How to Connect Google Workspace with Doplac CRM

Connect Google Workspace to Doplac CRM to simplify email management. Here’s how to do it with OAuth:

4 Easy Steps to Connect Google Workspace With Doplac CRM

Step 1: Prepare Your Accounts

• Click "Outreach" and then "Setup" from the left menu.
• Choose "Google"
• Sign in to your Google Workspace Admin Console.

Step 2: IMAP and OAuth Setup in Doplac

•  Enable IMAP

• Click "Yes, IMAP has been enabled"
• Choose "OAuth" as the connection method.

• Copy the App ID provided by Doplac CRM.

Step 3: Configure Google Workspace Admin Console

• In Google Workspace Admin Console, go to "Security"
• Select "Access and Data Control" and click "API Control"
• Click "Manage Third-Party App Access"

• Click "Add App" and select "OAuth App Name or Client ID"
• Paste the App ID you copied from Doplac CRM and click "Search"
• Select the Doplac CRM app and tick the boxes for client IDs.

• Click "Select" and choose the users or organizations you want to connect the app with.
• Click "Continue"  and then "Trusted" to authorize it.
• Click "Finish"

Step 4: Complete OAuth Setup in Doplac CRM

• Back in Doplac CRM, click "Login"
• Select the Google Workspace account you configured.
• Click "Continue" and then "Allow" to grant necessary permissions.
• Check account settings to see if Google Workspace is connected.