Setting up your Email Provider in Fusion
Email account used in Email Integration is the Sender of Emails that are sent in different modules in Fusion
User has to integrate Email in Fusion so that Email can be sent to Contact when Contact is added in Workflow on the basis of Trigger Condition
Email integration is used to send Email to those contacts whose tasks are created
Email integration is used to send emails manually to Contacts added in Conversation
Types of Email integrations:
There are three types of email integrations in Fusion
Custom / IMAP
Steps to integrate Gmail Account:
After sign in.
Hover on the Name and Email Address on the upper right corner.
Drop down will appear.
Click on User Settings in Dropdown
Screen will appear
Click on the Integrations in the menu appeared on the left side
Three options will appear
Click on Gmail
And than click on Connect
Pop up will appear where user has to sign in Gmail account
Enter Username and click on Next
Enter Password and Click on Next
Click on Advanced on the next screen
Click on Go to 20miles.us(unsafe) on the next screen
Check the all Checkboxes on the next screen and click Continue
User’s Gmail account is integrated
Here is a video displaying this further.