📬 Connecting Your Google Mail Account to Client Hub

Manage and act on emails from right inside your workflow.

Client Hub’s email integration lets you connect your Gmail account to centralize communications and take action on client emails directly in the platform. Follow the steps below to securely connect your Google Mail account.

🔑 Step 1: Start the Connection in Client Hub

1. Click the Inbox icon from the left-hand navigation.
2. Click the Connect Account button.
3. Select Google as your provider.

Before you can proceed, you’ll need to create a special App Password in your Google account.

🔐 Step 2: Generate a Google App Password

⚠️ Important: App Passwords require 2-Step Verification (2FA) to be enabled on your Google account. If it’s not already turned on, follow the steps below.

To enable 2-Step Verification:

1. Open a new browser tab and go to myaccount.google.com.
2. Ensure you’re signed into the Google account you want to connect.
3. Click Security in the left-hand menu.
4. Under “How You Sign in to Google,” click 2-Step Verification and follow the setup instructions.

💡 Don’t see this option?

If you're part of a Google Workspace account, your Google admin must enable 2FA for your user. Click here for admin instructions.

🔄 Step 3: Create the App Password

Once 2FA is enabled:

1. Go to myaccount.google.com.
2. Choose Security & sign-in section and then click 2-Step Verification
3. Scroll down to the App Passwords section and open that
4. In the Your app passwords section, enter an App name like "Client Hub Email" and click Create.
5. A 16-character password will appear—copy it immediately. You won't be able to view it again.

💡TIP: If you can not find the App Password section, you can use the search option at the top of the page

✅ Step 4: Finish Setup in Client Hub

1. Go back to the Inbox setup screen in Client Hub.

2. Paste the 16-character App Password into the Application Password field.

   NOTE: When you copy, from Google, you will get spaces, so you need to remove them when you paste

3. Click Test Connection.

• If successful, click Connect to finalize the setup.
• If unsuccessful, double-check your App Password and ensure IMAP is enabled (see "Troubleshooting").

⏱️ Step 5: Wait for Initial Sync

Once connected, your inbox will begin syncing. This will take a few minutes.

🔄 To refresh your inbox:

Navigate to another page in Client Hub, then return to the Inbox and refresh the page after a few minutes.

Troubleshooting

If your organization is on Google Workspace, then make sure that your admin has:

• Enabled IMAP connections
• Enabled 2FA