Connect a Gmail or Google Workspace Account

Connecting a Gmail or Google Workspace account gives SalesPartner access to your inbox. It works in two stages:

Stage 1 — Reading (app password): SalesPartner connects via IMAP using an app password. Incoming emails from your contacts appear in conversation timelines. No sending yet.

Stage 2 — Sending + Calendar (Google sign-in): After the IMAP connection is saved, you upgrade with a single click. A Google sign-in popup grants sending permission and calendar access. From that point your assistant can reply to emails, book appointments, and check availability.

You can stay at Stage 1 if you only need email monitoring.

Google requires an app password to connect via IMAP. App passwords are separate from your Google account password and are only available when 2-Step Verification is turned on.

Step 1 — Enable 2-Step Verification

If you have not already, go to myaccount.google.com/security and enable 2-Step Verification under "How you sign in to Google."

Step 2 — Generate an app password

Go to myaccount.google.com/apppasswords. You may be asked to sign in again.

Enter any name for the app (for example "SalesPartner") and click Create. Google will display a 16-character password. Copy it — you will only see it once.

Google Workspace accounts: Your administrator must have IMAP enabled for your organisation. If the connection fails with correct credentials, ask your admin to check Gmail settings in the Google Admin Console.

In the SalesPartner admin panel, open the user you want to connect. Go to the Integrations tab and find the Connected Accounts section.

Click Add Account, then click Google.

Enter your Gmail address and the 16-character app password you generated. Click Connect Inbox.

SalesPartner tests the connection immediately. If it fails, double-check that 2-Step Verification is on and that you copied the full app password without spaces.

Once saved, the account card will show Reading connected. Emails from known contacts will begin appearing in conversation timelines.

After the IMAP connection is saved, the account card shows a prompt:

*"Reading is connected. Add sending & calendar to let your assistant reply to emails and manage appointments."*

Click Enable sending & calendar. A Google sign-in popup opens. Sign in with the same Google account and grant the requested permissions.

The popup closes automatically when done. The account card updates to show Reading & sending connected.

You can then configure:

• Automatic replies — your assistant replies to contacts in your system
• Engage new leads — your assistant checks new senders before replying
• Email signature — added to all outgoing emails
• Calendar sync — toggle on and select which calendar to use for availability and booking

"App password" option not visible in Google Account settings — 2-Step Verification is not enabled. Enable it first at myaccount.google.com/security, then return to myaccount.google.com/apppasswords.

Connection fails with correct app password — For Google Workspace accounts, your admin may have IMAP disabled. Ask them to enable it in the Google Admin Console under Apps > Google Workspace > Gmail > End User Access.

"Enable sending & calendar" button not appearing — The IMAP connection must be saved successfully first. Check that the account card shows an Active status.

Google sign-in popup blocked — Allow popups for the SalesPartner admin panel in your browser settings and try again.