We are excited to announce that upon receiving approval from Google, this feature is now available for all users.
Users can connect their personal or workspace Gmail accounts and Sync Outgoing & Incoming emails between the CRM and Gmail accounts.
Users can use their personal or workspace 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 be in sync between both platforms.
This feature is a user-level setting and does not impact other users in the sub-account.
Sender Domain mapping for different types of Emails:📧
- Individual Email: When connecting a personal email account (Gmail), the Gmail email ID will be used as the sender domain for individual emails sent by the user.
- Bulk Email: If the user enters their personal email ID (post connection) under the “From Field”, the user email ID will be considered as the sender domain for the bulk emails. If the field is kept blank, it will consider the sub-account level provider as the sender domain.
- Bulk Email: If the user enters an email address that differs from the personal email address connected (Gmail), the sub-account level provider will be used for sending emails.
- Workflow & Automation: Delivery of emails will continue from sub-accounts.