Email Sync for Gmail and Outlook 365 only

Email is an important part of the sales process. Connecting your email account with OnePageCRM's Email Sync will ensure all incoming and outgoing email conversations will be automatically stored in OnePageCRM.


Connect your email account to the Email sync

There are two options to connect to the OnePageCRM Email sync

Full two-way email sync - Perfect for small teams in a fully shared environment
  • Automatically log all emails for OnePageCRM contacts
  • Send emails directly from OnePageCRM (individually and in bulk)
  • Sent emails go through your email client for maximum deliverability
  • Track email opens and retrieves email history from your client (Business Plan)
    • Send and Save emails manually - Perfect for larger teams or handling sensitive client communication
  • Manually save email messages from Gmail/Outlook 365
  • Send emails directly from OnePageCRM (individually and in bulk)
  • Sent emails go through your email client for maximum deliverability
  • Track email opens and retrieves email history from your client (Business Plan)

    • 1
    To connect to either email sync go to your User/Profile icon → Apps and Integration → under Communication Apps select Email.

    Apps and Integration Page

    2
    Under the Configuration tab, select Connect.

    Email Configuration tab l Connect

    3
    Select your email client provider from the dropdown: Gmail / Google Apps mail or Outlook / Office 365 mail →  Next.

    Connect your email Client pop-up window

    4
    Choose your connection type → click on Connect:

    Full (two-way) email sync
  • Any incoming or outgoing email (sent via your email client or the CRM) will be captured automatically, if there are no sync errors. (link to sync errors)
  • This email sync can be turned off for individual contacts. (link to HA)
    • Send and Save Manually
  • Outgoing emails, sent via the CRM, are automatically captured.
  • You can store outgoing or incoming emails to your email client, by using your individual Email Capture address. (Link to email capture address)

    • Select Connection Type

    Note: The OnePageCRM label will be automatically selected when your email is connected. This allows for emails to be labeled as "OnePageCRM" in your email client helping you recognize which emails have been stored within the CRM.

    Apply

    You can also choose to enable the Email Capture Address to be included automatically in outgoing emails to forward them to the CRM. This is useful when you connect to the Send and Save Manually sync option.

    Automatically include Email Capture Address

    Notes:

    • Forward uncaptured emails, to the CRM, using your Email Capture address. (link to email capture address)
    • Save emails using the Lead Clipper, see here. (link to Lead clipper)
    • All captured emails in the CRM are visible to all Users, including attachments on emails

    Disconnect your email account

    1
    Go to your User/Profile icon → Apps and Integration → under Communication Apps select Email.

    Apps and Integration Page

    2
    Under the Configuration tab, select Disconnect.

    Disconnect Email sync

    Notes:

    Once you disconnect, you will have the option to connect again and choose a different email client or connection type.

    How to send emails to your contacts

    Send emails individually from a contact

    Select the  downward arrow → click  Send email.

    Contact Page l email address dropdown

    Send emails individually from Email Page

    1
    Go to your Email Page → click New Email.

    Email Page l New Email

    2
    Add the contact email address in To: field.

    Contact email address

    Notes:

    • If the email address is associated with a contact in your CRM, it will be shown in a dropdown to choose from.
    • If the email address is not yet associated with a contact in your CRM and is valid, you will need to add them as a contact, before sending the email.
      • The contact can be created directly from the new email, by clicking on the blue plus (+) sign.
    • Bulk emails cannot be sent from the Email Page

    Send emails in bulk

    1
    Select the appropriate contacts using the bulk selector or individual contacts by selecting the checkbox beside their name → under Message select Send email....

    Note: You can also select contacts from any of the filters to the left of your Action Stream including tags, status, lead sources or filters.

    Send message in bulk

    2
    In Step 1: Create master email and preview, type your email message or choose a Template.
    Note: Variables appear in red text and will automatically populate for each contact.
    3
    Click Preview to view the emails.

    Preview email message

    4
    In Step 2: Preview emails with option to tweak you can:
    • Personalize email content by selecting the Edit individually link.
    • Look through the individual emails using the left and right arrows.
    Click Send All once you are happy with your email messages.

    Edit bulk emails individually

    Notes:

    • Emails sent in bulk are received as individual emails to each contact. They will not be able to see each other's email addresses.
    • There are email send limits associated with the number of bulk emails you can send per 24 hours/user:
      • With the Legacy plan  (signed up before December 2020), you can send up to 200 emails per user/day.
      • With the Professional plan, you can send up to 250 emails per user/day.
      • With the Business plan, you can send up to 450 emails per user/day.
    • You can send up to 30MB per email in attachments.
    • You can use variables in the subject line of your templates to include first name, last name, company, etc.
    • If you choose to 'open in your email client', your email signature will lose its formatting as Mailto links do not support HTML.

    To view your sent Bulk emails, open the Email Page → go to the Sent folder on the left-hand side of the page.


    Click on the dropdown arrow to view the list of contacts you emailed. You can also click on each email to view it separately.

    Email Page l Sent Folder l Bulk email

    Note:

    • You will be able to see who opened the email by using the Email Open Tracking feature (ADD LINK) (only available for Business Plan).

    How to add a Cc or Bcc email address

    Individual Email

    1
    When sending an individual email → click on the Cc/Bcc link in the grey banner at the top on the right-hand side of the email.

    Cc/Bcc field button

    2
    This will open the Cc and Bcc field and you can add in the email addresses as needed.

    Cc/Bcc field

    Bulk Email

    1
    When sending a bulk email in "Step 2: Preview emails with option to tweak" → click on Preview → Edit individually?.

    Edit individually button

    2
    Click on the Cc/Bcc link in the grey banner at the top on the right-hand side of the bulk email.

    Cc/Bcc field button

    3
    This will open the Cc and Bcc field and you can add in the email addresses as needed.

    Cc/Bcc field

    Notes:

    • The Cc/Bcc email will need to be added for each bulk email individually.
    • You can Cc/Bcc as many emails as you require.
    • At least two characters are needed to get suggestions for email addresses saved in the CRM for your contacts.

    How to move one email to another contact

    1
    Open the contact → scroll down to the contact's Activity timeline → Emails → Show email.

    Contact Activity Timeline l Show email

    2
    Click Reassign.

    Reassign email

    3
    Type the contact or organization name in the Assign email to field → select contact → Assign.

    Reassign email l select contact

    4
    The email will be moved to the new contact and can now be found in their Activity timeline.

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