Connecting your email account with Oversee enhances your ability to manage communications and automate workflows directly through the platform. This guide will show you how to integrate your Gmail or Outlook email with Oversee, ensuring that all your email interactions are seamlessly synced with your Oversee activities.
Step 1: Navigate to Email Integrations
To begin, access the Email Sync options by navigating through the left navigation bar. Click on "More", then "Integrations", and finally select the "Email" tab.
Step 2: Integrate with Gmail or Outlook
Within the Email tab, you will find the option to "Integrate with Gmail/Outlook". Click on this button to initiate the email integration process.
Step 3: Connecting Your Email
You will be prompted to enter your email address. Type in the email address you wish to connect and click on "Connect my email".
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.
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.