Go to app.topline.com
1. Click "Settings"
Click on the Settings option on the left side menu.
2. Click "My Profile"
On the Settings menu, look for the "My Profile" option.
3. Select "Outlook"
Go to the Profile tab and scroll down to the section Email (2-way sync). Then, select Outlook, your email provider and click on Connect.
4. Allow Access
Complete the authorization by entering your Outlook email ID credentials.
5. Click "Accept"
Click on the Accept button to approve for permissions requested.
6. Connection Status
On the profile page, scroll down to the section Email (2-way sync) to view your email in the connection status.
__________________________________
How does the 2-way sync work between the CRM and your email account?
You would need to send an email to a contact from Topline to initiate the sync between both platforms.
The first outbound email needs to be initiated from the CRM to establish the sync1. Click "Conversations"
Select the "Conversations" option on the left side menu.
2. From Email
It is defaulting to using Outlook Email as the sender email address.
3. Click "Send"
Once the email you want to send is ready, click on Send.
4. Outlook Sent Items
Email made it into the Outlook inbox that has been integrated with Topline. And is was sent to the contact.
5. Conversations Sync
All subsequent messages in the email thread (initiated from the CRM) will be in sync.
Outbound emails sent from your email will start reflecting in the CRM and vice versa.
6. Replies
All the replies to the email will sync back on the Conversations Tab.
An email thread initiated from your email will not sync with the CRM. Only email threads that were formed from the CRM will be in sync.
If an outbound email was sent (while the sync was in active state) and later the sync was disconnected from the CRM, the subsequent messages in the thread will stop syncing. This will also stop syncing new outbound emails sent from the CRM.
Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync over.
Supported file types: JPG,JPEG,PNG,MP4,MPEG,ZIP,RAR,PDF,DOC,DOCX,TXTOther Functionalities
1. Update Email
This helps users change their connected email ID to another one without disconnecting the previous connection.
New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email.
2. Disconnect Email
This helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not sync between both platforms.
Click "Confirm"
To delete the email linked, click on Confirm. This will be a permanent action.
___________________________________
Does Two-way sync only work with individual emails or bulk emails and workflows?
How the sender domain mapping works for different types of emails:
Individual Email: On connecting a personal email account (Outlook), the outlook email ID will be considered as the sender domain for the emails sent by the user for individual emails.
Bulk Email: If the user enters their email ID (after setting up the two-way sync) under the “From Field,” the user email ID will be considered the sender domain for the bulk emails. If the field is blank, the sub-account level provider will be considered the sender domain.
Bulk Email: If the user enters an email ID different from their email ID connected (Outlook), it will consider the sub-account level provider as the sender domain.
Workflow & Automation: Emails will continue to go from sub-account level providers.