Google Software

How to integrate Gmail with ClickUp


Hand Holding and tapping smartphone with Gmail Logo on it with according text.
Image: Garmon/Adobe Stock

ClickUp is a configurable office effectivity software program which may be utilized by all departments in an organization to automate gross sales emails. With ClickUp, customers can create an automatic electronic mail sequence that sends out emails at particular occasions primarily based on when somebody opens their Gmail account.

This is ideal for sending follow-up emails or different messages all through the day. It additionally permits customers to prepare prospects on how to use a product, which helps enhance satisfaction and leads to increased conversion charges.

SEE: Hiring equipment: Project supervisor (TechRepublic Premium)

ClickUp has a strong set of Gmail integration options, that are designed for entrepreneurs to show all electronic mail advertising campaigns instantly in ClickUp.

It integrates with Gmail to flip your emails into touchdown pages, CRM lists and PPC campaigns. ClickUp additionally makes it quicker and simpler to launch services or products by automating on-line advertising actions in addition to offering a complicated analytics platform.

You’ll need to know the way to integrate ClickUp with Gmail so you should utilize your electronic mail for managing your prospects, assist them keep in touch with their accounts and get immediate solutions once they want them.

How to integrate Gmail with ClickUp instantly

The solely belongings you’ll want are:

  • A Gmail account
  • A ClickUp account
  • The Google Chrome extension

To integrate ClickUp with Gmail, you want to full the next steps:

First, obtain the most recent model of ClickUp in your cellphone or in your laptop as an extension. Sign in to your ClickUp account in your cellphone or laptop (Figure A). Then add ClickUp as an extension in your laptop.

Figure A

Sign in by utilizing an current electronic mail account

A affirmation mail can be despatched to you with a quantity to confirm your ClickUp account (Figure B). If you don’t have a Gmail account, you possibly can join one simply.

Figure B

Go to your Gmail inbox and click on the ClickUp emblem in an electronic mail of your selection.

Figure C

Launch the ClickUp extension. This will open the ClickUp extension for you to create duties, lists and extra.

Figure D

If you may have multiple Gmail account, guarantee you choose the best model of Gmail within the drop-down menu. You can examine on this by clicking on the Settings button in Gmail.

Figure E

When the Chrome extension opens, you may have two selections: Attaching to the Task and Creating a New Task. Attaching to the duty provides your electronic mail to the present activity as a wealthy attachment.

Figure F

You can view, obtain and even learn the e-mail, and the attachment will bear the title you employ as the topic of your electronic mail.

Figure G

Meanwhile, creating a brand new activity includes making your electronic mail a brand new activity attachment. Before creation, you possibly can change the duty title, however by default, will probably be the topic you employ to your electronic mail.

Your electronic mail can be included within the newly generated activity as an attachment. You can both preview it, obtain it or open it instantly from ClickUp.

Figure H

Carefully examine that you just toggle the Email Feature settings on after downloading the extension if the ClickUp emblem doesn’t seem in your electronic mail. To do that, go to Settings, click on on the Integrations tab after which on the e-mail button proven again in Figure C.

Sending emails on ClickUp utilizing Gmail integration

First, click on on the e-mail button (the small envelope) inside your activity and shut to the remark tab (Figure I).

Figure I 

Clicking on the Email button

In the From tab, select Link An Email from the drop-down choices.

Figure J

Sign in to your Gmail account. To do that, choose Email ClickApp and sign up with your required electronic mail account. In this case, we are going to click on on the Sign In With Google button (Figure Okay).

Figure Okay

Once you select your required electronic mail account, a pop-up window will seem asking you to grant ClickApp entry to your account.

Grant ClickUp to entry your Google Account. Click on the Allow button to proceed.

Figure L

Select who can have entry to the e-mail and its options.

Figure M

Choose those that would have the opportunity to ship emails from the account, generate signatures and create electronic mail templates. Click Done to begin sending emails from ClickUp.

This opens the web page under for you to compose and ship your emails. You can kind the e-mail deal with of the particular person you need to electronic mail, kind a topic and key in your required messages. When you end, click on on the ship button to ship your electronic mail.

Figure N

Disabling Gmail integration in ClickUp

You may disable ClickUp’s Gmail integration. To do that, navigate to the settings within the ClickUp Chrome extension and click on on the delete button as proven within the screenshot under.

Figure O

To verify you need to take away your electronic mail, click on on the take away electronic mail button.

Figure P

For security functions, whenever you delete your Google account, the entire Workspace may also be deleted. This will affect utilizing ClickUp to ship emails, integrate your Google Calendar and share paperwork from Google Drive. To preserve utilizing these providers, you will need to re-add your Gmail.

admin

Leave a Reply

Your email address will not be published.Required fields are marked *

*