Using Gmail or Google Workspace with Jetpack CRM Mail Delivery

Send CRM emails through Gmail or Google Workspace using OAuth 2.0 and the Gmail API. This method is more secure and helps improve deliverability for low-volume email sending.

Important note before starting: Gmail and Google Workspace have strict outbound policies. If you plan to send a large number of emails, we recommend using a dedicated email service instead. Gmail’s spam filters can be overly sensitive.

From v5.2 Jetpack CRM supports sending emails from Gmail via OAuth2.0 and the Gmail API. This provides a reliable way to send CRM emails from your WordPress install.

Some setup is required because of how Google manages its API, but once configured, Jetpack CRM works smoothly with Gmail. Please note that Google’s interface changes often and can vary by region. If you don’t see a menu exactly as described, use the search bar in the Google Developer Console to locate settings.

Connect Gmail to Jetpack CRM

The instructions below walk you through each step of the setup. Because the Google Developer Console interface changes from time to time, some labels or menu locations might look a little different on your screen. We’ll do our best to keep this guide current, but Jetpack CRM isn’t responsible for changes on Google’s side.

1. Set up OAuth in Jetpack CRM (from v5.2+)

1. Log in to your WordPress Admin dashboard.
2. Go to Jetpack CRM → CRM Settings → OAuth Connection.
3. Find “Google Mail” and click Connection Settings.
4. Copy the Redirect URI; you’ll need it when creating Google API credentials.

2. Create Google API credentials

You’ll create a lightweight “app” in Google, so your site can authenticate with Gmail. No coding required. These are the steps to do that:

1. Open the Google Developer Console and sign in with your Google account.
2. Create a new project (or choose an existing one). Name it anything you like.
3. Under “Enabled APIs and Services,” click + Enable APIs and Services, then search for Gmail API, and enable it.
4. Go to OAuth Consent Screen:
   • User Type: Select External → Create.
   • App Name: e.g., “Your Company CRM Connector”.
   • User Support Email: your email address.
   • Authorized Domains: your site domain (example.com, not the full URL).
   • Developer Contact Info: your email.
   • Save changes.
5. Under “Scopes”, click Add or Remove Scopes.
   • In Manually Add Scopes, paste: https://www.googleapis.com/auth/gmail.compose
   • Add to table → Update → verify it appears in Your Restricted Scopes.
6. Click Save and Continue, then add your Gmail address as a Test User. Save it again.
7. Go to Credentials → + Create Credentials → OAuth Client ID:
   • Application Type: Web Application.
   • Authorized Redirect URIs: paste the Redirect URI you copied earlier.
   • Create: copy the Client ID and Client Secret.
8. Back in WordPress, go to Jetpack CRM → CRM Settings → OAuth Connection and paste your Client ID and Client Secret. Save Settings.
9. Return to OAuth Connection and click Connect.
   • Sign into your Gmail account.
   • Approve any “unverified app” warnings (safe, since you created the app).
   • Confirm the Send email on your behalf permission.
10. Refresh your WordPress window to confirm a successful connection.

3. Configure Gmail as your mail delivery method

Complete the wizard in Jetpack CRM. Gmail is now ready to send emails from Jetpack CRM.

1. Go to Jetpack CRM → CRM Settings → Mail → Mail Delivery.
2. Click Start Wizard (or Add Another if you already have one).
3. In “Mail Server”, choose API (OAuth) and select your Gmail connection.

Notes on setting up and managing Gmail and Google Workspace in Jetpack CRM

Gmail is excellent for low-volume CRM email. For bulk marketing, use a transactional email provider instead.

If Google’s UI looks different, rely on the Developer Console search bar to find menus.

You can read more on our Gmail CRM feature page for troubleshooting and advanced tips.