How to Integrate Outlook and Gmail With Corefactors CRM?
To connect your Email with the CRM,
- Go to Integrations from the menu bar on the left side of the Corefactors CRM screen.
- Click on the Email tab.
- Click on Configure under the Send and Receive Email option.
- Sign in with your Email account.
- Enter your email address and then click on Integrate.
- Allow access to all specifications.
- Click on Continue.
Your email is now connected with the Corefactors CRM.