Integrating Your Gmail Account with TrustWorks: A Step-by-Step Guide

At TrustWorks, we understand the importance of maintaining a consistent and professional communication channel with your clients. By default, all emails dispatched from the TrustWorks platform are sent from our standard address: no-reply@trustworks.io. However, we offer the flexibility to personalize your email communication by enabling you to send emails directly from your own mailbox. This guide outlines the steps to integrate your Gmail account with TrustWorks, allowing for a more branded communication experience.

Prerequisites

Before starting the integration process, ensure you have access to your Gmail account. You'll need to create an application-specific password for TrustWorks, a process which requires 2-factor authentication (2FA) to be enabled on your Google account.

Step 1: Enable 2-Factor Authentication (2FA) on Your Google Account

If you haven't already enabled 2FA, follow these steps:

1. Go to your Google Account settings.
2. Under the "Security" tab, find the "Signing in to Google" section.
3. Click on "2-Step Verification" and follow the prompts to enable it.

Step 2: Generate an Application-Specific Password for TrustWorks

With 2FA enabled, you can now generate a password specifically for TrustWorks:

1. Visit the Google Application Passwords page.
2. If prompted, sign in and select "Mail" as the app, then choose "Other" and name it "TrustWorks."
3. Google will generate a password. Note this password down, as you will use it for the TrustWorks email integration.

Step 3: Configure Your Gmail Integration in TrustWorks

Now that you have your application-specific password, follow these steps to integrate your Gmail account with TrustWorks:

1. Log in to your TrustWorks account.

   Navigate to the Integrations section and select Email as the integration type.

   Fill in the integration details:

   • SMTP Server Address: smtp.gmail.com
   • SMTP Port: 587 (use this port for TLS/STARTTLS connections)
   • Credentials:
     • Username: Your full Gmail address (including @gmail.com).
     • Password: The application-specific password generated from Google.
   • Sender Address: Your Gmail address.
   • Sender Name (optional): The name you wish to appear as the sender in your emails.
2. Click Test Connection to ensure the setup is correct. If successful, click Save. Your Gmail account is now integrated with TrustWorks, and you can select it as your sending address within the workflow builder.

Upon completing these steps, you will be able to select your own mailbox in the workflow builder, allowing you to replace the default TrustWorks mailbox with your personalized email address. This customization not only enhances your brand's identity but also streamlines your communication process, making your interactions with clients more personal and effective.

Troubleshooting

Should you encounter any difficulties during the integration process, here are a few tips:

• Ensure 2FA is correctly enabled on your Google account.
• Double-check the application-specific password entered in TrustWorks.
• Verify your internet connection and SMTP server settings are correct.

Integrating your Gmail mailbox with TrustWorks not only streamlines your communication process but also reinforces your brand's presence in every email you send. This personalized approach fosters a stronger connection with your clients, enhancing their overall experience with your services.

Should you encounter any issues during the integration process or have further questions, please do not hesitate to contact our support team for assistance.