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.
In this article:
| Full Email Sync vs. Manual Email Logging |
| Connect email to CRM |
| Apply OnePageCRM label |
Full Email Sync vs. Manual Email Logging
Jump up to Article's Overview ⮝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 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)
Connect email to your CRM
Jump up to Article's Overview ⮝
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
Apply OnePageCRM label
Jump up to Article's Overview ⮝In OnePageCRM, if you have selected Apply "OnePageCRM" label, any emails to/from contacts that are synced to OnePageCRM will receive this label in your own email client.
To apply this label click on your User/Profile icon → Apps and Integration → under Communication Apps select Email → in the Configuration tab scroll down to Apply "OnePageCRM" label in Gmail/Outlook365 to each synced email.
Note: Manually removing this label from your own email client will not delete it from OnePageCRM.
