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Using Gmail and Google Workspace with Jetpack CRM Mail Delivery System

From v5.2 Jetpack CRM includes support for sending emails out of Gmail via OAuth2.0 and the Gmail API. This provides a reliable way to send CRM emails out of your WordPress install.

Gmail and Google Workspace have very sensitive outbound email policies. This means that if you’d like to use Gmail for your main Jetpack CRM Mail delivery, you’ll need to go through some extra security steps.

Note that if you’re sending out a lot of mail via Jetpack CRM, it’s  probably best to avoid Gmail all together, as they have very fussy spam filters.

To get started you’ll need to follow the steps below. Some setup is required due to the way Google provides its API support, but once set up we’ve seen great deliverability for low-volume email sending.

Setting up Gmail OAuth Connection and Mail Delivery Method

Steps to setting up Gmail with Jetpack CRM (from v5.2+)

  1. Set up your OAuth Connection in Jetpack CRM
  2. Create your Google API Credentials
  3. Setup your Mail Delivery Method

Each of these steps has a full walkthrough below:

1. Set up your OAuth Connection (in Jetpack CRM settings)

1.1. Log into your WordPress admin and visit the Jetpack CRM settings section titled ‘OAuth Connections’ (/wp-admin/admin.php?page=zerobscrm-plugin-settings&tab=oauth). Click “Connection Settings” next to Google Mail.

1.2. Copy your “Redirect URL” from the Connection settings page, you’ll need this in the following steps when creating your Client credentials in the Google API Console:

2. Create your Google API Credentials (on Google Developer Console)

Before we start connecting your Gmail to your Jetpack CRM you need to make an app for your website in Google API. You can do this in the Google Developer Console. Don’t worry, you don’t need to be a developer or to write any code to use this!

2.1. Visit the Google Developer Console (you’ll need a logged in Google account), and make a new ‘project’.

You can use any name for the project. For example, here we call it ‘CRM Connector’:

Once you’ve finished there you’ll see a popup where you can ‘select project’:

2.2. Next, click “Enabled API and Services”, then “+ ENABLE API AND SERVICES”, and then enable “Gmail API” (you may want to type Gmail to have gmail api displayed by the system).

click “Enabled API and Services”, then “+Enable API and Services”
Type Gmail, click “Gmail API”
Click “Enable”

2.3. Click “OAuth consent screen” from the left-hand API and Services menu, then select “External” and click “Create”:

2.3.1. Fill in your app information as follows (you can skip the other fields):

  • App name (use a name like “{your company} CRM Connector”).
  • User support email can be your email.
  • Authorised domain: You’ll need to put your site domain here.
  • Developer contact information: again, can be your email.

2.3.2. Next add the following “Restricted” scope: .../auth/gmail.compose – you can do this by clicking ‘Add scope’ then finding it on the list:

If you struggle to find the correct scope to restrict, you can type gmaill/compose and it should appear.

2.3.3. On the next page add your desired gmail address as a test user:

Then finish up the wizard.

If you get an Ineligible accounts not addedd error, try adding the email address again, or add a different email address. Please note that the email addresses you’re adding must be tied with a Google Account:

2.4. Click “Credentials” and then “+ CREATE CREDENTIALS”, selecting “OAuth Client ID”:

2.5. Selet the Web Application type, then fill in the information: (Name, +Add URI (use the URL from 1.1 above), and click CREATE.

2.6. On the next page you’ll see your API Credentials:

2.7. Copy these two credentials (Client ID and Client Secret) into your GMail OAuth Connections settings page in Jetpack CRM (from step 1.1 above) – /wp-admin/admin.php?page=zerobscrm-plugin-settings&tab=oauth&edit-provider=google_mail and click “Save Settings”:

2.8. Click on “Return to OAuth Connections”, or otherwise re-visit the OAuth Connections Jetpack CRM Settings page. You should now be able to click ‘Connect’ which will initiate a connection between your Jetpack CRM instance and the Gmail of the user you connect with:

2.9. Next Google will show you a series of prompts which you’ll need to navigate as follows:

Click on the email account you want to use…
Click “Continue” on the left.
Check “Send email on your behalf” and then Continue

Once you’ve gone through those steps you’ll see a successful completion notice:

Once the popup closes, you may need to refresh your browser window to see the latest connection status.

3. Setup your Mail Delivery Method (in Jetpack CRM settings)

After completing steps 1 and 2 above, you’ll be able to add the new mail delivery method via the Mail Delivery wizard:

3.1. Go to Jetpack CRM settings -> Mail Delivery (/wp-admin/admin.php?page=zerobscrm-plugin-settings&tab=maildelivery) and click “Get Started” (or “Add Another” if you already have a delivery method set up).

3.2. Go through the Mail Delivery wizard as usual, but on the second page select “API (OAuth)” and then choose your newly added Gmail account from the above steps.

3.3. Complete the Mail Delivery wizard and you’ll be able to use your Gmail with Jetpack CRM as a Mail Delivery method!

Read more about Gmail support on our Gmail CRM feature page.

Updated on August 30, 2022

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