To make use of the Zixflow email feature through Gmail, it is necessary to whitelist the application in your Google Admin Console, in accordance with the recent guidelines established by Google. Please follow the steps below to authenticate Zixflow and enable email synchronization.
Step 1 - Go to The Google Workspace Admin of the organization needs to visit https://admin.google.com/ac/owl/list?tab=configuredApps
Step 2 - Click “Add app” dropdown and choose “ OAuth App Name or Client ID “.
Step 3 - Enter Zixflow’s Client ID - ( 556347858596-uu91sb6q2r3qso15un5ri3jtqvo7lhig.apps.googleusercontent.com ) and click search.
Step 4 - Zixflow App name will appear and you can select.
Step 5 - Click the check box with the client ID mentioned and enter Select.
Step 6 - You will need to select the App access, select “ Trusted: Can access all Google Services “
Step 7 - Now, After a few seconds try to sync the email, Once synced it will redirect you to the below page.
If you feel that you may have many open deals with the same email recipient in Zixflow, it may be more efficient to choose Link emails manually only, to prevent any confusion.
Email synchronization is a bidirectional process. This means you can send and receive emails both within the platform and through your connected mail inbox. Additionally, it enables you to monitor email opens and clicks. All sent emails will be documented in the module from which they were sent.
If the password of your email is changed, you will need to re-authenticate with Zixflow to access the Email function.
When re-authenticating your email, it should be with the same email as before or else previous emails will not be visible for security reasons.