Connecting your email account to SalesSheet.ai allows you to send, receive, and track emails directly within your CRM. This integration eliminates the need to switch between multiple applications and ensures all your customer communications are automatically logged and synchronized.
SalesSheet.ai supports both Gmail and Outlook email accounts using secure OAuth authentication. This means we never store your email password, and you can revoke access at any time from your email provider's security settings.
Antes de Comenzar
- An active SalesSheet.ai account
- Access to your Gmail or Outlook email account
- Administrative permissions to authorize third-party applications (check with your IT department if using a work email)
Navigate to Email Settings
From your SalesSheet.ai dashboard, click on the Settings icon in the top-right corner of the screen. In the left sidebar menu, select "Email & Calendar" to access your email connection options. You'll see a section labeled "Connected Accounts" where all your email integrations are managed.
If this is your first time connecting an email account, you'll see a prominent "Connect Email Account" button. Click this button to begin the authorization process.
Choose Your Email Provider
A modal window will appear asking you to select your email provider. SalesSheet.ai currently supports Gmail (including Google Workspace accounts) and Outlook (including Office 365 and Microsoft 365 accounts).
Click on the logo or button corresponding to your email provider. You'll be redirected to your email provider's secure authorization page where you'll log in using your standard email credentials.
Authorize SalesSheet.ai
On the authorization page, you'll be asked to grant SalesSheet.ai permission to access your email. The permissions requested include the ability to read, compose, send, and manage your email messages. These permissions are necessary for features like email tracking, sending emails from within the CRM, and automatically logging conversations.
Review the permissions carefully and click "Allow" or "Grant Access" to proceed. SalesSheet.ai uses industry-standard OAuth 2.0 authentication, which means your password is never shared with our application. You can revoke access at any time through your email provider's security settings.
Configure Sync Preferences
After authorizing access, you'll be redirected back to SalesSheet.ai where you can configure your email sync preferences. These settings control how your email integrates with the CRM.
Choose whether to sync existing emails from the past 30 days, 90 days, or start fresh from today. You can also enable automatic email logging, which creates activity records for all emails sent to or from contacts in your CRM. Enable "Track email opens" if you want to receive notifications when recipients open your emails.
Configure your signature settings and choose whether to use your existing email signature or create a new one specifically for SalesSheet.ai. You can always modify these settings later from the Email Settings page.
Verify Your Connection
Once you've configured your preferences, click "Complete Setup" to finalize the connection. SalesSheet.ai will perform a test connection to ensure everything is configured correctly.
You should see a success message confirming that your email account has been connected. Your email address will now appear in the "Connected Accounts" section with a green status indicator. If you encounter any errors during this step, refer to the Troubleshooting section below.
The initial sync may take a few minutes depending on your email volume. You can close this window and continue working - the sync will continue in the background, and you'll receive a notification when it's complete.
Consejo Pro
You can connect multiple email accounts to SalesSheet.ai if you manage emails from different addresses. Simply repeat this process for each account. When composing emails, you'll be able to choose which connected account to send from using a dropdown menu in the compose window.
What to Expect After Connecting
Once your email account is connected, you'll notice several new capabilities in SalesSheet.ai:
- Compose emails directly from contact records: Click the email icon on any contact card to open a compose window without leaving the CRM.
- Automatic activity logging: All emails sent to contacts in your CRM are automatically logged in their timeline, creating a complete communication history.
- Email tracking: When enabled, you'll receive real-time notifications when contacts open your emails, helping you time your follow-ups perfectly.
- Two-way sync: Emails sent from your regular email client (Gmail or Outlook) to CRM contacts are also synced and logged automatically.
- AI drafting: Use AI-powered drafting to compose personalized emails at scale.
- Email scheduling: Write emails now and schedule them to send at optimal times for better engagement.
Solución de Problemas
I'm getting an "Authorization failed" error. What should I do?
This error typically occurs when the authorization process is interrupted or your email provider's security settings block third-party app access. First, ensure that you're allowing third-party apps in your Google or Microsoft account security settings. For Google Workspace users, your administrator may need to whitelist SalesSheet.ai in the admin console. Try clearing your browser cache and cookies, then attempt the connection process again. If you're using a work email, contact your IT department to ensure third-party OAuth applications are permitted.
My emails aren't syncing. How do I fix this?
Check the status of your email connection in Settings > Email & Calendar. If the status shows as "Disconnected" or has a red indicator, click "Reconnect" to re-authorize access. Sometimes email providers revoke tokens after password changes or security updates. Also verify that your sync preferences are correctly configured - if you've set filters that are too restrictive, some emails may be excluded from syncing. The sync process can take up to 15 minutes for large mailboxes, so allow some time before assuming there's an issue.
Can I disconnect my email account later?
Yes, you can disconnect your email account at any time from Settings > Email & Calendar. Click the three-dot menu next to your connected account and select "Disconnect." This will stop all email syncing, but previously logged emails will remain in your contact timelines as historical records. You can also revoke SalesSheet.ai's access directly from your Google or Microsoft account security settings. To reconnect later, simply follow the connection steps again.