appear as shown below, with the “Disable forwarding” option selected by default. Be sure to select the “Forward a copy” option instead and choose the correct email in the list.
Click on “Save Changes” at the bottom.
Step 4 – Verify the Email
Once you have configured the forwarded email address, the next step is to ensure that it is functioning properly. To do this, simply click the “verify” button next to the forwarding address.
After clicking the verify button, the verification process will begin, which usually takes 3-5 minutes. You will receive an email from Forefront confirming that the verification was successful.
If you don’t receive the email (make sure to check spam/junk), it means the verification failed, and you should double-check your setup.
If it is successful you will get an email that looks like this below
Here’s how it will appear in your Forefront settings
Once you’ve finished setting up your email forwarding, you can test it out by creating a sample lead and sending an email to that lead. This will help ensure that your email is being forwarded correctly and that there are no issues with your setup.
To learn more about the features for your Forefront email click the link below
Congratulations! You have successfully integrated your Gmail account with Forefront, allowing you to easily manage your emails through your CRM. With email forwarding set up, you can streamline your email management and improve your workflow.
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!