Outlook/Gmail Integration
Describes how to activate and utilize the Outlook and Gmail integration features in the software.
Connecting your Gmail Account to AssociationSphereUser who want to be able to sync their Gmail communication with AssociationSphere can navigate to WorkspaceCRMOutlook/Gmail Integration. If this is your first time visiting this page you will be prompted with a “Let’s Get Started!” message where you can select which email client…Connected your Outlook Email Account to AssociationSphereUsers who want to be able to sync their Outlook email communication with AssociationSphere can navigate to WorkspaceCRMOutlook/Gmail Integration. If this is your first time visiting this page you will be prompted with a “Let’s Get Started!” message where you can select which ema…Blocking Domains and Specific Email Addresses from SyncingUnder the Outlook/Gmail Integration there is the option to block specific Domains or individual Email Addresses from being synced into your AssociationSphere account. This ability to block specific Domains is available for Admin users to be to restrict across all user accounts o…How to Sync Gmail Communication into AssociationSphereOnce you have connected your Gmail Email account with AssociationSphere you are able to sync both inbound and outbound emails into your AssociationSphere account. With the desired email message open click on the "AssociationSphere" icon and that message will be synced. A sidebar…How to sync Outlook Communication into AssociationSphereOnce you have connected your Outlook Email account with AssociationSphere you are able to sync both inbound and outbound emails into your AssociationSphere account. With the desired email message open click on the "AssociationSphere" icon and that message will be synced. A sideb…