Connect your inbox to the CRM

First, by granting us the access to your inbox, your CRM can locate relevant e-mail conversations and sync them in your CRM, so you always have the full communication history in one place. E-mails that are sent from the platform appear in the CRM and also in your Mail sent folder. There will never be any confusion about where to find which e-mail.

To provide this functionality, we will have access to some information about your e-mails such as e-mail address you are sending from, the e-mail addresses of your recipients, the subject and most importantly the body/content of the e-mail. We will only use that access to power our functionalities. We will never do anything with your data that you do not agree on. It is your data, and we help you to use it better.

You will always be able to delete specific e-mails from your CRM with just a click. You will also have the full power to control from which contacts we sync replies into the CRM. It is all up to you.

This article describes how you can connect your inbox to the CRM. You can also find all Frequently Asked Questions right here. If there are any other open questions, contact us.

Set up your inbox sync

We will now walk you through the setup of the e-mail sync and all its functionalities in detail. If you have a specific question, please check the FAQ´s.

Choose your e-mail connection type

When setting up the e-mail integration, you need to know who hosts your e-mail. If you're not sure who hosts your e-mail, ask your IT department.

Connect your Gmail account
Connect your Office 365 account
Connect your inbox via IMAP (Coming soon)

Connect your Mail account

Go to the settings tab in the left side menu
Open personal preferences
Click on e-mail integration
Choose your software provider
A popup opens with the Mail login
Please log into your Mail account on this page and connect your work e-mail address
You now have to give permission to read and send e-mails from your inbox
After you successfully gave those permissions the popup will close
Now you see the successful connection with your Mail account
At this point, we will sync nothing from your inbox
To start the sync for a specific contact, you can visit contact details and activate it
Also whenever you are initiating a new conversation with a contact, we will ask you if the sync should be turned on

Frequently Asked Questions

Find answers and general information regarding connecting your e-mail inbox to the CRM.

What does connecting an inbox to the CRM do?
What permissions does CleverConnect have when connected to Mail?
What will the CRM sync after I connected my inbox?
How does system find replies after I connect my inbox?
What happens with deleted e-mails after I connected my inbox?
What information is logged/stored in the CRM?
How does CleverConnect handle security with connected inboxes?
What happens after I disconnect my e-mail inbox from the CRM?
Can I connect multiple e-mails with my CRM?

What does connecting an inbox to the CRM do?

After you connect your inbox, all emails from or to a talent, for which the synchronization is switched on, will be stored in the CRM and synced to the Timeline information. Any user that has access to the talent can see the synced confersations.

What permissions does CleverConnect have when connected to Mail

CleverConnect will request to connect to your Mail account when setting up the integration. This is required so that conversations can be synced between the CRM and Mail.

CleverConnect will have permissions to:

Read all resources and their metadata—no write operations (Import communication with a candidate from Mail to the CRM.)
Send messages only. No, read or modify privileges on the mailbox. (Add e-mails sent from the CRM directly to your sent folder in Mail.)

What will the CRM sync after I connected my inbox?

The CRM will only sync messages from your inbox that related to a contacts e-mail address where the sync is activated. We do *not* synchronize any e-mails from your spam folder/archive or trash. Also, you are always in power to control for which leads the sync should happen and for which it should not.

How does system find replies after I connect my inbox?

The system will check your inbox periodically (every 1 minute) for replies/messages from contacts in your CRM, where the sync is active. If the sync is inactive for a contact in your CRM, we will not sync any messages.

What happens with deleted e-mails after I connected my inbox?

Deleted e-mails are not synced (also applies to Trash and Spam/Junk folders), but already synced e-mails will stay in the CRM.

What information is logged/stored in the CRM?

All messages that have been sent from the CRM or that have been synced to the CRM will be stored securely on our servers. This allows us to deal with duplications and further reporting.

What happens after I disconnect my e-mail inbox from the CRM?

All your active sync jobs are stopped, and no further communication will be synced. E-mails that have already been synchronized to the CRM will remain there until you remove them manually.