Connecting the CRM to your email account will allow you to view data collected by the platform alongside your email correspondence.
To connect a Gmail or Outlook account, you can follow the steps below:
- Submit a ticket through the Support Portal to enable this feature
NOTE: The support team will confirm for you when this is enabled, and you can take the remaining actions.
- Select Accounts from the left menu
- Click an Account Name
- Once you have connected your email to a single account, it will apply to all accounts
- Select the Engagement tab
- Click Connect Email
- Choose whether you would like to connect with a Google or Outlook account
- You will be prompted to provide your login credentials and connect
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