Cogmento CRM


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Connecting your Google account

Associating your Google account with Cogmento allows you to access your Gmail inbox and sending emails using your Google account, as well as importing contacts and synching your Calendars.

The process itself is quite simple. Under Settings, select the Accounts tab and then the Google Account tab on the left menu.

Google Account

Enter your associated Google account email and click the Sign in with Google button. Follow the prompts and that’s it.

When checking for incoming emails, the system will save emails if a contact exists already with that email. To auto create contacts if they do not exist tick the Auto Create box. Note that for that we need to be able to extract a name as well as the address from the email.