How to connect Gmail or Outlook to HelloGrowthCRM
Connect Gmail, Google Workspace, Outlook, or Microsoft 365 to HelloGrowthCRM via OAuth in two clicks. Two-way sync.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Email section to browse more guides, compare related tasks, and choose a better starting point.
View all Email guidesOAuth setup takes 2 clicks. Works for Workspace, Gmail, M365, Outlook.com.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Gmail/Workspace or Outlook/M365 account
- •IT admin approval if org enforces
- •4 minutes
- •Pop-ups allowed
- 1
Settings → Inbox → Connect
Pick Gmail, M365, or Outlook.com.
- 2
OAuth consent screen
Allow read mail, send mail, manage drafts.
- 3
Pick sync direction
Two-way (recommended), Inbound only, or Outbound only.
- 4
Pick which folders/labels
Default Inbox + Sent. Avoid Spam, Trash.
- 5
Set From name
Default = full name. Override per-sender if needed.
- 6
Test send
Send to your own address. Confirm delivery in 30s.
- 7
Connected
Settings shows green Connected with last sync time.
Frequently asked questions
Will connecting let HelloGrowthCRM read all my email?▾
Only emails matching CRM contacts are logged.
Can I connect multiple inboxes?▾
Yes — each user their own + shared via HelloMail.
What scopes?▾
Read, send, modify. /legal/oauth-scopes.
IMAP-only?▾
Yes — Other (IMAP/SMTP).
Disconnect later?▾
Yes anytime. Logs stay; sync stops.
2FA / app passwords?▾
OAuth handles 2FA. IMAP needs app-specific password.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Email or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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