Prerequisites
If you are using a paid subscription to G Suite, see Connect a G Suite acc ount (paid subscription) to Riva Cloud.
To configure Riva for a free Gmail account, the following logins and passwords are required:
- Riva Cloud account,
- Gmail account, and
- CRM account.
Create a Connection to a Free Gmail Account
Follow these steps:
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Log in to Riva Cloud (https://www.rivacloud.com).
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If you have not yet configured your CRM, do so now. See Create your CRM connection.
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On the Get Started page, select Configure your email.
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Select the Google logo.
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Because you are configuring a free Gmail account, select Individual, and select Continue.
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When prompted to redirect to Google to add Riva as a Trusted Application, select Connect.
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Enter the Google credentials to allow Riva to authenticate into the Google account.
When the login is successful, the below window appears:
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Select Allow to allow Riva to access the Google Gmail account in order to sync the CRM data.
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Enter the email address again, and select Continue.
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Do one of the following.
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If you see Connection has been configured successfully, select OK to return to the Get Started page to configure your synchronization policy.
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If you experience an issue, contact the Riva Success Team.
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