Connected Mailbox
      Back to home
      1. Help Desk
      2. ShareBuilder CRM
      3. Connected Mailbox

      Getting Started with Connected Mailbox

      How to access the new "Connected Mailbox" settings page.

      1. Log in to your ShareBuilder account
      2. Navigate to your profile page.
        Screenshot 2024-10-07 at 12-02-19 PM-png

      3. Select the new Connected Mailbox tab at the top of the page
        Screenshot 2024-10-07 at 11.59.53 AM

      4. Select Microsoft or Google as your mailbox provider


      5. Sign in as you typically would with Microsoft or Google, and select "Accept" to allow ShareBuilders to read your mail and calendars.
      6. Once you Sign In to your mailbox provider and grant ShareBuilder access, you will be redirected to your CRM profile page
      7. In the new popup, select the mailbox folders you want to automatically sync email into your CRM account. 

      This first-time sync imports and links up the last 90 days' worth of emails and calendar invites. This first-time sync of 90 days can take up to 5 minutes.