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How to Connect Google Account with Success.ai via the oAuth Method?
How to Connect Google Account with Success.ai via the oAuth Method?

Learn how you can connect a new Google account with Success.ai via oAuth method

Updated over a week ago

To successfully connect your Google account with Success.ai using the OAuth method, the following 3 steps are required:

We'll walk you through each of these steps in detail to ensure a smooth and secure setup process.

Note: The oAuth method is only available for business/work email accounts.

Step 1: Enable IMAP Settings

  1. Go to Forwarding and POP/IMAP settings.

  2. Click on Enable IMAP and then save the changes.

3. Click "Continue".

This action will redirect you to your Gmail account, and your IMAP should be successfully enabled. To confirm, you can verify the status by navigating to the 'Forwarding and POP/IMAP' settings.

Step 2: Grant Success.ai permission to your Google Workspace.

In this step, you will need to add Success.ai as an app in your Google Admin Console, here's how to do it.

  1. Click on "Add App".

If you are unable to locate the add apps button please follow this guide.

3. Click on "OAuth App name or Client ID"

4. Copy and paste the Success.ai Client ID and click "Search"

343851017362-h9p81o15ol8dm80isuls4501eqf6v04u.apps.googleusercontent.com

5. Select Success.ai

6. Select OAuth Client ID and click "Select"

7. Select your domain and click "Continue"

8. Select Trusted and click "Continue"

9. Click "Finish"

After completing the above process, you should see Success.ai listed under the configured apps section.

Congratulations, you have successfully given sucess.ai access to your Google Workspace. Now you should be able to add your email account to the Success.ai dashboard.

Prefer a visual walkthrough? Check out our step-by-step video tutorial on granting Success.ai access to your Google Workspace.

Step 3: Connect the email account with Success.ai

1. Navigate to the Email Account section.

Success.ai > Left Navigation Bar > Email Accounts

2. Click the + Connect New Account button located at the top-right side.

3. This takes you to the Connect a new email account screen. Click on "Google".

4. Click on "I confirm IMAP is enabled".

5. From the screen that follows, click on "Option 1: oAuth"

6. If you have already granted Success.ai permission to your Google Workspace, click β€œSign in”.

After signing in, you will observe the successful addition of the email to the Success.ai dashboard.

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