Email Syncing is a powerful tool that allows you to connect your inbox to SharpSpring. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of SharpSpring will be recorded. This way, you can keep track of you and your team’s emails with your leads. This article will provide details and information on how to sync your mailbox with Microsoft Outlook.
The following user roles can sync Outlook with SharpSpring:
- Administrators (with Outlook administrator access)
- Configuring Outlook Settings
- Configuring Two-Step Verification Settings
- Connecting Outlook in SharpSpring
- Preventing In-House Blacklisting
- Ready to Learn More?
Configuring Outlook Settings
To configure Microsoft Outlook settings, do the following:
Configuring Two-Step Verification Settings
To configure and turn off two-step verification settings, do the following:
Connecting Outlook in SharpSpring
To connect your Outlook account with SharpSpring, do the following:
Preventing In-House Blacklisting
Occasionally, email sent between company employees will result in failed syncs. To prevent this, do the following: