• Rebekka Joachimsen

Sync your email in Infusionsoft by Keap

Email sync (GMAIL and Microsoft)

See all of your emails in the contact record view, giving you the most comprehensive, up-to-date communication trail possible. There are a few ways to setup your email sync.


Sync setup through your profile

From the top back bar, hover over the person icon and click "Edit My Profile"



2. Scroll down to "Mail Accounts"


3. Click "Sync Email Account"


4. Select with provider you are syncing with and follow the steps to authorize sync



Sync setup from contacts interactive view


1. Navigate to the Contacts page under CRM




2. Run a contact search or select a save search






3. Click the Email tab on the interactive view toolbar under any Contact




4. Click 'Sync Email Account' button




Sync within the contact record


1. Navigate to the Contacts page under CRM navigation option




2. Run a contact search or select a save search



3. Click on a contact name link



4. Click on the Tasks tab if it is not already selected & scroll down to the 'Recent Email History' section



5. Click 'Sync Email Account'




Complete the Google or Microsoft authentication flow


1. Click 'Google email' or 'Outlook email' based on what type of account you want to sync




2. Choose the account you want to sync




3. Click 'Allow'


4. Done!




Source:

https://help.infusionsoft.com/help/email-sync-gmail-and-microsoft

Pine3Marketing

Established 2019

South Africa

Copyright 2019

Office

9th floor

38 Wale Street

Cape Town, South Africa

Connect

  • Instagram - Black Circle
  • Linkedin - svarta cirkeln
  • Facebook