Two Way Email Sync for Outlook

Email Two Way Sync is a feature that allows the synchronization of emails between the CRM and an email client, in both directions. Any email sent, received, or updated in one platform is automatically synced with the other, ensuring that all relevant data is available in both places. Using 2-Way Sync for Outlook, Users can link their Outlook account with the CRM and sync emails to and from both platforms.

Steps to connect

In a sub-account, go to "Settings" > "My Profile" tab and scroll down to the section "Email (2-way sync)"

Select Outlook, your email provider & click on Connect.

Complete the authorization by entering your Outlook email ID credentials.

Approve for permissions requested for LeadConnector:

In "Settings" > "My Profile" scroll down to the section "Email (2-way sync)" to view your email in the connection status.

How does the 2-way sync work between the CRM and your email account?

Once the 2-way sync is connected (Gmail or Outlook):

When you initiate an email from the CRM, the email thread and its subsequent messages will be in sync between both platforms (CRM & Outlook).
If you receive a new email in your inbox (Outlook) from an existing contact in the CRM, the email will automatically sync into the CRM along with the subsequent messages in the thread.
If you are sending a new email from your inbox to a contact that doesn’t exist in the CRM and you would like the email to be in sync with the CRM, use the BCC address in the Cc or Bcc field in your composer and send the email. By doing so, a new contact will be created in the CRM, and the email will be in sync between both platforms.

All subsequent messages in the email thread (initiated from the CRM) will be in sync. Outbound

emails sent from your email will start reflecting in the CRM and vice versa.

Please note

Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync over.

Supported file types: JPG,JPEG,PNG,MP4,MPEG,ZIP,RAR,PDF,DOC,DOCX,TXT

Other functionalities

Update Email: This helps users change their connected email ID to another one without disconnecting the previous connection.

New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email.

Disconnect Email: This will disconnect their connection and stop the sync with the CRM. Once disconnected, emails or messages will not sync between both platforms.