Payaca Launches Seamless Gmail Integration with Full Google OAuth Verification

We’re excited to announce that Payaca is now fully Google OAuth verified! This means you can now connect your individual Google accounts with Payaca, allowing seamless email integration within our CRM. This significant milestone follows a rigorous security review process by Google, ensuring that our Gmail integration is not only highly functional but also meets the strictest security standards.

What does Google OAuth verification mean?

In 2019, Google introduced a more stringent OAuth Verification process to protect user data and privacy. As part of this process, third-party applications like Payaca are required to undergo an in-depth review to ensure secure handling of Google data. Our successful completion of this review means you can trust that your email data is protected while enjoying the full functionality Payaca offers.

The benefits of Payaca's Gmail integration

1. Centralised communication

• Direct email linking: With Gmail integration, emails sent and received through your individual Google account are directly linked to the relevant customer profiles and projects within Payaca. This keeps all communication in one place, making it easy to track interactions and project updates.
• Enhanced organisation: Never lose track of important customer conversations or project-related emails again. Everything is automatically organised and linked, saving you time and ensuring you have complete visibility over your interactions.

2. Streamlined workflow

• Automatic syncing: Any email communication from your Gmail account is instantly synced with Payaca. You no longer need to manually copy and paste emails into the CRM, improving efficiency and reducing the chance of data errors.
• Access from anywhere: Whether you’re in the office or out in the field, you can access your emails directly from the Payaca platform, allowing for quick responses and ensuring you stay connected with your customers.

3. Enhanced collaboration

• Team visibility: Emails related to a project or customer can be viewed by other authorised team members, ensuring everyone has the most up-to-date information. This transparency allows your team to work more effectively together, providing seamless customer service.
• Task assignment: Easily assign follow-up actions based on emails, ensuring nothing slips through the cracks and all customer inquiries are handled promptly.

4. Increased security and privacy

• OAuth Verification compliance: Our integration has passed Google's rigorous security checks, meaning you can have confidence that your data is secure and your privacy is respected.
• Data integrity: By connecting directly through Google’s OAuth system, your emails are transmitted securely, reducing the risk of unauthorised access.

5. Improved customer experience

• Quick access to customer history: With emails linked to customer records, you have a complete history of communication at your fingertips. This allows for more personalised and informed interactions, enhancing your relationship with clients.
• Timely responses: The integration enables faster and more efficient communication, meaning you can respond to customer inquiries quickly, which ultimately leads to higher customer satisfaction.

How to get started with Payaca’s Gmail integration

1. Connect your Gmail account: Simply log in to your Payaca account and visit the connections tab within your profile to connect your Gmail account securely through Google OAuth.
2. Start sending: Once connected, you will find an email icon in the top right of the project page, simply click that, choose your recipients and press send.
3. Get notified when you receive replies: when you receive replies you will be notified in the top right notification bell, clicking this will take you to the project.

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