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Using GMail with ZBS CRM Mail Delivery System

Gmail has a very sensitive SMTP Policy. What this means to you, is that if you’d like to use Gmail for your main ZBS Mail delivery, you’ll need to go through some extra security steps, (also, if you’re sending out a lot of mail via ZBS, it’s  probably best to avoid Gmail all together, as they have very fussy spam filters).

Here are the steps it takes to make Gmail work for SMTP in ZBS (Last checked & updated 2nd August 2018):

  1. Use the steps here to add Gmail as your SMTP Server, and hit continue (to send a test email)
    … this may fail, because Google locks accounts by default in this scenario, or it may succeed. If it succeeds skip to step 4.
  2. You’ll then need to do (potentially all) of the following:
    1. Click Here to load Google Settings, and “Turn On” “Access for less secure apps”.
    2. Click Here to sign back into Gmail (you may have to sign out and back in).
    3. Click Here to check if your account is specifically blocked still, (you may have to enter a captcha).
  3. After completing these, you can then try the SMTP settings again, at which point they should work fine. If not, you may have to repeat the last 3 steps again, and then retest.
  4. Validating the email – Once you get a screen like the following: Then you can proceed to check your Gmail inbox (or spam box) for the test email. Please make sure you’ve checked “All Mail” and “Spam” (Here’s the link for your gmail spam box: Your GMail Spambox)
    1. If the email is in your spam box it is important that you mark the email “not spam” – this’ll tell gmail your mail sending is OKAY:

This should now mean that your Gmail setup will be sending emails out of Zero BS CRM.

Saving in Sent Folder

Note: Please see this article to understand how saving to sent folder works with Gmail.

If you hit any other issues with this please do let us know via support ticket.

Updated on August 2, 2018

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