How to enable Google Email Two-Way Sync Print
What is Email Two way sync?
Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts to send, receive & track emails.
The sync will be established between both platforms when an email thread is initiated from the CRM (first outbound message). All the subsequent emails in the thread will sync between both platforms. This feature is a user-level setting and does not impact other users in the sub-account.
Steps to connect Gmail Two-Way Sync:
Please go to the sub-accounts Settings page. Go to the Profile tab and then the General tab and scroll down to the section Email (2-way sync)
Please Note: You will only see the Profile tab if you are added to the sub account for which you are viewing at that time.
Over there, if you want to use Gmail Two Way Sync, please select Gmail two sync and hit Connect.
It will then prompt you to choose one of the available Gmail Accounts in that browser or ask you to connect a Gmail account; select the one you need; connecting a new account will require you to enter that account’s credentials in the popup that shows up.
Connecting it will then ask you about which permissions you are allowing LeadConnector to have on your Gmail account; make sure to allow all and then hit enable continue:
Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab:
How does the Gmail 2-way sync work between the CRM and your email account?
You would need to send an email to a contact from the CRM to initiate the sync between both platforms.
Please note: The first outbound email needs to be initiated from the CRM to establish the sync.
The sent email will show up in the sent inbox of the integrated Gmail account:
Please Note: Gmail supports only ~500 emails per day and emails beyond that will be unsuccessful.
All subsequent messages in the email thread (initiated from the CRM) will be in sync. Outbound emails from your email will reflect in the CRM and vice versa.