To create an app-specific password for your Gmail account consists of two steps:
- Step 1: Set up Gmail as an outgoing server
- Step 2: Create an app-specific password for Gmail
Follow these steps to set up Gmail as an outgoing server and create an app-specific password:
Step 1: Setting up Gmail as an outgoing server
- Log in to the CRM.
- Go to the Email Settings page in Vtiger CRM.
- Select the Server Type as Gmail under Mail Server Settings (SMTP).
- Click the Create App-Specific password option to create an app-specific password to configure Gmail as the email outgoing server for Vtiger CRM.
Step 2: Create an app-specific password
Using app-specific passwords is a more secure method of enabling Gmail as the out-going server. To create an app-specific password, you will have to first enable the Gmail 2-step verification process.
Step 2a: Enabling 2-Step Verification
Follow these steps to enable the 2-step verification for your Gmail account:
- Login to your Gmail account.
- Go to the Profile icon.
- Click Manage your Google Account.
- Select Security on the left-hand side of the screen. You will be directed to the Gmail Security page.
- Look for Signing into Google.
- Click 2-Step Verification. You will be directed to the 2-Step Verification process.
- Click Get Started. The Gmail verification screen will appear.
- Enter your Gmail password.
- Click Next.
- Under Let’s set up your phone, enter your phone number.
- Choose the method you want to get the code: Text message or Phone call.
- Click Next.
- Enter the verification code that you have received on your given phone number (or email).
- Click Next.
- Click Turn On.
The 2-Step Verification field will now show as enabled on the Security page on your Gmail.
Step 2b: Create an app-specific password
- Go to Mail Server Settings (SMTP)
- Click Create App-Specific password. You will be directed to your Gmail login screen.
- Login to your Gmail account.
- You will be directed to the App passwords screen.
- Select the app and device you want to generate the app password for. You will be directed to the Generate app password window, where the app password is generated.
- Copy the generated app password.
- Click Done.
- Go back to Mail Server Settings (SMTP) on the Email Settings page on CRM.
- Paste the generated app password in the Password field.