4 guides
Google Mail Setup (Setting up Google Application)
This article provides a comprehensive guide on setting up a Google Mail App for integration with Halo. It begins by outlining prerequisites, such as the need for a dedicated Google license. The setup process involves creating a project in the Google Cloud console, enabling the Gmail API, and configuring OAuth consent and credentials. Detailed instructions for both Workspace and non-Workspace users are provided. The guide also covers connecting the app with Halo, authorizing access, and configuring mailbox settings, including setting default mailboxes and assigning deletion labels.
Refreshing an Azure Token
This article explains the process of refreshing an Azure token, which is essential for maintaining access between external sources and Microsoft services like Halo. Tokens need refreshing due to expiration from time limits, security changes, or inactivity. The article guides users on checking integration and mailbox errors that indicate token expiration, such as in logs or monitoring tabs. The refresh process involves disconnecting, reconnecting, generating a new application secret in the Azure portal, and signing back in to reestablish the connection, thus renewing the token validity.
Sales Mailboxes - Azure
This article provides a comprehensive guide on configuring and managing Sales Mailbox Integration in Halo. It covers Azure Active Directory setup, connecting and adding mailboxes, enabling the Halo Integrator, and viewing mail through the 'My Inbox' module. The integration is customizable, allowing agents to use personal mailboxes during sales processes within Halo. It also supports mail campaigns and automatic matching of emails to opportunities. Additionally, configuration options include setting override mailboxes for quotations and modifying email chain views for better communication management.
Sales Mailboxes - Google