Mail Accounts

Adding Mail Accounts in Firstsales.io - Gmail / Gsuite

15min

Overview

This comprehensive guide walks you through the process of connecting your Gmail account to Firstsales.io. We'll cover both OAuth and App Password authentication methods, with detailed steps for each option.

Prerequisites

  • A Gmail account (personal or GSuite)
  • Admin access to Firstsales.io platform
  • Access to Gmail settings
  • A modern web browser

Connection Methods

Method 1: OAuth Authentication (Recommended)

  1. Log in to your Firstsales.io account
  2. Navigate to "Mail Accounts" from the left sidebar
  3. Click "Add New Mail Account" button
  4. Select "Gmail" from the available providers
  5. Open Gmail on your computer
  6. Click the settings gear icon (⚙️) in the top right corner
  7. Select "All Settings"
  8. Navigate to "Forwarding and POP/IMAP" tab
  9. Under "IMAP access," select "Enable IMAP"
  10. Click "Save Changes"
  11. Access your Google Workspace Admin Panel through the provided link
  12. Click "Add App" and select "OAuth App Name or Client ID"
  13. Use the following Client-ID to search for Firstsales: 872332155834-f8mi3bes6bshnska98lct7cs2jma0o35.apps.googleusercontent.com
  14. Select and approve Firstsales access permissions
  15. Click "Login" to complete the connection

Method 2: App Password Authentication

  1. Visit your Google Account's Security Settings
  2. Set Up 2-Step Verification
    • Click "Get Started"
    • Follow the prompts to verify your phone number
    • Choose your preferred second verification method:
      • Text message codes
      • Voice calls
      • Google Authenticator app
      • Security keys
    • Complete the verification process
  3. Return to Security Settings
  4. Scroll to "App passwords" (appears only after enabling 2-step verification)
  5. Generate a new app password:
    • Select "Mail" as the app
    • Choose "Other (Custom name)" as device
    • Enter "Firstsales.io" as the custom name
    • Click "Generate"
  6. Copy the 16-character app password (example: xxxx xxxx xxxx xxxx)
    • Important: Save this password temporarily; it won't be shown again
  7. Return to Firstsales.io mail account setup
  8. Enter your full Gmail address in the email field
  9. Paste the generated app password in the password field
  10. Click "Connect" to complete the setup

Post-Setup Verification

  1. Check the connection status in Mail Accounts dashboard
  2. Verify the "Active" status indicator
  3. Test the connection by checking if emails are syncing

Best Practices

  • Regularly monitor your connected accounts
  • Keep 2-step verification enabled
  • Store app passwords securely
  • Review account access periodically

Troubleshooting

  • If connection fails, verify IMAP is enabled
  • Ensure correct app password entry
  • Check if 2-step verification is properly configured
  • Confirm your Google account hasn't blocked the connection

Security Notes

  • Never share your app passwords
  • Revoke app passwords that are no longer needed
  • Regularly review connected applications in Google Security settings
  • Enable login notifications for additional security

Important Links

OAuth 2.0 and API

IMAP & SMTP Configuration

Security & Admin Controls

Admin Console

Security Setup

Developer Resources

Direct Support Channels

Need more screenshots to continue with additional details or specific sections.

Updated 02 Dec 2024
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