Connect your Outlook Email for 2-way sync integration.
Updated: October 21, 2024
What is Two-Way Sync
- Any email sent directly from the integrated email account, so long as the contact existed in Vintory, would automatically pull into the conversation section of the contact.
- All subsequent messages in the email thread will be in sync. Outbound emails sent from your personal email will start reflecting in the CRM and vice versa.
- Please note: Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync over.
Steps to connect
- Navigate to the Settings page. Go to the Profile tab and scroll down to the section titled Email (2-way sync)
- Select Outlook, your email provider & click on Connect
- Complete the authorization by entering your Outlook email ID credentials
- Approve for permissions requested for LeadConnector.
- On the profile page, scroll back down to the section titled Email (2-way sync) to view your email in the connected status.
How does the 2-way sync work between the CRM and your email account?
You would need to send an email to a contact from the CRM to initiate the sync between both platforms.
The first outbound email needs to be initiated from the CRM to establish the sync.
All subsequent messages in the email thread (initiated from the CRM) will be in sync. Outbound emails sent from your personal email will start reflecting in the CRM and vice versa.
An email thread initiated from your personal email will not be in sync with the CRM. Only email threads that were initiated from the CRM will be in sync.
If an outbound email was sent (while the sync was in active state) and later the sync was disconnected from the CRM, the subsequent messages in the thread will stop syncing. This will also stop syncing new outbound emails sent from the CRM.
Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync over.
Other Functionalities
Update Email
This helps users to change their connected email ID to another email ID without disconnecting the previous connection.
New outbound emails sent from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email.
Disconnect Email
This helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not sync between both platforms.
