Email Sync

Email Sync


Email sync allows you to connect your email account with Twozo, enabling seamless sending and receiving of emails directly from the CRM. It automatically logs emails under relevant contacts, deals, and companies for a centralized communication view.

  1. Navigate to the Admin Settings by clicking the Settings icon in the main menu.

    

  1. In the admin settings, locate the Emails section and click Email Sync to open the email sync page.

  1. Click the + Connect Email Account button to begin connecting your email.

  1. Select your email provider either Gmail or Microsoft Outlook from the dropdown menu and click Connect.
  2. You will be redirected to the provider's verification page. Enter your email address to authenticate the connection.

  1. Follow the prompts to authorize the email connection. Once verified, the status will change to Authorized.
  2. Click Sync to start syncing your emails. The status will show Syncing, and once completed, it will display as Active with the sync time.

  1. To stop syncing, click Stop Sync next to your email. A confirmation will ask Are you sure you want to stop syncing emails from [email]?. Click Stop Sync to confirm, or Cancel to retain the sync.


Notes

Note: Stopping sync will not delete previously synced emails.


Sync Settings

The Sync Settings in Twozo CRM for emails allow you to customize how your email interactions are handled, ensuring seamless integration between your email provider and the CRM. Here’s a breakdown of the available options:

Emails

  1. Only sync emails from related contacts: Sync only emails linked to contacts in Twozo.
  2. Sync emails with default label: Sync all emails with the default label. (Inbox and Sent are default).
  3. Sync emails with specific labels: Choose labels like Inbox, Sent, Archive, or Draft. 


NotesNote: At least one label must be selected. You cannot remove all labels in this field.


Archive or Deletion

  1. Archive in email client when archiving in Twozo: Archiving emails in Twozo will also archive them in your email provider.
  2. Delete in email client when deleting in Twozo: Deleting emails in Twozo will also delete them from your email provider.



Import Past Emails

This option allows you to select a timeframe to sync past emails:

  1. Last One Month: Sync emails from the last month.
  2. Last Three Months: Sync emails from the last three months.
  3. Last Six Months: Sync emails from the last six months. 

After selecting the desired timeframe, click Sync to begin the import process.





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