Install Lightning for Gmail Integration

Enable Gmail Integration in Apto

NOTE**: You must be using a G-Suite account. It can not be a standard Gmail account.

 

Navigate to the Home Page of Apto. From there, click the cog icon on the top right of the page and select "Setup".

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From within Setup, click into the "Quick Search" box on the left hand nav and type "Gmail". Then click "Gmail integration and Sync".

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From there, simply click the button next to the "Gmail Integration" label and you have enabled the integration.

Install the Salesforce Gmail App

You can install the Gmail Salesforce app by navigating to the Chrome App Store HERE

Once installed, you can login to your Gmail account and there should now be a side panel for Salesforce that pops up and asks you to login. Once you login, you will then be able to utilize the integration.

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