With the 2-Way Sync for Outlook, users can seamlessly link their Outlook account with the CRM and sync emails to and from both platforms. This creates a connection between the two when an email is first sent out from the CRM, and all subsequent emails in the thread will be in sync between both platforms.
Navigate to the Profile tab and scroll down to the section labeled "Email (2-way sync)."
Select Outlook as your email provider and click on Connect.
Complete the authorization process by entering your Outlook email ID credentials.
Approve the permissions requested for LeadConnector.
On the profile page, scroll down to the "Email (2-way sync)" section to view the status of your email connection.
Users can change their connected email ID to another one without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. However, upcoming messages in the previously connected email ID (in the same thread) will stop syncing between the CRM and personal email.
Users can disconnect their connection and stop the sync with the CRM. After disconnecting, emails or messages will not sync between both platforms.
To initiate the sync between the CRM and your email account, you need to send an email to a contact from the CRM. The first outbound email must be initiated from the CRM to establish the sync.
PLEASE NOTE:
- All subsequent messages in the email thread that are initiated from the CRM will be in sync.
- Outbound emails sent from your email will start reflecting in the CRM, and vice versa.
- An email thread initiated from your email will not sync with the CRM. Only email threads formed from the CRM will be in sync.
- If the sync between the CRM and Outlook is disconnected after an outbound email was sent, subsequent messages in the thread will stop syncing. This also applies to new outbound emails sent from the CRM.Please note that attachments up to 3 MB in size are supported for sync. Attachments larger than this size will not be synced. The supported file types include JPG, JPEG, PNG, MP4, MPEG, ZIP, RAR, PDF, DOC, DOCX, and TXT.
The sender domain mapping works as follows for different types of emails:
Individual Email: When connecting a personal email account (Outlook), the Outlook email ID will be considered as the sender domain for the emails sent by the user for individual emails.
Bulk Email: If the user enters their email ID (after setting up the two-way sync) under the "From Field," their email ID will be considered the sender domain for bulk emails. If the field is left blank, the sub-account level provider will be considered the sender domain.
Workflow & Automation: Emails will continue to be sent from sub-account level providers.