How to Integrate Google into the CRM

This guide will walk you through the process of connecting Google into the CRM.

Synchronizing your Google accounts with your CRM unveils a plethora of possibilities. A single sign-in grants you access to Google Workspace (Gmail SMTP), Google My Business, and the valuable data compiled in Google Ads and Google Analytics. This integration allows you to manage various features of these products seamlessly in one centralized location.

1. Select "Settings"

Select 'Settings'

2. Select "Integrations"

Select 'Integrations'

3. Click "Sign in with Google"

To start linking your Google account, select the 'Sign in' tab. You will be prompted to input your username and password in the respective fields. After your credentials have been verified, the system will navigate you back to the CRM.

Click 'Sign in with Google'

4. Choose an account

Choose an account

5. Click "Allow"

Click on the "Allow" button to grant permission.

Click 'Allow'

6. Google Account Connected Successfully

Google Account Connected Successfully

Selecting Analytics Account

7. Click to Select Account

Once signed in to your Google account, you can easily reach all the analytics accounts associated with your profile. To initiate this, just click on the dropdown menu and choose the analytics account you want to integrate with your CRM.

Click to Select Account

Click to Select Property

Click to Select Property

8. Click to Select MCC Account

After choosing the MCC account ID, it's crucial to verify that it aligns with the one in your Google Ads account. Accessing your Google Ads account is straightforward - just go to the Customer ID menu to confirm. This helps to rapidly assure that the appropriate MCC account is associated with your CRM location. Following this, the only step left is to validate the details and establish the connection.

Click to Select MCC Account
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