In this article
What is Email Two way sync? Does Two-way sync only work with individual emails or bulk emails and workflows? What happens to emails received from existing contacts? Will removing a synced account delete existing emails? Do new emails get synced after an account is removed? Will all my existing contacts in Gmail be synced with the CRM? What happens when a new email is received from a contact? What happens to sent emails from the CRM or Gmail? How are cc/bcc recipients handled in the sync? What if a contact emails someone else but includes the CRM user?Email Two Way Sync is a feature that allows the synchronization of emails between the CRM and an email client, in both directions. Any email sent, received, or updated in one platform is automatically synced with the other, ensuring that all relevant data is available in both places. This is currently supported for Gmail and Outlook.
Covered in this Article:
What is Email Two way sync?
Outlook:
Gmail:
Steps to connect
Gmail Two-Way Sync:
Google Rate Limits
How does the Gmail 2-way sync work between the CRM and your email account?
Outlook Two-Way Sync:
How does the Outlook 2-way sync work between the CRM and your email account?
Other functionalities for both Outlook and Gmail Two-Way Sync
Update Email:
Disconnect Email:
BCC Address
Does Two-way sync only work with individual emails or bulk emails and workflows?
FAQs (Gmail only)
What happens to emails received from existing contacts?
Will removing a synced account delete existing emails?
Do new emails get synced after an account is removed?
Will all my existing contacts in Gmail be synced with the CRM?
What happens when a new email is received from a contact?
What happens to sent emails from the CRM or Gmail?
How are cc/bcc recipients handled in the sync?
What if a contact emails someone else but includes the CRM user?
How is the conversation thread managed when multiple recipients are involved?
What if the same contact exists in multiple locations for the same synced email address?
What is Auto Bcc Sync, and how does it work?
How is the secure connection handled if Gmail login credentials change?
What happens when an email is forwarded from Gmail?
What if there are duplicate emails with multiple contacts?
What is Email Two way sync?
Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts to send, receive & track emails.The sync will be established between both platforms in different circumstances.
Outlook:
When an email thread is initiated from the CRM (first outbound message). All the subsequent emails in the thread will sync between both platforms. This feature is a user-level setting and does not impact other users in the sub-account.
Gmail:
There are two cases of how the sync can be established.
You can email a contact from the CRM to initiate the sync between both platforms.
Gmail Sync also works if a contact already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab. The contact also needs to be assigned to the user beforehand.
Please note
Steps to connect
Please go to the sub-accounts Settings page. Go to the Profile tab and then the Generaltab and scroll down to the section Email (2-way sync)
Please Note:
Gmail Two-Way Sync:
Over there, if you want to use Gmail Two Way Sync, please select Gmail two sync and hit Connect.
It will then prompt you to choose one of the available Gmail Accounts in that browser or ask you to connect a Gmail account; select the one you need; connecting a new account will require you to enter that account's credentials in the popup.
Connecting it will then ask you about which permissions you are allowing Luubu to have on your Gmail account; make sure to allow all and then hit enable continue:
Once you hit, Continue,you will see your desired Gmail account connected in the Email Two Way sync tab:
Google Rate Limits
How does the Gmail 2-way sync work between the CRM and your email account?
There are two cases of how the sync can be established.
You can email a contact from the CRM to initiate the sync between both platforms.
Gmail Sync also works if a contact already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab. The contact also needs to be assig