Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

Setting up a GMail account using OAuth

For the GMail provider, the OAuth authentication is enabled by default. Since the users enter mailbox login and password directly on the GMail page, the mailbox credentials are not saved in bpm’online database.

To set up a Gmail mailbox in bpm’online:

1.Open the [Email] tab of the communication panel and add an email account. You can do this in one of the following ways:

If the list of mailboxes is empty, click the [Add new mailbox] link on the [Email] tab of the communication panel (Fig. 1). Click the mailbox authentication link.

Fig. 1 Adding a GMail account in bpm’online

scr_chapter_mailbox_synchronization_add_mailbox.png 

If there is at least one mailbox in the list, click btn_detail_menu.png and select [New email account]. As a result, the GMail authentication window will open.

2.Enter email address and click the [Next] button. Google account selection page will open.

3.Select a Google account (Fig. 2). You may need to log in to Google at this point.

Fig. 2 Selecting a Google account

scr_chapter_imap_synchronisation_google_accounts.png 

Note

If the 2-step authentication is enabled for the selected Google account, you will need verify bpm’online’s access to your mailbox.

4.Permit access to emails and contacts for bpm’online (Fig. 3).

Fig. 3 Permitting bpm’online access to Google contacts and emails

scr_chapter_imap_synchronisation_google_oauth_sync.png 

As a result, an email account with default parameters will be created in bpm’online. You can start working with emails or customize additional mailbox settings (add signatures, configure synchronization period, etc.).

See also

Setting up an email account of a pre-configured provider

Setting up an email account on the corporate domain

Email account individual settings

Integration with email services by the IMAP/SMTP protocol

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