Connect Your Email

Purpose: Connecting your email lets you send messages and sync conversations with contacts directly from Sure Send. All your email activity will appear on contact timelines.

Before You Begin

You'll need:

• Access to your email account (Gmail or Outlook)
• Permission to grant Sure Send access to send and read emails

Note: This email connection is different from any Google or Microsoft account used to sign in. This connection is specifically for sending and syncing emails.

Connect Gmail

1. Click Settings in the left navigation menu.
2. Select Email Settings.
3. Under Gmail Connection, click Connect Gmail.
4. Complete the Google authentication flow in the popup window.
5. Grant Sure Send permission to send and read emails.
6. You'll be returned to Email Settings automatically.

Once connected, you'll see "Email Inbox Connected" with your email address and last sync time.

Connect Outlook

1. Click Settings in the left navigation menu.
2. Select Email Settings.
3. Under Outlook Connection, click Connect Outlook.
4. Complete the Microsoft authentication flow in the popup window.
5. Grant Sure Send permission to send and read emails.
6. You'll be returned to Email Settings automatically.

Share Emails with Team (Optional)

You can choose whether your email conversations appear on contact timelines for your team to see.

1. In Email Settings, locate the Share emails with team toggle.
2. Turn on to make your sent and received emails visible on contact timelines to other team members.
3. Turn off to keep your email conversations private.

Tip: Most teams keep this on so everyone has full context on contact communications. Turn it off only if you handle sensitive conversations that shouldn't be visible to the team.

What's Next

Set Up Your Phone Provider →