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Connecting Gmail to CRM
Updated yesterday

In this guide, you will learn how to connect your Gmail account to MoverMate.This integration allows you to send and receive emails from within MoverMate and automate email notifications.

Connect Your Gmail Account

  1. Log in to Movermate CRM:

    Open your Movermate CRM and navigate to the Settings section.

  2. Go to Email Settings:

    In the Settings menu, under Integration, select Emails.

  3. Connect Your Gmail Account:

    • Click on the + Add Account button.

    • A Google Sign-In screen will appear. Enter your Google credentials and grant MoverMate permission to access your Gmail account.

    • You will be prompted to select what MoverMate can access from your Gmail. Ensure that the permissions for sending, receiving, and managing emails are granted.

    • Click Continue to complete the authentication.

Disconnect an Email Account (Optional)

  1. Disconnecting the Gmail Account:

    • If you no longer wish to use a Gmail account with MoverMate, you can disconnect it.

    • To disconnect, click on the three-dot menu next to the email account and select Disconnect.

    • Note: You cannot disconnect the default sender email until you choose another default sender.

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