Introduction

Integrating CaterZen with Google allows you to manage emails, sync calendars, and automate email forwarding. This guide covers how to connect Gmail, sync Google Calendar, and set up email auto-forwarding.

Connecting Account to Gmail/Google Calendar

  • When logged in, click on the Red Google Not Connected Tab beside your name.


  • You will be redirected to the Google Integration Settings Page.
  • Click Copy beside "Your forwarding address"

    

Set Up Auto-Forwarding for Emails

  • Log in to your Gmail account in a separate internet tab.
  • Follow these steps to Set Up Auto-Forwarding for Emails
  • Click on the Settings Gear Icon → See All Settings.


  • Go to the Forwarding and POP/IMAP Tab.
  • Click Add a Forwarding Address.
  • Paste in the CaterZen-provided forwarding email address you copied.
  • Click Next, then Proceed on the following screen. 

    

  • In your CaterZen account, Refresh the page and then click Click here to confirm the forwarding address.

  

  • A Gmail Confirmation will pop up, click Confirm
  • You will receive a Confirmation Success Message
  • Return to your Gmail account and Refresh your browser.
  • Click on the Settings Gear Icon → See All Settings.
  • Click the Forwarding and POP/IMAP or Forwarding tab.
  • In the "Forwarding" section, select Forward a copy of incoming mail to.
  • Choose what you want to happen with the Gmail copy of your emails.
    • It’s recommended you select Keep Gmail's copy in the Inbox.
    •    
  • At the bottom of the page, click Save Changes.       

Connect to Google

  • Check the Yes for Gmail (Sending)
  • If you also wish to connect your Google Calendar, check Yes. (You can do this at a later time.) 
  • Click Connect.

        

  • A pop up will appear. Click your Gmail account

     

  • Another pop up will appear to sign in. Click Continue.

    

  • Check the box to Send email on your behalf and See, edit, share and permanently delete all Calendars...(if connecting Google Calendar, as well) 

    

  • Scroll down and click Continue.
  • You will now see green confirmation boxes "Your Google Integration has been enabled" and "You are currently connected to Google".


Sync Google Calendar

  • Choose a Start Sync Date by clicking the Calendar Icon and selecting the date.
  • Check the activities and order types (below email signature) you want to sync to your Calendar.
  • Set Activity & Order Type Colors for easy distinction on your calendar.

     

  • Click Start Sync.

     

  • Click Save Google Settings.
  • Refresh your browser and check your Google Calendar for synced events.


Adding an Email Signature 

You can choose to type a plain‑text signature or insert an image. Follow the steps below to add an image‑based signature: 

  • To add a image: click on the Image icon.

      

  • Click on the Upload tab.
  • Click Choose File, browse to your JPG (or JPEG) on your computer, and select it 

      

  • Click Send to Server. Wait for the upload to complete—your image preview and properties will appear. 
  • Adjust Image Size: In the properties panel, set Height to 150 px (the Width will scale automatically to maintain proportions).
  • Click OK to insert the image into the signature field.
  • Verify that the image displays correctly in the Email Signature box, then click Save Google Settings again.

       

Access Google Settings for Revisions

If you need to update your email signature, Google Calendar colors, or any other integration settings, just click the green Google Connected button next to your name in the top left corner to reopen the settings menu. 

Conclusion

By integrating Google services with CaterZen, you enhance efficiency in email communication, calendar scheduling, and task management. Following these steps ensures seamless syncing between your CRM and Google tools.

Get in touch with our CaterZen Support Team for further assistance.

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