Email Sync

Connect your email account like Gmail to send & receive emails from Sales Simplify dashboard, track opens & clicks, and sync all conversations to contacts.

Email Sync:

“Sync email” is short for “synchronize email.” It means that you set things up so that you can work with your email in multiple locations or accounts. For example, you could sync your Gmail between your regular Gmail account and the mail app on your smartphone.

If you sync the Email with Sales Simplify, you'll always have a clear picture of all conversations, this way, you can keep track of you and your team's emails with your leads. In sales simplify we provide an option to sync the Email.

How to setup Email Sync: -

Step 1 - We can Sync the email here Profile setting Dropdown->Profile setting->Email Sync.

Step 2 - If you have Gmail click on " Sign in with Google " and if you are using a non Gmail account you can click on " + Other Account ". After which enter your email address and click continue. You can connect any email provider to our platform.

Click here to setup your Gmail account on Sales Simplify

Step 3 - After filling in your email and password, you will be redirected to as shown below. Don't be alarmed, you can click on advanced and click " Go to Sales Simplify ".

Step 4 - After Email is synced, it will redirect you to the below page.

If you feel that you may have many open deals with the same email recipient in Sales Simplify, it may be more efficient to choose Link emails manually only, to prevent any confusion.

The email sync is a 2-way sync wherein, you can send/receive emails in the platform and your connected mail inbox. It allows you to track opens and click. All Emails will be recorded in the module it was send from, for example; If you have send it from the Leads, all your emails will show in the particular lead it was send from.

If the password of your email is changed, you will need to re-authenticate with Sales Simplify to access the Email function.
When re-authenticating your email, it should be with the same email as before or else previous emails will not be visible for security reasons.

How to send and receive emails?

Step 1 - Once the email is synced, you can go to any modules such as Leads, Deals, People or Companies and click the email section in the popover view of your contacts.

Step 2 - In the email composer, you will have the email address automatically placed but if you would like to add Cc or Bcc you can add it as well.

Step 3 - You can write a fresh text for your email, pick from any templates or you can paste as HTML code. You can add attachments and variables to your email.

Step 4 - You can add your signature and send your email.

You can view your previous emails in the Linked Emails section below the composer.

How to create Templates in Email Composer?

Step 1 - Click the template dropdown and click " + Add Template ".

Step 2 - In the template section, you will need to add New Folder to save your Template. Click the button "+Add ", in the dropdown click " New Folder", enter the folder name and save it.

Step 3 - You can fill in the details mentioned below after which click the button " Save " and your template is ready.

  • Template Name - Assign any name for your templates so you can easily identify.

  • Folder - Select the saved template folders to group your templates

  • Subject - The subject of your email template

  • Body - You can paste your content in as HTML script or write it in.

Step 4 - In the email composer you can click the template you have created and send your email.

How to create Signature in Email Composer?

Step 1 - Click the signature icon and click " + Add Signature "

Step 2 - Give a name for the signature and fill in the details in body.

Step 3 - Click save and you can mark it as default.

Did this answer your question?