Video For All Users
How to integrate your email, set up your email signature and set up the Brite Gmail App. This video is for ALL USERS.
This video walks you through the step-by-step process of connecting your Gmail account to the platform. You will learn how to authorize the integration to sync your emails and improve communication workflows.
How do I begin the Gmail integration process?
To get started with your Gmail integration, you need to navigate to the settings area of your dashboard. From the main menu, click on Settings and then locate the Integrations tab. This is where you can manage all your third-party connections, including your email providers.
💡 Action Steps
Click on Settings
Select the Integrations tab
Where do I find the Gmail connection option?
Once you are in the Integrations section, look for the Gmail icon among the list of available services. You will see a button labeled Connect. Click on this button to trigger the authorization window that allows the platform to communicate with your Google account.
💡 Action Steps
Locate the Gmail icon
Click the Connect button
How do I sign in to my Google account?
A pop-up window will appear asking you to choose a Google account. Select the specific Gmail address you want to integrate. If you aren't already logged in, you will be prompted to enter your Gmail credentials, including your email address and password.
💡 Action Steps
Select your Google account
Enter your email address
Enter your password
What permissions do I need to grant?
Google will display a list of permissions required for the integration to function, such as viewing and sending emails. Review these permissions carefully and then scroll down to the bottom of the window. Click the Allow button to grant access and move to the next step.
💡 Action Steps
Review the permissions list
Click the Allow button
How do I confirm the integration is successful?
After clicking allow, you will be redirected back to the Integrations page in your dashboard. You should now see a green status indicator or a message stating that your Gmail account is connected. This confirms that the link between the two systems is active.
💡 Action Steps
Wait for the redirection to complete
Verify the connected status on the Integrations page
How do I configure my email sync settings?
Now that the account is connected, you can specify how you want your emails to sync. You can toggle options for syncing your primary inbox or specific folders. Make sure to review these settings to ensure your communications are being tracked exactly how you prefer.
💡 Action Steps
Toggle the sync options
Select specific folders if required
What should I do if the connection fails?
If you encounter an error during the connection process, first ensure that you have enabled IMAP in your Gmail settings. Go to your Gmail settings on the web, click See all settings, navigate to Forwarding and POP/IMAP, and ensure Enable IMAP is selected. If everything is correct and it still fails, try clicking the Disconnect button and starting the process again.
💡 Action Steps
Check Gmail IMAP settings
Click Disconnect if an error occurs
Retry the connection process
How do I send my first email through the integration?
To test the integration, head over to the Conversations or Contacts tab. Open a contact record and click on the Email button. You can now compose a message directly within the platform, and it will be sent out through your integrated Gmail account automatically.
💡 Action Steps
Navigate to the Contacts tab
Open a contact record
Click the Email button
Compose and send a test message