You can easily sync your current email accounts with GoCRM. Supported email services include Google Mail (Gmail), & G Suite. Microsoft Office 365, and IMAP integrations are coming soon.
After syncing, emails exchanged with your contacts in Gmail will be pulled into GoCRM and associated with contacts based on their email addresses.
Syncing Your Email
Email Syncing is managed from Profile > Email (open the Profile menu from the user drop-down menu on the upper right, then select Email).
Click on the Connect Email account button underneath the integrations section.
After you will be asked to select your platform of choice.
Next enter your details and select connect. If this has been done properly you should now see your email, with the status Sync Working.
Disconnect Email
You may remove this integration in the future by selecting the disconnect button.
How to View Synced Emails
Synced emails are available on the Communications menu in GoCRM. To view synced emails, click on the Mail icon. Please keep in mind only emails exchanged with your contacts in Gmail will be pulled into GoCRM and associated with contacts based on their email addresses.
