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Google, Email & Website Integrations

Some specifics below depend on how CBM's integrations are configured. Where you see "as configured," confirm the detail for your setup (or ask — see Getting Help and Next Steps).

Configuring System Email- (Allows sending new user email, forgot password and system notifications.)

Google (Gmail, Calendar, Contacts)

The CRM connects to Google so that email, calendar, and/or contacts work together (as configured). The most common admin task is re-authorizing when the connection drops — typically after a password change or when a sign-in token expires.

  • Administration → Integrations → Google for the system connection; individual Gmail/Calendar links live under each user's preferences.
  • If users report email or calendar not syncing, check the integration status and re-authorize (sign in and approve again with the CBM Google account).

If re-authorizing keeps failing, the underlying Google API credentials may need attention — that's a technical step; see Getting Help and Next Steps.

Outbound email

  • Administration → Outbound Emails controls how the CRM sends mail.
  • Quick check: trigger a password reset or notification and confirm it arrives.

If the CRM stops sending email (resets, notifications), outbound email settings or the Google connection are the usual causes.

Inbound email

  • If configured, the CRM can capture incoming email under Email Accounts / Group Email Accounts.

The website

  • CBM's public website connects to the CRM (as configured — e.g. intake forms creating records). If website-submitted data stops arriving, that integration and its API user are where to look.

The documentation site

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