Intent of the article:
This article explains how to connect your email with Salesgear to send automated emails to your contacts.
Why connect your email with Salesgear?
By connecting your email with Salesgear, you can send automated emails and timely follow-ups from your email address via Salesgear.
Sending emails through Salesgear will give you the potential to create personalized templates and have a birds-eye view of how well your contacts are responding to your efforts by tracking your opens, clicks, and replies.
Connecting your email account with Salesgear:
You can either connect your Gmail account or Microsoft email with Salesgear. Let’s first have a quick run-through on how to connect to Gmail.
Gmail
Once you log into Salesgear, navigate to ‘settings’ by clicking the gear-shaped icon on the vertical side menu bar.
Choose the ‘connected inbox’ option under ‘my profile’.
Click on the ‘Sign in with Google’ button.
You will be prompted to choose the email address that you would like to connect with Salesgear.
Once you select an email address, you will have to authorize access to your email account by choosing the following permissions. Only then, you can use Salesgear to send automated emails -
→ Send emails
→ Read inbox
→ See your contacts
Now you are ready to send emails from your Gmail account via Salesgear.
Check here to find out how to create a sequence in Salesgear.
If you would like to connect a Microsoft email address with Salesgear, then you can follow the upcoming steps:
Microsoft
You can also connect your Microsoft email account to send emails on Salesgear. Follow the upcoming steps to get your email connected -
Go to ‘settings’ by selecting the gear-shaped icon in the vertical side menu bar.
Choose the ‘connected inbox’ option under ‘my profile’.
Click on the ‘Sign in with Microsoft’ option.
Enter your Microsoft email address and click next.
Now enter the password and click on ‘sign in’.
Microsoft will request you to accept specific permissions that Salesgear would want to access to send emails on your behalf.
Select the checkbox ‘consent on behalf of your organization’ and click accept.
Now you are ready to send emails from your Microsoft account via Salesgear.
Notes:
Users must connect their email account to send emails from Salesgear.
Users experiencing connection issues, please ensure that you have given permissions to all the requests prompted to you by Gmail/ Microsoft.
Users cannot use the same email address with different Salesgear accounts to send emails.