Connecting your Gmail account to RocketCRM can enhance your productivity by streamlining communication and managing customer relationships more effectively. This guide will walk you through the steps to successfully integrate your Gmail with RocketCRM.

Before you begin the connection process, ensure you have:

- An active Gmail account

- Access to your RocketCRM account

1. Open your web browser.

2. Navigate to the RocketCRM login page.

3. Enter your credentials and log into your account.

1. Once logged in, look for the settings icon, usually represented by a gear or wrench symbol.

2. Click on the settings icon to access the configuration options.

1. In the settings menu, locate the section labeled "Email Integration" or "Connect Email."

2. Click on it to proceed to the email connection options.

1. In the email integration section, find the option to connect Gmail.

2. Click on the "Connect Gmail" button.

1. A new window will pop up prompting you to log into your Gmail account.

2. Enter your Gmail credentials and click "Next."

3. Review the permissions that RocketCRM is requesting and click "Allow" to grant access.

1. After successfully connecting, you may have options to customize settings such as:

- Sync frequency

- Notifications

- Email templates

1. Once everything is set up, send a test email through RocketCRM.

2. Check your Gmail to ensure the email has been received.

If you encounter issues during the connection process, consider the following:

- Ensure that you have entered the correct Gmail credentials.

- Check if your Gmail account has two-factor authentication enabled; you may need to generate an app password.

- Review the permissions and ensure that RocketCRM has access to your email.

By following these steps, you should be able to successfully connect your Gmail account to RocketCRM. Enjoy the enhanced functionality and improved efficiency in managing your communications!