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
Send and Save emails manually
- Perfect for larger teams or handling sensitive client communication
Full (two-way) email sync
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.
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.
Notes:
- Forward uncaptured emails, to the CRM, 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
Disconnect your email account
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 |
| Send emails individually from Email Page |
| Send emails in bulk |
Send emails individually from a contact
Select the
downward arrow → click
Send email.
Send emails individually from Email Page
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
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.
- Personalize email content by selecting the Edit individually link.
- Look through the individual emails using the left and right arrows.
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.
Note:
- You will be able to see who opened the email by using the Email Open Tracking feature (only available for Business Plan).
How to add a Cc or Bcc email address
Individual Email
Bulk Email
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
