Google Workspace module for Concord CRM
๐Ÿ‘‰ Get it now!Concord CRM modules ยป
  • ๐Ÿ™ŒGoogle Workspace module for Concord CRM
  • GETTING STARTED
    • โšกRequirements
  • ๐Ÿ› ๏ธActivating the module
  • Google Console configuration
  • Concord settings configuration
  • HOW TO USE
    • Google Docs
  • Google Sheets
  • Google Slides
  • Google Forms
  • Google Drive
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Google Console configuration

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Last updated 21 days ago

Google Cloud Application Setup

To integrate Google Workspace with Concord CRM, youโ€™ll need to create a Google Cloud Application to obtain an Access Token and Client Secret. These credentials will be used by our module and must be added to the module settings.

Follow the steps below to create the required Google Cloud Application:

  1. Create a Project

    Visit the and create a new project.

  1. Enable APIs and Services

    Select your project, then click โ€œEnable APIs and Servicesโ€ as shown below.

  1. Enable Required APIs

    Search for and enable the following APIs:

    • Google Drive API

    • Google Docs API

    • Google Sheets API

    • Google Slides API

    • Google Forms API

    Example for enabling Google Drive API:

  1. Configure OAuth Consent Screen

    Go to the โ€œOAuth consent screenโ€ tab.

  1. Fill Out App Information

Complete the required configuration form with your appโ€™s details.

  1. Create OAuth 2.0 Client Credentials

After configuring the consent screen, create an OAuth client.

  1. Add Authorized Domains

Specify the domains that your application will use:

  • Production: Must use HTTPS.

  • Testing: Can use either HTTP or HTTPS.

  1. Download or Copy Client Credentials

After the client is created, download the credentials or copy them from the following page.

  1. Publish Your App to Production

In order to make the app available to users, publish it to Production via the โ€œUser Type / Publishing Statusโ€ section.

  1. Submit for Verification (if required)

If Google requires verification for your app, you can proceed with it.

Once you've completed these steps, paste your credentials into the Google Workspace settings in Concord CRM. Youโ€™ll now be able to Create, Edit, and Manage Google Docs, Slides, Sheets, Forms, and Drive files directly within the platform!

For detailed steps, refer to the .

official Google support documentation
Google API Console