I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!
In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en
Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?
Please let us know where to stored the user entered records are stored in Creatio in the backend.
For example:
The user entered records in Stage A, once the Stage A is completed it will move to next Stage B then where to find the previous Stage A user entered records.
Please double-check all features that are enabled for the machine where IIS server is deployed (according to the Academy article here). Once done, please redeploy on-site application from scratch using clean binary files (which can be received from the support team at support@creatio.com).
It is as a must to use clean binary files (not those that can be provided by support in case you request database backup of some application to deploy it locally, but out-of-the-box files).
Also, please double-check the connection parameters to the database in connection. Since incorrect database connection parameters, the Strings config file can also lead to login issues.
And finally, please check if you haven't specified HTTPS as a redirect method for your application in IIS and if it was appropriately configured in the configuration files.
