To simplify communication with clients and send emails directly from your Gmail address, you can integrate your Gmail account into RO App. In this instruction, we will tell you step by step how to enable integration, add an account, configure access rights, and use connected mail for both automatic and manual notifications.
How to enable Gmail integration
To connect your Gmail account and enable Gmail integration:
1. Go to the Settings > Integrations page.
2. In the Emails section, find the Gmail integration and click Configure.
3. Click + Account.
4. In the Google account connection pop-up window, log in to your profile and grant all the necessary permissions for proper connection and subsequent data synchronization.
⚠ Please note that RemOnline is still undergoing verification by Google. If you see a warning when trying to connect your Gmail account, you can still proceed by clicking "Advanced" and then "Go to remonline.app". We expect our app to be verified soon.
5. Check the Active checkbox, specify the sender's name, i.e., the name that will be displayed to your contacts who receive emails from this account.
6. Configure permission to use this account:
All— All employees will have access to this account.
Selected — Only selected employees will have access to this account.
Owner — Only the owner will have access to this account.
7. Save your account settings.
Done! This account is now connected to the RO App. You can now send emails from your Google email directly through the RO App in two ways:
For automatic notifications
When creating a notification with the “Email” type, you can choose between the standard email address of the product and the email address of the connected Google account. All such notifications will be sent from the selected email channel.
For emails sent manually
When sending an email manually, you can also select the email address from which the email will be sent — the standard RO App email or your email connected via this integration.
Please note: Currently, only one Gmail account can be connected.
How to edit and delete a Gmail account
To view and edit a channel, the employee role must have the permission to set up notifications enabled.
To edit an account, open its settings by double-clicking on the desired line and make the necessary changes. Save them.
To delete an account, open it, click the delete button at the bottom, and confirm the action.
If the channel has lost synchronization with your Google account (for example, permissions have been updated and need to be granted again), a message will appear in the channel, and you can reconnect by simply clicking the appropriate button.