Before you begin
Use your own email account and make sure there is a connected-mailbox allowance available. The providers shown depend on what is configured for your platform. If the page says connections are not configured or unavailable, contact support.
Connect the account
- Open your account’s My connections page and find Mailbox. You can also use the email connection controls in Sales.
- Enter your email address. Check the detected provider and use Choose provider if it is incorrect.
- Continue through the provider’s authorization flow. For an IMAP account, use the server details supplied by your email provider.
- After returning to Crittiks, confirm the mailbox shows Connected. Recent messages with your contacts should begin appearing on their records.
- Review Share synced emails with everyone who can see the record, your email signature and the daily send limit. Choose settings appropriate for your work.
Reconnect or disconnect
If the mailbox says Reconnect, authorize it again with the same account. Check your mailbox allowance if connecting a new account is blocked.
When disconnecting, review the option to also delete private emails synced from that mailbox before confirming. Disconnecting the mailbox and removing stored messages are separate choices.