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Within Makerble:
Send emails to contacts
See emails your contacts have sent you and your colleagues
In Gmail
See the email conversations that happened via Makerble
Setup the integration
Part 1 of 2: Turn on the
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Google integration in your organisation
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This step is for anyone who is an Organisation Admin. |
Select More
Select Control Panel
Select Integrations
Select Add an integration
Select Google
Follow the steps to sign in
You arrive back on Makerble
That’s it
Tell each of your users to connect their user account to Google
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Part 2 of 2: Connect your Makerble User Account to Google
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This step is for everyone in your organisation who wants to use the Gmail integration, (including the person who did Part 1 and people who are Organisation Admins). |
Select More
Select Settings
Scroll down and press Connect to Google
Follow the steps to sign in
You arrive back on Makerble
Click Save Settings
That’s it
Use the Gmail integration
Access emails within Makerble
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The emails box will only appear if your contact has an email address saved to their Bio |
Go to a contact’s profile
Scroll down until you see the My Emails and Colleagues' Emails tiles in the right column
Within Makerble: Send emails via Gmail to a contact
Watch the walkthrough: https://www.loom.com/share/80ddb64464194f24b45e596fcf10f047
Within Makerble: See emails sent from Gmail to a contact
Watch the walkthrough: https://www.loom.com/share/1ddabdc668814bd3b9f160661d92028b