Before you can send anything from Salesgear, it needs access to the channels you'll reach prospects on: email and LinkedIn.
đ Connect your email
Go to More â Settings â Connected Accounts and open the Email tab.
Click Connect Inbox and choose your provider:
Sign in with Google or Sign in with Microsoft: sign in and authorize access. See Connect Microsoft Outlook for the Outlook walkthrough.
Connect SMTP/IMAP: for any other provider. See Connect Email Accounts Using SMTP / IMAP.
Setting up more than a few inboxes? Use Bulk Connect Multiple Inboxes via CSV instead of adding them one by one.
đ Connect LinkedIn
Install the Salesgear Chrome extension (More â Settings â Integrations â Chrome Extension) and log into LinkedIn in that browser.
In Salesgear, go to More â Settings â Connected Accounts and open the LinkedIn tab.
Click Connect LinkedIn and complete the LinkedIn authorization.
đ LinkedIn isn't included on every plan. If Connect LinkedIn isn't available for your account, talk to our support team. If LinkedIn later shows disconnected, click Reconnect on the LinkedIn tab.
What this unlocks
Send emails and LinkedIn messages from one workspace
Track replies, opens, and LinkedIn activity in one place
Run multi-channel sequences without switching tabs