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Before You Begin

Before connecting Gmail, make sure:
  • You have access to the Gmail account you want to connect
  • 2-Step Verification is enabled on your Google account (required to generate an App Password)

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Connect Gmail

Follow the steps below to connect your Gmail account to SalesCaptain.

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Step 1: Open Gmail Integration

  1. Log in to your SalesCaptain dashboard.
  2. Go to Settings → Integrations → Gmail.
  3. Select Gmail and click Connect.
A popup will appear asking for your Gmail address and a verification code. 1 Jpg

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Step 2: Open Google Account Settings

  1. Open a new browser tab.
  2. Click on Manage your Google Account.
  3. Ensure you are logged in with the same Gmail address you want to connect.

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Step 3: Generate an App Password

  1. In your Google Account settings, search for App passwords. 3 Jpg
  2. Open App passwords under the Security section.
    Note: If the App passwords option is not visible, enable 2-Step Verification, then search again.
    6 Jpg
  3. Enter a custom name such as SalesCaptain. 2 Jpg
  4. Click Create.
  5. Google will generate a 16-character App Password. 4 Jpg

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Step 4: Complete the Connection

  1. Copy the generated App Password.
  2. Return to the SalesCaptain – Connect Gmail popup.
  3. Enter:
    • Your Gmail address
    • The 16-character App Password in the verification code field 5 Jpg
  4. Click Connect.
Once verified, your Gmail account will be successfully connected to SalesCaptain.

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Step 5: Connect Your Conversation Profile

After connecting Gmail, you must link it to your conversation profile to start using email inside the Inbox.
  1. Click the link below: https://app.salescaptain.com/dashboard/settings/conversation-profile
  2. Select the conversation profile you want to use.
  3. Assign the connected Gmail account to the profile.
  4. Save your changes. 7 Jpg
Once this is done, you can start using the email feature directly from the Inbox for customer conversations.

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Best Practices

  • Never share your App Password with anyone.
  • You can revoke the App Password anytime from your Google Account settings.
  • If you change your Google security settings, reconnect Gmail if required.
  • Test sending and receiving an email after connection to ensure everything works correctly.

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You’re All Set

Your Gmail is now connected to SalesCaptain and ready for seamless email communication from your Inbox.