Google Integration
Integrating your Google account will connect your Google account's email and calendar with Top Echelon, as described below.
Email: Standard emails will send directly from your Google account, rather than from TE’s email servers. Mass emails will continue to be sent from TE’s email servers.
Calendar: Scheduled Activities from TE will be added to your corresponding Google Calendar. Click here to learn more about Google Calendar (Gcal) integration.
To integrate your Google account with Top Echelon:
Expand the Sidebar in the top right corner of the page and click on the Settings icon
Click to expand the Addons & Integrations section and then select Google Integration
From the Integration page, click the Integrate with Google button
- This will open a pop-up window where you can authorize the integration
- Start by selecting the account you wish to connect to Top Echelon
- Review the terms and click the Allow button to complete the integration
- Once you’ve completed the integration steps, you’ll notice that all transactional (standard) email (email sent to 10 or less recipients) will be sent from your Gmail account and will therefore show in your sent items folder in Gmail
- Mass emails will continue to be sent from TE’s email servers.
- Standard email will also be logged to any related TE records and will also show in TE’s sent items folder, in addition to your Gmail account
- Responses will continue to flow to your Google inbox as normal
- To log email responses in records in TE, check out the our Logging Incoming Emails Help Article.
- Take me back to the Getting Started Guide