G-Suite

Ravetree offers the following connections with Google:

Gmail
Google Calendar
Google Drive

As a G-Suite Administrator, you MUST first add Ravetree to your "Trusted Applications" list. In order to use Google, you must be white listed on our end as well as yours, and we will need to verify the white list before you can use G-Suite with Ravetree.

Please follow these steps to enable Google Connections:

1) In your G-Suite Admin section, Click "Security", then "Access and data control", then "API controls". Once you're on that page click on the link that says "MANAGE THIRD-PARTY APP ACCESS".

2) Click on the "Add app" dropdown menu and select "OAuth App Name Or Client ID".

3) Now paste this application ID into the SEARCH field:

132106118913-9elmf9j1tpf2u3famav0fgs7jos0giga.apps.googleusercontent.com

4) Next, select "Ravetree":

5) Now, repeat steps 2-4, but this time paste the following application ID into the field:

308071406282-sl9kn5buej9f2r45d80es3h4rnc3jm8h.apps.googleusercontent.com

Ravetree has now been added as a trusted application to your organization.

6) Next, contact support@ravetree.com and send a screenshot similar to the one shown above to confirm that you have added Ravetree as a trusted app.

IMPORTANT: Perform the following steps after you have received a reply from Ravetree support that your integration has been enabled. The integration will not work until you have received a response from Ravetree support.

7) Go back into Ravetree. As an Administrator with access to the Admin section, navigate to the Admin -> Connections page and enable the "G-Suite" switch. This will allow all members in your Ravetree Portal to enable the Google Drive, Google Calendar, and GMail integrations:

8) Next, each user individually, must then go to their "User Settings" page, by clicking on their User Profile picture in the upper right corner and click "My Settings":

9) Click on "Connections" and choose the integration(s) you want to enable. NOTE: You MUST have pop-up blocker disabled in order to continue.

10) A pop-up dialog will appear asking you to allow Ravetree to access your Google Calendar, Email, and Drive. Click "Allow".

Google Calendar Connection

The Google Calendar Connection will allow you to see all your Google Calendar Events in Ravetree, as well as your Ravetree Events in your Google Calendar. Any event you edit in either calendar will be updated in the other.

GMail Connection

The Gmail Connection will allow you to see your email history with each on of your contacts in the Ravetree CRM. You can respond to these email, and you can send new emails. You can also convert an email into a project, work item, or deal.

Google Drive Connection

The Google Drive Connection allows you to attach files from your Google Drive account. This is in addition to our Google Drive upload option (which does not require enabling the G-Suite integrations).