Here, you can learn what the Happeo Gmail Integration consists of and its use cases.
You can integrate your Gmail with Happeo to:
- See search results from your Gmail
- View your latest emails in the Gmail widget in Pages
- Import Out of Office settings from your Gmail
How to enable the integration
You can enable the Gmail Integration by going to this link. Then just click the Enable button on the Gmail Integration and go through the setup.
Note: If you do not see a popup, check the right side of your browser URL field and allow popups. Then, click the Authorize button again.
Troubleshooting
I receive an error message when trying to enable the integration (Google Chrome)
Your browser may be blocking pop-ups, which can prevent the authorization process from completing. To resolve this issue, please follow the steps below to allow pop-ups in Google Chrome and Happeo to always send Pop-ups.
Allow pop-ups in Google Chrome
- Launch the Google Chrome browser
- Locate the three vertical dots in the top right corner of the browser window and click on them
- Choose "Settings" from the dropdown menu
- In the left-hand sidebar, click on "Privacy and security"
- Scroll down to find "Site settings" and click on it
- Select "Pop-ups and redirects"
- Ensure that the “Default behaviour” is set to “Sites can send pop-ups and use redirects” by selecting the appropriate radio button
You can also allow Happeo to always send pop-ups by following the steps below:
- Repeat Steps 1-6: Follow the same steps as above to reach the "Pop-ups and redirects" settings
- In the "Allowed to send pop-ups and use redirects" section, click on the "Add" button
- Paste the URL of the Happeo website (app.happeo.com / your custom domain) into the text field
- Click on "Add" to save the changes
Upon resetting your password
When resetting your password, it's important to be aware that you must also reauthorize the Gmail Integration. Please do so to ensure the ability to use this integration. To reauthorize the Gmail Integration, you can:
- Go to User Settings by clicking your avatar at the top-right corner of the page
- Go to Integrations
- Click Enable next to the Gmail Integration and follow the authorization instructions
For more information, please see this Google article.