Gmail Integration Setup Guide

馃暀聽聽1 minute read

Gmail is a popular email service from Google.

Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Required Setup

Configuring with Gmail is simple and only requires logging in with the email address and password for your Gmail Account. Creating the integration is like signing into your Gmail account, which is a common sign in method for different sites and services.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Open the overflow menu in the top navigation bar, and select Admin.
  2. Select Integrations at the bottom of the page.
  3. Select the Add an Integration button in the top right corner.
  4. Select the Gmail integration then select Add this Connection.
  5. Fill in the details. Set the integration permissions if necessary.
  6. Select Connect.
  7. If you are already signed into Gmail, you鈥檒l be asked to authorize the connection. If you鈥檙e not signed in, you鈥檒l just need to log in with the Gmail email address and password you wish to connect.
  8. After logging in, Gmail will ask you to authorize the connection. Catalytic only requires specific Gmail permissions at this time. These permissions enable Workflows to help automate mundane work in Gmail.
  9. After authorizing or logging into your Gmail account, the integration is ready to go and you鈥檒l be returned back to Catalytic.