Contactually | Connecting a Gmail email

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Connecting a Gmail email

Last Updated: Jul 27, 2017 01:06PM EDT
How to connect your Gmail to Contactually

1. Go to Contactually's Settings and click Email on the left hand side.

2. Under Connect a New Email account, click Gmail.

3. Log in to your Gmail account or select the account you want to connect if you have multiple Gmail accounts. 

4. Grant Contactually offline access so that your Contactually account will be able to sync with your email while you are offline.

It's a good idea to archive rather than delete emails you no longer want in your inbox or folders so that Contactually can log them on your contacts' contact records. Archived emails are hidden from your view but accessible via search. The archive icon looks like a file folder.

To ensure Contactually can sync archived emails, go to your Gmail Settings and click the 
Forwarding and POP/IMAP tab. Double check that IMAP Access is set to Enable IMAP. Click Save Changes.

Return to Gmail's Settings a second time and click the Labels tab. Next to All Mails, make sure that "show" is bolded and not hyperlinked.


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