Gmail/Outlook Email Sync

Overview

MiniCRM allows you to sync your Gmail or Outlook account to manage email communication more efficiently.

Once set up:

• Emails sent from MiniCRM will be sent through your personal account.
• These emails will appear in your Sent folder.

How to Set Up Email Sync

Step 1 – Open Profile Settings

• Click on your profile icon (top right corner).
• Select “Profile Settings.”

Step 2 – Choose Email Provider

• Navigate to “Phone & Email”
• Select the provider: Gmail or Outlook

Step 3 – Accept Sending Limits

• Agree to the daily sending limits set by Gmail/Outlook.
• Limits vary depending on whether you have a personal or business account.

Step 4 – Sign In

• Sign into your Gmail or Outlook account.
• Once connected, the sync is active!

How to Deactivate the Sync

You can deactivate the email synchronization at any time:

• Go to Profile → Profile Settings → Phone & Email
• Click the trash icon next to the provider to remove the sync