How to Connect Gmail or Outlook

Ready to streamline your email management? Here's how you can quickly connect your inbox:

• Go to Settings > My Profile > Email (2-way sync).
• Choose Gmail or Outlook, then click Connect.

Follow the prompts to accept permissions. It's safe and secure!

Want some extra tips? Check out these helpful guides:

• How to Set Up Two Way Email Sync for Gmail
  

• Two Way Email Sync for Outlook
  

Next, you can start sending messages directly from within TRMCRM to make your workflow even smoother.

Now that you've got your inbox connected, you're all set to manage your emails directly from TRMCRM. Here's how simple it is to start sending emails:

• Navigate to Conversations.
• Click on Create New Message (the pencil-on-paper icon).
• Select Direct Message.

Choose your contact and click Continue.

Your connected email address will automatically populate in the "From" field.