Before you connect your email account, you need to add LeadPilot as a trusted app in Google Workspace (also called Whitelisting). This grants the allows the app to connect Google accounts with the necessary access.

If you do not complete this before attempting to connect your mail to LeadPilot, Google will notify you that the app is blocked because it is not trusted yet.

Guide for connecting Google Workspace accounts till LeadPilot:

  1. Check administrator status: Ensure that you are an administrator in Google Workspace. If you are not, send this guide to your Google Admin or IT department.
  2. Open Google Admin Console: Visit https://admin.google.com/ac/owl/list?tab=configuredApps to get to the right section of Google Workspace.
  3. Add LeadPilot as trusted app:
  • In the menu, choose "OAuth App Name or Client ID":
    white2
  • Paste LeadPilot's Client ID in the search field:
    385000117101-5qoecmg2905sd59572ph9s71copotjd9.apps.googleusercontent.com
  • Click "Search" and then "Select":
    Screenshot 2024-04-10 at 09.45.22
  • Make sure "Trusted" is marked for LeadPilot when you complete the following steps.
  • Click "Finish" to complete the process.


After these steps LeadPilot is whitelisted, and you can connect Google Workspace accounts to LeadPilot!

If you encounter any issues during the process, do not hesitate to contact LeadPilot's support at support@leadpilot.com or your IT department for assistance.

 

Technical Details:

  • By adding LeadPilot as a trusted OAuth app, you allow users to connect their Google accounts to LeadPilot. Google does not offer granular whitelisting of permissions when the app is added as a trusted app, but access must always be approved by the user upon connection and is limited to the permissions below. You can read more about the access and why it is required here:
    /auth/gmail.send – Send emails on your behalf
    /auth/gmail.readonly – View your emails and settings
    /auth/contacts.readonly – Not used in the current version, being phased out
  • SPF, DKIM, DMARC: Since LeadPilot connects to an existing email account, no LeadPilot-specific configuration of SPF, DKIM, or DMARC is required beyond what is already set up. If this is not set up for your domain, we strongly recommend it as it ensures mail delivery and protects the email domain.
  • Email provider integration is provided by Nylas to guarantee a security standard that meets requirements for SOC 2 Type II and ISO 27001. You can read more about Nylas here.
  • Since LeadPilot is not offered to private individuals (Gmail), Google does not require the app to be verified, and this whitelisting can be used instead of undergoing a costly verification process. We offer verification for Enterprise customers upon request. Verification costs range from approximately $15,000 to $75,000.
  • Please note that access is limited to account-specific permissions. If more granular access is desired, we recommend using LeadPilot via a specific email account intended only for LeadPilot and configuring forwarding of responses to the user's primary email account.

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