Settings: Email Integration

Integrate your Google, Outlook, or third-party email with Bonzo to ensure you have all communication in one place.

Updated over a week ago

Integrating your email in Bonzo allows you to utilize your work email address (Gmail, Outlook, or others) to send and receive emails through Bonzo. This integration will track all the emails from your Bonzo prospects within the communication tab that are being sent through this email address, as well as, syncing any sent emails (emails being sent out of Bonzo) to your Email's sent folder.

How to Integrate Your Gmail or Outlook Email with Bonzo:

  1. Navigate to the Settings tab on the left of the screen.

  2. Next, click on the "Email Integration" Tab

  3. This is where you can select you email carrier. For Gmail, you will click on "Sign in with Google," and for Outlook you will click "Integrate"

  4. Next, you will select the account you are wanting to integrate.

  5. You will sign in and will need to accept the permissions in order for the integration to be fully activated.

  6. Once active, you will see the integration is enabled. You are able to remove this integration or choose if you would only like to utilize the calendar associated with this email.

How to Integrate Your Universal Email with Bonzo:

  1. Navigate to the Settings tab on the left of the screen.

  2. Next, click on the "Email Integration" Tab

  3. This is where you can select a Universal email carrier. You will click on "Integrate."

  4. On this screen, you will type in your email and password and select the email carrier that you are utilizing.

  5. Finally, click integrate.

Did this answer your question?