Email sync (GMAIL and Microsoft)

Tags: integration

See all of your emails in the contact record view, giving you the most comprehensive, up-to-date communication trail possible. There are a few ways to setup your email sync.

Table of Contents:


Note: This is a slow release which means it has not been released to all accounts. Please check our Monthly releases for updates.


Sync setup through your profile

  1. From the top back bar, hover over the person icon and click "Edit My Profile"


  2. Scroll down to "Mail Accounts"

  3. Click "Sync Email Account"

  4. Select with provider you are syncing with and follow the steps to authorize sync


Sync setup from contacts interactive view

  1. Navigate to the Contacts page under CRM

  2. Run a contact search or select a save search

  3. Click the Email tab on the interactive view toolbar under any Contact

  4. Click 'Sync Email Account' button




Sync within the contact record

  1. Navigate to the Contacts page under CRM navigation option

  2. Run a contact search or select a save search

  3. Click on a contact name link

  4. Click on the Tasks tab if it is not already selected & scroll down to the 'Recent Email History' section

  5. Click 'Sync Email Account' 


Complete the Google or Microsoft authentication flow

  1. Click 'Google email' or 'Outlook email' based on what type of account you want to sync


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