Sagecrmw: Created page with "Opening the application the first time in a new environment you will be prompted to set up the connection. Click the blue '''Log in''' button at the bottom of the panel. File:Screenshot_2026-06-26_120829.png A secure pop-up window will appear: '''Sage URL:''' Type in your company's CRM web address. Click '''Continue'''. File:Screenshot_2026-06-26_124629.png Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it). Enter your Sag..."

2026-06-26T11:54:10Z

Created page with "Opening the application the first time in a new environment you will be prompted to set up the connection. Click the blue '''Log in''' button at the bottom of the panel. File:Screenshot_2026-06-26_120829.png A secure pop-up window will appear: '''Sage URL:''' Type in your company's CRM web address. Click '''Continue'''. File:Screenshot_2026-06-26_124629.png Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it). Enter your Sag..."

New page

Opening the application the first time in a new environment you will be prompted to set up the connection.

Click the blue '''Log in''' button at the bottom of the panel.
[[File:Screenshot_2026-06-26_120829.png]]

A secure pop-up window will appear:

'''Sage URL:''' Type in your company's CRM web address.

Click '''Continue'''.

[[File:Screenshot_2026-06-26_124629.png]]

Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it).

Enter your Sage'''Username''' and '''Password (if applicable)'''.

Click '''Log In'''.

[[File:Screenshot_2026-06-26_124845.png]]

Once you enter your login credentials, the confirmation window will show a green checkmark indicating a successful link.

'''Success Message:''' The pop-up window will read "Success: You have connected Sage with Google."

'''Finalize:''' Click the Green'''Continue to Gmail''' button to close the window.

[[File:Screenshot_2026-06-26_125122.png]]

⏳ '''Note:''' It might take some time for the connector to pull your data on the first run. Please be patient while your information syncs!

Gmail Add Connection - Revision history