Google, Email & Website Integrations

🚧Some Thisspecifics pagebelow isdepend beingon written.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).

Google (Gmail, Calendar, Contacts)

ItThe willCRM cover:connects connectingto 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 (Gmailresets, / Calendar / Contacts)notifications), outbound email,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 theits websiteAPI integration.user are where to look.

The documentation site

The Documentation tab links to this site — see The Documentation Site.