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Getting Started: How to Set Up Email 2-Way Sync 📧

Syncing your email with our CRM ensures you can send and receive emails directly from the platform. Here's a step-by-step guide to help you get your email connected.

1. Access Your Profile Settings

  • Log in to your CRM account.

  • On the left sidebar, click on Settings (usually found at the bottom).

  • Select My Profile from the left-hand menu options.

2. Locate the Email Sync Section

  • Scroll down to the section labeled Email (2-Way Sync).

  • Choose your email provider from the available options.

3. Connect Your Email

  • After selecting your email provider, click the Connect button.

  • Follow the on-screen prompts to log in to your email account.

  • After logging in, click Continue to give the necessary permissions for the CRM to connect to your email.

4. Confirm the Sync

  • Once connected, your email address will appear with a green checkmark next to it.

  • You'll see the word Connected to confirm that your email is properly synced.

Need Help?

If you encounter any issues during the process, submit a support ticket for assistance.