GoldMine Tip: How to integrate Gmail with GoldMine #gmail #goldmine #crm

Gmail is an increasingly popular email platform and it's easy to setup your Gmail account in GoldMine using the POP or IMAP protocols, so all of your Gmail is tracked and stored against your customer records.

First you have a choice of using POP or IMAP email 'protocols' with Gmail and GoldMine...

What is POP and IMAP?
POP and IMAP is what allows you to download messages from Gmail's servers onto your computer so you can access your downloaded mail with a programs like GoldMine, even when you aren't connected to the Internet. If you’re trying to decide between using POP and IMAP, we encourage you to use IMAP.

Unlike POP, IMAP offers two-way communication between your web Gmail and your email client. This means when you log in to Gmail using a web browser, actions you perform on email clients and mobile devices (ex: putting mail in a 'work' folder) will instantly and automatically appear in Gmail (ex: it will already have a 'work' label on that email the next time you sign in).

IMAP also provides a better method to access your mail from multiple devices. If you check your email at work, on your mobile phone, and again at home, IMAP ensures that new mail is accessible from any device at any given time.

Finally, IMAP offers a more stable experience overall. Whereas POP is prone to losing messages or downloading the same messages multiple times, IMAP avoids this through two-way syncing capabilities between your mail clients and your web Gmail.

1. First you will need to enable your Gmail accounts for either pop or imap email collection

Steps on enabling Pop Collection can be found at https://mail.google.com/support/bin/answer.py?answer=13273

Examples of the default pop Settings can be found at https://mail.google.com/support/bin/answer.py?answer=13287

Steps on enabling IMAP collection can be found at https://mail.google.com/support/bin/answer.py?answer=77695

Examples of the default Imap Settings
https://mail.google.com/support/bin/answer.py?answer=78799

1. Log into GoldMine as the user and setup the email account. I have used the Imap settings in my example below.

i. Select... Tools | Options | Email
ii. Fill in your email settings..

Getting Mail Server: imap.gmail.com
Username: youremailaddress@gmail.com
password:  xxxxx
Tick Use Encrypted Connection (SSL)
Smtp Server: smtp.gmail.com
Your Return address :  youremailaddress@gmail.com

iii. Press the 'Accounts' Button

 

On the left ‘Getting Mail’ side...

Tick ‘Auto Retrieve’
Do not Tick ‘Auto Delete’ (This option would be ticked for Pop collection)

-Tick Use SSL Encryption
-Port: 993
On the right ‘Sending Mail’ side...

Smtp Server: smtp.gmail.com
Username: youremailaddress@gmail.com
password:
Authentication: Auto
Tick Use start TLS
Port: 587

iv. Select OK, and you should now be ready to use Gmail in GoldMine!

 

Comments

[corporate security management]

something i was not aware of thanks and its a great post