Seamless Integration of Google with Your CRM

Modified on Wed, 4 Sep at 1:07 PM

By integrating your Google account with your CRM, you unlock a range of powerful tools that streamline your business operations. With a single sign-on, you can access Google Workspace (including Gmail SMTP), Google My Business, Google Ads, and Google Analytics. This integration allows you to conveniently manage all these services in one unified platform.

After successfully linking your Google account, your dashboard will appear as shown in the image below:

Google CRM Integration


How to Sign in to Google and Connect Your Account

To get started with Google integration, you will first need to sign in to your Google account. Click on the "Sign in" button, and you will be prompted to input your Google credentials (username and password). Once you have entered your details and they are verified, the system will redirect you back to the CRM.

Google Sign-In


Choosing Your Google Analytics Account for CRM Integration

After signing in, you will be able to choose the appropriate Google Analytics account to link with your CRM. To do this, click the dropdown menu and select the analytics account you wish to integrate. This ensures that your data and reports from Google Analytics will be synced with your CRM platform.

Selecting Analytics Account


Connecting the Correct Google Ads MCC Account

To ensure the right Google Ads MCC (My Client Center) account is connected, you’ll need to verify the MCC account ID. Log in to your Google Ads account, navigate to the Customer ID section, and confirm the ID matches the one linked to your CRM. Once verified, confirm the information and finalize the connection between Google Ads and your CRM system.

Selecting MCC Account



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