Guide to Connecting Gmail to ATZ CRM Using Nylas

This guide explains how to connect your Gmail account to ATZ CRM using Nylas for seamless email integration. ATZ CRM partners with Nylas to provide robust email services, ensuring your mailbox in ATZ CRM mirrors your Gmail account.

Steps to Connect Gmail to ATZ CRM

1. Access Email Settings

• Navigate to your Email Settings in ATZ CRM.

• Select the option to connect your email accounts.

• Note: You can connect up to two email accounts, but this feature is an addon. 

• Choose one email as the default for sending emails. If only one email is connected, it will automatically be the default. You can switch between connected emails as needed.

2. Sign in with Google

• Select the “Sign in with Google” option to proceed.

3. Authenticate Your Email

• Sign in to your Google account and authenticate your email ID.

4. Grant Permissions

• Allow all requested permissions and click “Continue” to confirm.

• Once verified, your Gmail account will be connected to ATZ CRM.
  
  

5. Access Your Mailbox

• Your mailbox is accessible from the left menu bar in ATZ CRM.

• It mirrors your Gmail account, including all emails.

• Note: Initial folder sync may take up to 10 minutes, and older emails may take 2–3 hours to fully sync. This is a one-time process.

6. Switch Between Mailboxes

• If you have multiple emails connected, you can switch between them within ATZ CRM.

Comply with Google & Yahoo Email Protection Policies

To ensure secure and reliable email delivery, configure your email settings to align with Google and Yahoo’s updated policies. Key requirements include:

• Email Authentication: Set up SPF, DKIM, and DMARC to verify sender identity.

• Easy Unsubscription: Include one-click unsubscribe options in marketing emails.

• Low Spam Rate: Maintain a spam rate below 0.1% to avoid delivery issues.

For detailed setup instructions, refer to Adhering to Google & Yahoo's Email Protection Policy.

Data Security with Nylas

Your ATZ CRM mailbox mirrors your Gmail account, and Nylas securely stores this data on its servers. Nylas is fully compliant with GDPR, ensuring your email data is protected. Learn more at Nylas GDPR Policy. 

Retaining Emails of Deactivated Users

To preserve emails from deactivated users, use one of these methods:

1. Transfer Emails to an Active User’s Mailbox

   • Move the deactivated user’s emails to a folder within an active user’s Gmail account (via Google Workspace).
     
     

   • Since ATZ CRM mirrors your email provider, these emails will sync and appear in ATZ CRM.
     
     

2. Create a Shared Email Account

   • Set up a new common email ID for archiving purposes.

   • Connect this email as a second account in ATZ CRM (Addon).

   • Transfer emails from departing team members to this account before deleting their individual email ID. This ensures email retention without relying on a specific user’s account.

Support

If you encounter issues or have questions, contact your Email Administrator or ATZ CRM support. For further details, visit ATZ CRM Help Center.

Hope this helps :)