Gmail Email

How to Integrate Gmail with Getfly CRM

To configure Gmail for use in the system's Email Marketing feature, please follow the steps below:

Step 1: Navigate to Email Integration Settings Go to Settings (bottom-left corner of the screen) ⇒ Integration ⇒ Email Marketing Integration. The email configuration screen will appear, showing available providers. Select any provider to begin the setup and fill in the required information:

Step 2: Fill in Email Configuration Information Connection Method: Select SMTP

Sender email display: Enter the Gmail address you want to display when sending emails

Sender email address: This should be the Gmail account you are integrating with Getfly

SMTP Server Address: smtp.gmail.com

Sender name display: Enter your company or brand name (e.g., GETFLY)

Password: Enter your Gmail App Password (Instructions below on how to generate it)

Encryption Method: Select SSL

Port: 465

Signature: Add a signature to be included in your outgoing emails from this system email

Once completed, click Save Configuration

Step 3: Generate a Gmail App Password To integrate Gmail with Getfly, you must use an app password generated via two-step verification. Follow these steps:

Log in to your Gmail account and enable two-step verification

Go to Manage your Google Account ⇒ Security tab ⇒ Scroll down to find 2-Step Verification

After enabling 2-Step Verification, scroll down and click App Passwords (You may be asked to log in again)

Under Select app, choose Other (Custom Name), give it a name (e.g., Getfly), then click Generate

Copy the generated app password and use it in the “Password” field during configuration in Getfly

Step 4: Test the Configuration Scroll down to the "Test Email Configuration" section. Enter your Gmail address and click "Test Configuration".

If the integration is successful, the system will confirm with: "Email sent successfully. Please check your inbox."

If unsuccessful, you’ll see: "Unable to establish connection with email server." Please double-check all connection details entered.

Important Notes When Using Gmail with Getfly: Gmail is a free email service and has a sending limit of fewer than 100 emails per day

Only the configured Gmail account (system email) can be used to send emails

For more details on Gmail limitations, refer to: https://support.google.com/a/answer/166852?hl=en

Do not disable two-step verification after integration. If disabled, the app password will be revoked, and the Gmail–Getfly connection will fail