Connect and sync emails to your CRM

Email integration is an important feature of any small business CRM.

Connecting your email account with OnePageCRM will ensure that all incoming and outgoing email conversations are automatically stored in your CRM account.

Full Email Sync vs. Manual Email Logging

There are two options to connect your email account to OnePageCRM.

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 retrieve 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 retrieve email history from your client (Business Plan)

Connect email to your CRM

Jump up to Article's Overview ⮝

Click on your User/Profile icon → Apps and Integration → under Communication Apps select Email.

Apps and Integrations | Communication Apps | Email

Under the Configuration tab, select Connect.

Email sync | Configuration settings page | Connect button at the bottom

Select your email client provider from the dropdown → Next.

Gmail / Google Apps mail

Outlook / Office 365 mail

Email sync | Choose your email client

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.

This email sync can be turned off for individual contacts.

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 unique Email Capture address.

Email sync | Choose your connection type

Enable the Email Capture Address to be added automatically to outgoing — especially handy when using the Send and Save Manually option.

Email sync | Configuration tab | enable Email capture address automatically

💡 Forward uncaptured emails from new contacts using your Email Capture address.

💡 Save emails using the OnePageCRM Lead Clipper, see here.

💡 All captured emails in the CRM are visible to all Users, including attachments on emails

Apply OnePageCRM label

Jump up to Article's Overview ⮝

Enable automatic labeling of incoming and outgoing emails with OnePageCRM to show they’re stored in the CRM.

Click on your User/Profile icon → Apps and Integration → under Communication Apps → select Email → under the Configuration tab scroll down to Apply "OnePageCRM" label in Gmail/Outlook365 to each synced email.

Email sync | Configuration tab | label stored emails in your email client

💡 Manually removing this label from your own email client will not delete it from OnePageCRM.

Connect and sync emails to your CRM

In this article:

Full Email Sync vs. Manual Email Logging

Connect email to your CRM

Apply OnePageCRM label

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