How do I connect my sales email account to the platform? (Gmail/Outlook)

Connecting your email account to allow sending emails from your CRM. All your email conversations will also appear in the timeline view.

  • Simply navigate to the Sales Hub and select 'Set Up'.
  • ‘Connect’ > Select whether you want to connect a Gmail or Microsoft Outlook account.
  • Click on the relevant button and you will be directed to enter the username and password for the account you want to connect.

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