The Intelligence Platform can be configured to retrieve Google email and calendar and drive information. As an Intelligence Team Owner, you must perform the following steps to initially configure the Google integration for your team.
Once this integration is configured, each of your team members must log into the Intelligence Platform and authorize Intelligence to access their Google account unless you set the Google integration up as a Service account, which allows Intelligence Admins to maintain a single connection to Google to sync emails and to manage service account users. If the integration is set up as a service account, individual users will not have to complete the integration process dictated in Step 6.
You can find information on the permissions that you accept to complete the integration at the end of this article.
The integration configuration steps are as follows:
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Mediafly users: Go to Administrative Settings > Report Management, proceed to step 2.
Revenue Intelligence only users, begin with step 2. -
Click Settings in the left nav, then click All Integrations under the Integrations tab in the settings menu. Then click on the Google integration to open its settings.
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Click the app to navigate to the Connection Settings tab, then click "Enable"
🚨 WARNING🚨Do NOT check "Poll primary integration only", checking this option will result in only the primary user's emails being synced.
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Activate your connection by clicking My Connection (or use this link). Then click activate. Click Allow when prompted for access to your Google Account.
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You can now have your team members log in to the Intelligence Platform and authorize Intelligence to access their Google accounts unless the integration is set up as a Service Account where Intelligence Admins will maintain a single connection to Google to sync emails and to manage service account users.
OAuth Permissions
When accepting OAuth permissions in the integration process, you will see a dialogue displaying the permissions being agreed to. Below we've translated them directly from Google's OAuth 2.0 Scopes for Google APIs to make them a little more readable. These permissions apply to any user invited to the Intelligence platform to analyze their email and calendar's impact on winning deals.
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What you see... |
What it means... |
Why we need it... |
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Read email |
View your email messages and settings |
This is the main permission required for email ingestion granting us "Read access" to emails. |
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Send email |
Send email on your behalf |
Some functions of Mediafly Intelligence allow you to send emails from our app. We will NEVER send an email without your permission. |
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Read calendar |
See, edit, share, and permanently delete all the calendars you can access using Google Calendar |
This is the main permission required for meeting ingestion granting us "Read access" to calendar. |
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