Clockwork CRM now support OAuth Integration for Outlook & Gmail
Adding email accounts to Clockwork CRM has just got eaiser, we now support OAuth integration with both Outlook & Gmail.
What is OAuth and how do we use it?
OAuth stands for Open Authentication, it allows users to permit websites or applications to access some specific information from other websites (e.g. Microsoft, Facebook, Google, etc).
We use OAuth to allow Clockwork CRM to read emails from an Outlook or Gmail account, meaning we can send and receive emails through the built in email client.
This method of linking your email account is so much simpler than finding the POP/SMTP details (although you can still do that if you prefer).
How do I authenticate my account?
First step is to create a new account by heading to the menu, selecting the email app and clicking email accounts.
Click the Outlook or Gmail option and you'll be asked to select the account you want to use. After that you'll be presented with Outlook or Gmail asking your permission to authorise the Clockwork CRM app. The examples below show the Outlook process.
With the Outlook integration, you first allow Clockwork CRM to access your profile and then secondly to allow access to your email account.
As with all Clockwork CRM instances, all data is held securely in our Microsoft Azure hosted data centre. You are the only one who has access to your data, all files, user accounts, passwords, email accounts are only available to you.