Easily connect your company's email to track communications. Integrate with Gmail for email-to-ticket conversion and seamless CRM operations.
Set Up Company Email Connecting your company email to FieldPad.io enables seamless communication and allows you to use Gmail integration for efficient email management. Follow the steps below to set up your company email: Step-by-Step Instructions Click the settings gear icon ⚙️ in the top right corner of the page to access the Settings section. Scroll to the Google Integration section. Locate the option to connect your Gmail account. Click the Connect Gmail button. You will be redirected to a Google Authentication page. Sign in with your Google account credentials and grant the necessary permissions for FieldPad.io to access your Gmail. Once authenticated, you will be redirected back to FieldPad.io, and a confirmation message will notify you that Gmail has been successfully connected. Tips If you face issues during the Gmail authentication process, ensure that pop-ups and redirects are enabled in your browser. To disconnect Gmail, return to the Google Integration section in settings and click the Disconnect Gmail button. After connecting Gmail, you can monitor and manage emails directly from the Inbox section in the left sidebar. Using Gmail Integration Once your Gmail is connected: Navigate to COMMUNICATION in the left sidebar and select Inbox . You can view and manage emails categorized by folders such as Inbox, Starred, Sent, Drafts, Spam, and Trash. The platform supports email-to-ticket conversion for support requests when Gmail is used in conjunction with the Support Tickets section. Troubleshooting If you encounter problems: Ensure that your Google account permissions are correctly configured to allow FieldPad.io access. Check the Google Integration section in Settings for any error messages or warnings. Contact support via the Support Tickets section in the left sidebar if errors persist. Setting up your company email helps streamline communication, improve team efficiency, and deliver a better customer experience with FieldPad.io.