My Profile

The two-way email sync feature allows you to fully integrate your Gmail with the CRM, making it possible for emails to automatically sync between the two platforms. Once the initial email is sent from the CRM, all emails in the same conversation will be synced across both Gmail and the CRM. Core Benefits of Gmail Two-Way Sync Effortless Connection: Easily connect your personal Gmail with the CRM, ensuring smooth synchronization of all incoming and outgoing emails. Advanced Tracking: Send, receive, and track your emails using your Gmail account, all from within the CRM platform. User-Level Control: The sync feature is set up per user, meaning it only applies to your account and does not affect other users. Steps for Connecting Your Gmail Access Account Settings: In your account settings, go to the My Profile tab. Under the General section, scroll down to Email (2-way sync) and select Gmail Two-Way Sync, then click Connect. Choose a Gmail Account: Select an existing Gmail account or connect a new one by entering your Gmail login credentials. Grant Permissions: Review and approve the necessary permissions for LeadConnector to access your Gmail account. Click Continue to complete the process. Once you've authorized access, your Gmail account will appear under the Email Two-Way Sync section. Starting the Sync Process To kick off the syncing process, send an email to a contact directly from the CRM. The sync begins when the first email is sent from the CRM. ?Note: Gmail Two-Way Sync supports attachments up to 25 MB. Sent emails will show in the Sent folder of your Gmail account. All emails in the same thread will be synced between your CRM and Gmail from this point forward. Other Important Functions Switching Emails: You can replace the connected Gmail account without disconnecting the old one. Future emails will sync with the new account, but previous conversations will stop syncing. Disconnecting Email: Disconnecting your Gmail will stop the synchronization between your CRM and Gmail. Syncing Different Email Types Individual Emails: Outbound emails from the CRM will use your Gmail address as the sender. Bulk Emails: If your Gmail is listed as the sender, it will be used for bulk emails. Otherwise, the account’s default sender will be used. Automated Emails: Emails sent via workflows or automation will still use the CRM's default sending service. FAQs on Gmail Two-Way Sync Q: Can I sync multiple Gmail accounts? Yes, you can link more than one Gmail, but each account must be set up individually. Q: Can I have two Gmail accounts in two-way sync? No, you can only sync one Gmail account per user. To switch accounts, use the edit feature. Q: How can I confirm the sync is working? Check the Sent folder in Gmail. CRM-sent emails should appear there. Q: What happens if I disconnect my Gmail? Syncing will stop immediately, and emails will no longer be shared between the CRM and Gmail. Q: Does Gmail sync affect other users? No, Gmail sync is set up individually and won’t affect other accounts. Troubleshooting Tips Issue: Emails not syncing. Solution: Ensure the initial email was sent from the CRM and check for any permission issues in the Gmail account settings. Issue: Unable to connect Gmail account. Solution: Verify that you are using the correct credentials and that the Gmail account has the necessary permissions enabled. Issue: Attachments exceeding size limit. Solution: Ensure attachments are within the 25 MB size limit for Gmail Two-Way Sync.

Streamline your virtual meetings by linking your Zoom account to your calendar bookings. This integration ensures smooth scheduling and management of online meetings, keeping everyone informed and your workflow efficient. Step 1: Accessing the Calendar Settings Begin by going to the My Profile section and locating Calendar Settings. Click on the "Add New" button to start the integration process. Step 2: Connecting Your Zoom Account In the connection modal, find Zoom and click the "Connect" button. This action will redirect you to the Zoom sign-in page. Step 3: Logging into Zoom On the Zoom sign-in page, enter your login credentials and click "Sign In". You can also choose to log in using SSO, Apple, Google, or Facebook, depending on your preference. Step 4: Authorizing Permissions Review the requested permissions carefully. Click "Allow" to give the necessary permissions for managing Zoom settings via Lead Connector. Step 5: Managing Your Integration With Zoom now linked to your calendar, you can manage your settings under the Video Conferencing tab in your profile. By following these steps, you can ensure your virtual meetings are well-organized and all participants are adequately prepared, enhancing overall productivity and communication. If any issues arise during setup, consult the support documentation or reach out for help.

My Profile section offers a range of customization options to help you manage your personal account settings effectively. Here, you can update your profile details, change your password, set availability, create an email signature, manage integrations, and configure your primary calendar for better organization. Note: Access to certain components may vary based on your user permissions. Personal Information You can personalize your profile by uploading a profile picture and updating your contact information, including your first name, last name, email, phone number, and extension (if applicable). Change/Update Password To update your account password, enter your current password in the Existing Password field, then type your new password in the Password field and confirm it by typing it again in the Confirm Password field. Click the green Update Password button to save your changes. User Availability Set your availability and meeting location preferences: Meeting Location: Set your default meeting location, such as a virtual meeting link or physical address. Time Zone: Select your preferred time zone from the dropdown menu. Available Hours: Define your available hours, such as daily office hours, to manage your scheduling more effectively. Refer to the "Calendars" guide for detailed instructions on setting up your calendar. Email Signature Create a custom email signature that will automatically be included in the emails sent from your user account within the CRM. Integrations Connect external tools like Zoom for virtual meetings or Outlook Calendar to sync your schedules for more efficient bookings. For more integration options, refer to the "Integrations" tab in this settings area. Calendar Configuration Manage potential calendar conflicts and designate which calendar should serve as your "Primary" calendar for scheduling purposes. To control your calendars, you will need to integrate your Google account. See "Integrations" for setting up your Google accounts. This guide provides an overview of managing your profile settings within the CRM. Adjust these settings as needed to personalize your experience and optimize your workflow.