FieldCamp’s Gmail integration allows users to sync emails, manage client communication, and automatically log interactions within the CRM. By enabling email forwarding and contact syncing, users can keep all client conversations organized within FieldCamp’s Unified Email Inbox. This ensures efficient tracking of client interactions, reducing the need for manual email management.

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Benefits of Gmail Integration in FieldCamp

  • Centralized Email Communication: Keep all client emails in one place for quick reference.

  • Automated Client Email Logging: No need to manually track client emails—they are automatically stored in the CRM.

  • Smart Reply Integration: AI-powered responses based on past conversations help streamline communication.

  • Contact Synchronization: Auto-sync client contact information from Gmail for seamless updates.

  • Enhanced Workflow Efficiency: Spend less time searching emails and more time focusing on client interactions.

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Steps to Set Up Gmail Integration

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1. Access Gmail Integration in FieldCamp

To begin, follow these steps to access and configure the Gmail integration in FieldCamp:

  • Log in to FieldCamp by visiting FieldCamp in your web browser.

  • Navigate to Settings > Integrations.

  • Locate and select Google Gmail from the list of available integrations.

This section allows you to connect your Gmail account and configure email forwarding for seamless email tracking.

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2. Enable Email Forwarding in Gmail

To ensure all client emails are captured and logged in FieldCamp, email forwarding must be set up in Gmail. Follow these steps:

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Step 1: Access Gmail Settings

  • Open Gmail and sign in to your account.

  • Click on the gear icon (⚙️) in the top-right corner, then select “See all settings”.

  • Navigate to the Forwarding and POP/IMAP tab.

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Step 2: Add FieldCamp’s Forwarding Address

  • Click “Add a forwarding address”.

  • Copy and paste the unique FieldCamp forwarding address provided in the FieldCamp integration settings.

  • Click Next > Proceed > OK to confirm the forwarding address.

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Step 3: Verify Forwarding Address

  • Gmail will send a verification email to FieldCamp.

  • In most cases, the email will be automatically verified by FieldCamp, and the integration will be activated.

  • If manual verification is required, check FieldCamp’s Unified Inbox for the verification email and confirm the forwarding request.

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3. Configure Automated Client Creation (Optional)

FieldCamp allows you to automatically create client profiles from new email contacts.

  • Navigate to the Email Integration Settings in FieldCamp.

  • Toggle “Automated New Client Creation” ON or OFF:

    • ON: Any new email contact will be added as a client in the CRM.

    • OFF: Only existing client contacts will be logged, preventing automatic profile creation.

This setting is useful for businesses that frequently receive inquiries from new clients.

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4. Enable Google Contacts Sync (Optional)

Syncing Google Contacts with FieldCamp ensures that all client contact information remains updated.

  • In the integration settings, toggle “Google Contacts Integration” ON.

  • Grant FieldCamp permission to access your Google Contacts.

  • Once enabled, all client contacts from Gmail will be synced to FieldCamp, allowing seamless communication tracking.

This feature eliminates the need to manually enter client contact details into the CRM.

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5. Resync and Test Integration

After completing the setup, perform a resync and test the integration:

  • Click Resync in the Gmail Integration settings to ensure the latest emails and contacts are updated.

  • Send a test email from your Gmail account to a test client and verify that it appears in FieldCamp’s Unified Inbox.

  • Check if contacts are syncing correctly and appearing in the Clients section of FieldCamp.

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