Connecting your email account to Oversee allows you to send personalized campaigns, track emails, and manage communications directly from the platform. This guide will walk you through the process of integrating your Gmail or Outlook account in a few easy steps.
Step 1: Access the Settings
To start, navigate to the "Settings" tab located in the bottom left corner of the dashboard. Under the "Integrations & Data" section, you will see an option labeled "Email" for connecting your email account.
Step 2: Integrate with Gmail or Outlook
Once on the "Email Integration" page, click on the “Integrate with Gmail/Outlook” button to initiate the connection process
Step 3: Connecting Your Email
You’ll be prompted to enter the email address you wish to connect. This can be a Gmail or Outlook email address. After typing in your email, click the “Connect my email” button to proceed.
Step 4: Email Provider Authentication
After entering your email, choose your email provider. You can connect either your Gmail or Microsoft Outlook account.
For Gmail: Click on "Sign in with Google" and proceed to log in with your Google account. Ensure to grant all the necessary permissions to allow Oversee to access your email.
For Outlook: Click on "Continue" under Microsoft Office 365 and log in with your Microsoft account. Similarly, make sure to provide all required permissions.
Step 5: Complete the Authentication
Follow the on-screen instructions to grant Oversee access to your Gmail or Outlook account. Make sure to allow all necessary permissions to ensure full functionality of email features within Oversee.
Step 6: Verify Your Connection
Once connected, return to the Oversee dashboard, where your email account should now be fully integrated. You can confirm this by checking the "Email Integration" section in Settings, where your connected account details will be displayed.
Conclusion
Once you have authenticated your email provider and granted the necessary permissions, your email will be connected to Oversee. This integration allows you to track email communications within Oversee, align emails with leads and campaigns, and improve your overall workflow efficiency. Manage your emails directly from Oversee to enhance your productivity and ensure no communication is missed in your sales processes.
Frequently Asked Questions
Is the email integration with Oversee a two-way sync?
Yes, the email integration with Oversee is a two-way sync. This means that all emails sent from your connected email account will appear in the 'Sent' folder of both your email client and Oversee. Additionally, all incoming emails will be visible in both your email client and Oversee, ensuring that you have consistent and comprehensive access to your email communications across both platforms.
Will emails sent from Oversee appear as if they are sent from my personal email address?
Yes, emails sent through Oversee using the synced email account will appear as if you are sending them directly from your personal email. Oversee does not use its own email services to send these emails, which maintains the personal touch of your communications and ensures that your emails are received without being flagged as automated or promotional, fostering a more personal connection with your contacts.