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email_integration [2018/06/11 16:16]
brittany [Email Sync]
email_integration [2019/04/02 22:01] (current)
brittany [Email Sync]
Line 47: Line 47:
 ===== Email Sync ===== ===== Email Sync =====
  
-The Gmail/SMTP integration covers **sending** email from the lead manager, but that only saves half of the conversation in the Lead Manager. ​ If you would like to record lead's replies to your email should enable this Email Sync feature. This integration does not record emails you send outside the CRM.+The Gmail/Microsoft/SMTP integration covers **sending** email from the lead manager, but that only saves half of the conversation in the Lead Manager. ​ If you would like to record lead's replies to your email should enable this Email Sync feature. This integration does not record emails you send outside the CRM.
  
 +Unfortunately our Email Sync feature **only works with Google or Microsoft emails**.
 +In order to use it you must set up your domain to use Microsoft or Google as the email provider:
 +
 +  * [[https://​gsuite.google.com/​|Google GSuite]]
 +  * [[https://​products.office.com/​en-US/​compare-all-microsoft-office-products?&​WT.mc_id=PROD_OL-Web_PreAuth_BuyOffice_Nav&​activetab=tab:​primaryr2|Microsoft Office365]]
 +
 +To start syncing your emails to leads with the Lead Manager/​CRM:​
   - Navigate to the [[https://​leads.realgeeks.com/​settings/​email_integration|Email Integration]] setting scroll down to Email Sync.   - Navigate to the [[https://​leads.realgeeks.com/​settings/​email_integration|Email Integration]] setting scroll down to Email Sync.
-  - Click the **Use RG Email Sync** button. ​ 
  
-{{::new_email_sync_button.jpg?200|}}+{{::screen_shot_2019-04-02_at_4.43.27_pm.png?​600|}} 
 + 
 +  - After clicking the "Setup Now" button, click "Sync Email"​. (Only admins and team leaders can choose to record "All Leads" or "Only My Leads"​) 
 +  
 +{{::​screen_shot_2019-04-02_at_4.46.00_pm.png?600|}}
  
   - If everything connected smoothly, you will get a green message: **RG Email Sync Enabled**.   - If everything connected smoothly, you will get a green message: **RG Email Sync Enabled**.
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 ==== Things to Keep in Mind ==== ==== Things to Keep in Mind ====
  
-Emails recorded by this feature ​can sometimes take up to 5 minutes to show up in the Lead Manager +  ​Records outgoing emails to and from leads sent outside the CRM. 
-* We highly recommend that you use your primary notification email with this feature +  * This feature ​requires you to set up either ​the GMail or Microsoft email integration for sending email above. 
-* Emails to/from leads that share the same email as you or any other agent/​lender in your CRM will not be recorded +  * **IF YOU HAVE A MICROSOFT ACCOUNT:** In order to use the RG Email Sync with a Microsoft account, you must re-link your account above. Please click on 'Edit Settings'​ and '​Unlink Microsoft',​ then re-link your account. 
-* This feature will give [[https://context.io|context.io]] full access to your email. If at any time you wish to stop this service, disable the Email Sync and [[https://optout.context.io/|opt out]] of sharing information with them+  ​* We highly recommend that you use your primary notification email (chris@realgeeks.com) ​with this feature
 +  * Emails recorded by this feature are usually synced within 5 minutes. 
 +  * Emails to/from leads that share the same email as you or any other agent/​lender in your CRM will not be recorded 
 +  * This feature will send copies of all your incoming/outgoing emails to Real Geeks but only emails to/from leads will be stored and recorded in the CRMSee our privacy policy for more info. 
 +  * If at any time you wish to stop this service, disable the Email Sync and new emalis will not be sent to Real Geeks. 
 + 
 + 
 +==== Legacy Email Sync via Context.IO ==== 
 + 
 +Our Legacy Email Sync with Context.io you are using was **shut down on March 31st, 2019**. You do not need to take any action but the service will no longer work after that date. 
 + 
 +Unfortunately our new email sync feature only works with Google or Microsoft emails. 
 +In order to use it you must set up your domain to use Microsoft or Google as the email provider: 
 + 
 +  * [[https://gsuite.google.com/|Google GSuite]] 
 +  * [[https://​products.office.com/​en-US/​compare-all-microsoft-office-products?&​WT.mc_id=PROD_OL-Web_PreAuth_BuyOffice_Nav&​activetab=tab:​primaryr2|Microsoft Office365]]
  
email_integration.1528733818.txt.gz · Last modified: 2018/06/11 16:16 by brittany