Google Calendar/Gmail Integration

Follow this setup guide to have your Google Calendar and Gmail sync with Enquire CRM.

Note: If you or your Systems Administrator have any questions regarding the steps below. Please contact support@enquiresolutions.com.

Setup


Requirements:

  1. Your company must use Google Apps, this setup does not work for single Gmail Accounts.
  2. Enquire CRM must be made as a Service Delegate for all users.

Enabling Google Apps API

  1. Sign in to the Google Admin Console.
  2. From the dashboard, click Security.
    google_security_button.png
  3. Scroll down and click to expand the API reference section.
  4. Check Enable API Access.
    enable_api_access_gmail.png

Enable Enquire CRM Access Account

  1. Log in as your Google App Admin.
  2. From the dashboard, click Security.
    google_security_button.png
  3. Scroll down and click to expand the Advanced settings section.
  4. Click Manage API client access.
    advanced_settings_gmail.png
  5. Authorize the Enquire CRM Calendar and Gmail scopes using the following values:
     

    ClientId/Name:

    • 101994141140576452638

    Scope(s):

    • https://www.googleapis.com/auth/calendar
    • https://www.googleapis.com/auth/gmail.compose
    • https://www.googleapis.com/auth/gmail.modify
  6. Click Authorize.
Note: If you would like to only sync calendar items, do not add the gmail.compose and gmail.modify scopes.

Setup in Enquire

You can provide our Enquire Support team with the Gmail username and password used to setup the API access in Google by sending an email to support@enquiresolutions.com or follow these steps to finish setup yourself.

  1. Click Admin.
    Admin_Button.png
  2. Click Exchange.
    exchange_button.png
  3. In the upper right, click the + Add Exchange Server button.
    exchange_add_button.png
  4. On the form, in the Exchange Version drop down, choose Gmail. In the Name field, enter a name for the server (i.e. Your Company Gmail), in the Url field, enter https://www.googleapis.com/auth/calendar, and in the Impersonation User and Impersonation Password fields, enter the username and password for the Google admin account you used to setup the API/integration access.
  5. Click Save.
  6. Validate all users that will be utilizing the Google Calendar/Gmail sync have been added to the Accounts section. All users will be added with a status of Pending in the Calendar Status and Email Status columns.
  7. To the far right of the Google server you just created, click the red sync icon. This will initiate the sync process, but please allow up to one hour for the sync to complete depending on the number of users and activities.
    SyncGoogleServer.png
  8. Once the sync has finished, the status window will display sync results for each account and the Calendar status for each user will be updated based on the results of their sync:
    CalendarStatusColumn.png
  9. The Email Status column will display Pending until the user attempts to send an email to an individual or you may test the send email functionality by clicking the blue send test email envelope button to the right of the user's account.
    EmailTestButton.png
    This will send an email to the user with the From and To as themselves and a body with the text: "This is a test email sent from the Enquire CRM to validate your email settings. It was initiated by an administrator or support user. No action or response is required." and update the status in the Email Status column based on the results:
    EmailStatusColumn.png
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