Setting Up your Connected Mailbox

What

This article provides a step-by-step guide to setting up the Connected Mailbox feature in ShareBuilder CRM, enabling automatic synchronization of your emails and calendar events.

Why

Integrating your email and calendar with ShareBuilder CRM streamlines the logging of sales activities, reduces manual data entry, and ensures that all relevant communications are captured within the CRM for better tracking and management.

How

To set up Connected Mailbox, follow these steps:

1. Log in to ShareBuilder CRM:

2. Navigate to Your Profile Page:

   • Click on your initials or profile picture located in the upper right corner of the homepage.
   Select Edit Profile from the dropdown menu to open your profile settings.

3. Access the Connected Mailbox Tab:

   • In your profile settings, click on the Connected Mailbox tab at the top of the page.
     
     
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4. Select Your Mailbox Provider:

   • Choose either Microsoft or Google as your email service provider.

5. Sign In and Grant Permissions:

   • A sign-in window will appear. Enter your email credentials as you normally would.
   • When prompted, click Accept to authorize ShareBuilder CRM to access your emails and calendars.

6. Configure Folder Synchronization:

   • After granting access, you'll be redirected back to your CRM profile page.
   • A popup will appear, allowing you to select which email folders you want to sync with the CRM.
   • Choose the folders that contain communications relevant to your sales activities.

Initial Synchronization:

• The first synchronization will import and link the last 90 days' worth of emails and calendar invites into ShareBuilder CRM.
• This initial sync may take up to 5 minutes to complete, depending on the volume of data.