Overview

Keeping track of client conversations can be tricky when you're juggling multiple inboxes. Scalendo enables syncing Gmail or Outlook directly into the platform for unified inbox management.

Connect Gmail or Outlook

Follow these steps to establish your email connection:

1. Navigate to Settings > My Profile > Email (2-way sync)
2. Select either Gmail or Outlook and click Connect
3. Follow the permission prompts to authorize the connection securely

Using Your Connected Email

Once connected, send messages through Scalendo:

1. Go to Conversations
2. Click Create New Message (pencil-on-paper icon)
3. Select Direct Message
4. Choose your contact and click Continue
5. Your connected email address automatically populates in the From field

Emails sync bidirectionally between Scalendo and your personal inbox.