Connect Your Personal Email Inbox

Managing client communication across different email accounts can be challenging. You can simplify this by connecting your personal Gmail or Outlook inbox directly to your CRM. This two-way sync brings all your email conversations into one unified view within the platform, ensuring you never lose track of an important message.

How to Connect Gmail or Outlook

To link your personal email account, follow these steps:

1. Navigate to Settings, then go to My Profile.
2. Find and select the Email (2-way sync) option.
3. Choose either Gmail or Outlook and click the Connect button.
4. A new window will open. Follow the on-screen prompts to grant the necessary permissions to your CRM. This process is secure and only establishes a connection for email synchronization.

Once connected, you can begin sending and receiving emails directly through the CRM interface.

Using Your Connected Email

With your inbox linked, you can manage conversations without leaving your CRM. Here’s how to send a new email:

1. Go to the Conversations section of your CRM.
2. Click the Create New Message button (typically represented by a pencil-on-paper icon).
3. Select the Direct Message option.
4. Choose the contact you wish to message and click Continue.
5. In the composer, your connected personal email address will automatically appear in the From field.

All emails sent or received through this method will sync in both directions between your CRM and your personal inbox, keeping your communication history complete and up-to-date in a single location.