Sync Your Email for Seamless Conversation Tracking | LocationSync CRM Tutorial

Описание: Learn how to connect your email inbox to LocationSync so you can send, receive, and track every conversation with your leads and customers in one place. In this step-by-step tutorial, you’ll see how to connect your account, enable two-way sync, use auto BCC for email logging, and start managing all messages directly inside the platform. With email integration, you’ll save time, stay organized, and never lose track of important client communications.

Accessing Email Sync Settings (00:00:00 - 00:00:24)
Go to Settings in the bottom left corner of your screen. Under My Profile, click Email Two-Way Sync on the right-hand side to open your email connection options.

Connecting Your Email Account (00:00:24 - 00:00:47)
Select your provider from the list, then click Connect. Sign in with your account credentials and accept the necessary permissions. Once connected, you’ll see confirmation inside LocationSync. You can edit the linked email or remove the connection anytime by using the Edit or Delete options.

Using Auto BCC to Log Conversations (00:00:47 - 00:01:08)
Your profile will display an Auto BCC email address. Add this address to the CC or BCC field when sending messages from your email client, and LocationSync will automatically log the conversation in your contact’s record.

Starting a New Conversation from LocationSync (00:01:08 - 00:01:32)
Go to the Conversations tab, click Create New Message, select Direct Message, and choose a contact from your list. The connected email address will appear in the From field automatically.

Sending and Syncing Emails (00:01:32 - 00:02:09)
Add your subject, type your message, and click Send. Replies from your contact will automatically appear in LocationSync, keeping your email inbox and CRM perfectly in sync so you can manage follow-ups without switching between tools.

Benefits of Email Integration (00:02:09 - end)
With two-way sync enabled, all messages, attachments, and history are stored in your CRM. This centralizes your communication workflow, improves collaboration with your team, and ensures you have full visibility into every client interaction.

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