Binox works with Google Workspace (formally G Suite) to facilitate communication between you and your opportunities within the platform, this is one of the first steps to taking full advantage of Binox CRM, it activates all the tools to contact and manage your opportunities through your sales and marketing pipeline. If you have Microsoft 365 please click “here”, otherwise continue with this guide 👇.
Connecting your Google Workspace account to Binox is a crucial step that will enable you to send emails and run marketing campaigns to your opportunities.
Pre-requisites
Binox supports individual mailboxes from Google Workspace.
⚠️ Your email account needs to have admin privileges from your local Administrator.
Step 1: Connect your Google Workspace
Click on your “Profile Icon” and select “My Account” on the drop-down.
Click on “Connect Products and Add-ons” and click on "Connect" under “GSuite”.
Type in your “G suite” email and click on “Next”.
You will be asked to choose an account, select your account and “log in” using your “Google Credentials”.
Important: To activate the tools for contacting and managing your opportunities within Binox, you'll need to add a checkmark to all permissions in the example below and click 'Continue'.
When finished a successful message will show up, click on “Check activity” for more information.
On Binox you should receive a “Connected Successfully” message, click “Ok” to finish.
Note: that it may take up to 5 minutes for our resources to update and for you to start using this feature.
For more information and tutorials please visit our “Help Center”.