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Connect email account (oauth 2.0)

A user connects their corporate email (Google Workspace or Microsoft 365) to the CRM via OAuth 2.0 to enable email sync and send-from-CRM.

When this happens: You go to Settings — Email Integration — Connect Account.

Step by step

  1. 1

    Go to Settings — Email Integration.

    EasyCRM shows available providers: Google Workspace, Microsoft 365 (only those configured by Admin).

  2. 2

    Select Microsoft 365.

    EasyCRM takes you to Microsoft OAuth 2.0 consent screen with requested scopes: read/send email, contacts (read-only).

  3. 3

    Signs in at the provider's login page. Grants consent.

  4. 4

    Redirects back to CRM with authorization code.

    Exchanges authorization code for access token + refresh token. EasyCRM stores tokens encrypted (AES-256). EasyCRM verifies connection by fetching the user's email profile. EasyCRM shows: Connected as [email protected] Initiates initial sync: imports emails from the last 30 days.

Other paths

Reconnect after token expiry

Background sync fails due to expired refresh token. Sets connection status to Requires Re-authentication Notification: Your email connection needs re-authentication Click Reconnect — repeats steps 4–8.

Disconnect email account

Click Disconnect Confirmation: Disconnect email? Synced emails will remain, but new syncing will stop Revokes tokens. Stops background sync. Status: Not connected

If something goes wrong

User denies oauth consent

Returns access_denied error. EasyCRM shows: Email connection was not authorized. Please try again and grant the required permissions

Provider not active

A provider that is not Active for the company (no app configured, or the provider refused it) is not shown on the Email and Calendar cards, and its Connect and Reconnect are not offered. A user who is already connected with it still sees its card, with Disconnect only. When no card is left the section is empty. Not shown unless Active.

Good to know

  • OAuth tokens are encrypted at rest (AES-256).
  • The CRM never stores the your email password.
  • Supported providers: Google Workspace (Gmail API) and Microsoft 365 (Graph API).
  • Initial sync imports the last 30 days of email.