Email-to-Activity Processing in Gmail

In Gmail:

  • Create a new label called ChabadSuite
  • Navigate to settings > click on the "Forwarding and POP/IMAP" tab > Click "Enable IMAP".
  • Enable Access for Less Secure Apps by clicking here. Make sure you are already logged into Gmail.


In Chabad Suite:

  • Navigate to Administer > CiviMail > Mail Accounts
  • Click "Add Mail Account"
  • Put in the following settings
    Note: for username put your full Gmail address

Finally, we need to enable the setting in Scheduled Jobs. 

  • Navigate to Administer > System Settings > Scheduled Jobs
  • Find the job called 'Process Inbound Emails' and click on more > Enable
  • Click on more > Execute now

Back in Gmail:

  • You should see that 2 sub-labels were created under the Chabad Suite Label:
    • CiviMail/Processed
    • CiviMail/ignored

To test

  • In Gmail drag an email into the ChabadSuite Label (not the sub-labels ).
  • Go back to the Scheduled Jobs page and execute the job called 'Process Inbound Emails'.
  • You should now see the email has been synced to the correct contacts in the CRM.