Gmail

Gmail

Connect a Google Workplace (Gsuite) account to chat over email.

Integrate 
Gmail
To connect Gmail, a Google Workspace (formerly known as GSuite) account is required. Read more here on how to create the account

Gmail is a free email service developed by Google. Users can access Gmail on the web and using third-party programs that synchronize email content through POP or IMAP protocols.

This feature is still currently in BETA release and undergoing verification by Google Cloud team. You might be presented with "The app isn't verified" during the connection process.
As of now, Gmail channel does not support Contacts API and Zapier Integration due to technical regulations.

Before connecting Gmail

Due to security purposes, you will need whitelist the resala.io Google app in your Google Workspace Admin before connecting your organization's account to the platform.

You may refer to this official guide by Google on how to whitelist a third-party app to access Google Workspace data.

  • Step 1: Login to your Google Workspace Admin
    Navigate to this link and login with your administrator account.
  • Step 2: Navigate to Security Settings
    From the navigation drawer, select Security > API Controls
  • Step 3: Locate API controls
    Navigate to the App Access Controls section and click MANAGE THIRD-PARTY APP ACCESS.
  • Step 4: Configure New app
    Click on Configure New App and choose OAuth App Name or Client ID
  • Step 5: Select the OAuth Client ID
    Select the OAuth Client ID from the list that matches the provided ID above.
  • Step 6: Confirm and Add
    Select Trusted to allow access. Press Configure to add the resala.io Google app to your Google Workspace trusted list.

Connecting Gmail

  • Step 1: Navigate to Channel Settings
    From Settings Module, navigate to the menu item, Channels
  • Step 2: Add Channel
    Press Add Channel and choose Gmail. The Connecting Gmail dialog should open up.​​
  • Step 3: Press Connect with Google button
    You will be directed to sign in with your desired Google account
  • Step 4: Review the account and Create Channel
    Once you have signed in with the desired Google account, the dialog will show the Gmail account and press Create Channel to confirm.
Once you completed the setup, any emails sent to your Gmail will now be received in your Space.
If you encounter errors when connecting to Gmail, please ensure that you have enabled cookies and pop up in your browser!

Channel Configuration

Gmail channel can be configured with a unique channel name
In replies to Gmail contacts, a default signature and branding will be included in the email. This can be hidden in the Configure Gmail dialog.
Note: The ability to hide the resala.io branding is only available to organizations with subscriptions.
  • Step 1: Navigate to Channel Settings
    From Settings Module, navigate to the menu item, Channels‌
  • Step 2: Locate the Gmail channel
    Once you have located the Gmail channel, press Configure​‌
  • Step 3: Make the necessary configuration
    You can configure the following:‌
  • Channel name - Name used internally to identify the account
  • Hide signature in reply - Option to hide the default signature in replies to your Gmail contacts
  • Hide resala.io branding in reply - Option to hide the resala.io branding in replies to your Gmail contacts (Available to organizations with subscriptions)
  • Step 4: Update the configuration
    Press Done to update the channel configuration‌

Troubleshoot

  • Step 1: Navigate to Channel Settings
    From Settings Module, navigate to the menu item, Channels‌
  • Step 2: Locate the Gmail channel
    Once you have located the Gmail channel, press TROUBLESHOOT
  • Step 3: Follow through the instructions
Having trouble with the channel? Contact us here!