You have the ability to sync your Gmail or Outlook email inbox with your Kizen account. Emails sent from your email client will be located in your associated Kizen contact record to keep all of your interactions in one centralized place.

If you're an Outlook user, you can sync your inbox from Exchange Online, Office 365, and Outlook.com. We currently do not sync with on-premise Exchange servers.  

Syncing Up Your Email Inbox

Step 1: From your dashboard, click Account

Step 2: Click Settings from the drop-down menu. 

Step 3: Click Email Integration.

Step 4: Click Connect Gmail or Connect Outlook from the secondary menu. 

Step 5: Choose the account you'd like to connect to your Kizen account and Allow Kizen to connect. 

Note: You may need to whitelist Kizen as a trusted app for your Gsuite/Gmail account. Directions will be in-app.

You'll then see that your account has been added and your emails are syncing. 

Emails will only show up in Kizen if your inbox is synced and the other email address(es) on the email is a contact within Kizen. Once a person is added to Kizen, all past emails with them from your synced email address will show up. 

Synced emails will show up on your Contact Timelines and you will have the option of clicking in to see the full body of the email.

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