Introduction

In this article, we will review how to add and set up Gmail Integration via the Lofty Mobile App. Adding the Gmail integration will allow you to sync 'Sent' and 'Received Emails' and manage your email communication for all things real estate in one place. 

For instructions on setting this up via a desktop/laptop computer, please reference this article: Gmail Email Integration.

Setup

To start, launch your Lofty CRM mobile app on the mobile device and tap the '3 dots' icon at the bottom of the page:

 Tap "Settings"

Click on the "Integration" line then GMAIL on the next. Turn on the Toggle button to proceed:

As long as you already have your Gmail connected to your phone, select the correct account from the list. Otherwise, enter the email address for the Gmail account you wish to use with Lofty: 

OR. . .

Tap 'Allow' to ensure that your actions in Gmail will be able to sync with Google's servers in the event you lose cellular connection. This will guarantee all your Gmail email actions will be synced properly between any device. 

If the integration process goes smoothly, you'll see the screen display "Authorization succeeded." Gmail is now fully integrated into your Lofty CRM on mobile and desktop. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.