In today’s fast-paced sales environment, integrating your Google Workspace with Jeeva helps streamline your email management, making it easier to manage inbound and outbound communications. Here’s a step-by-step guide on how to securely connect your Google account to Jeeva using OAuth.

Step 1: Access Unibox in Jeeva

1. Log in to your Jeeva account.

2. From the dashboard, click on the "Unibox" tab located in your side navigation.

   
   

Step 2: Add a New Inbox

1. Once inside the Unibox tab, locate the "Add New Inbox" option on the left and click on it.

2. Select Continue with Google on top.

   
   

Step 3: Go to Your Google Workspace Admin Panel

1. Open a new browser tab and log in to your Google Workspace Admin Panel.

2. In the Admin Panel, click on "Configure new app".

   
   

Step 4: Add OAuth App Name or Client ID

1. You’ll be prompted to enter an App Name or Client ID.

2. Copy your Client ID from the Jeeva login page.

3. In the search field, paste Client ID and click Search.

4. From the search results, select Jeeva.

5. Choose All in 'Organization Name' (all users) and click Continue.

6. Set Jeeva as a Trusted App to grant the necessary permissions for integration with your Google Workspace, then click Approve.

   
   

Step 5: Connect to Google

1. After approving Jeeva, return to Jeeva and click the “Login” button to begin the connection.

2. You’ll be directed to a Google authentication page. Select the Google account you wish to connect to Jeeva.

3. Finally, click “Allow” to grant Jeeva the necessary permissions to access your email and other related data.

Step 6: Confirmation

Once you’ve completed these steps, Jeeva will be successfully connected to your Google account. You can now manage your Google Workspace inboxes and emails directly within Jeeva!

By following this simple process, you can integrate Google with Jeeva and maximize your platform’s efficiency. If you encounter any issues during this setup, our support team is always here to assist you!