Connect your Gmail or Outlook inbox to Autopilot, so the emails you send and receive with customers appear in one place.
Before you start #
- A Gmail (including Google Workspace) or Outlook (including Microsoft 365) account.
- Each person connects their own inbox from their own login.
Steps #
-
Settings → My Profile
Click Settings at the bottom of the left menu, then My Profile.
-
Email (2-way sync)
Scroll down to Email (2-way sync), choose Gmail or Outlook and click Connect.
-
Accept the permissions
Sign in to your email account and accept every permission it asks for. If you untick any, syncing will not work.
-
Send a test email
Go to Conversations, start a new message, choose a contact and send an email. Your connected address is filled in as the sender automatically.
Good to know #
- Emails sync both ways. What you send from Autopilot appears in your email account, and customer emails appear in Conversations.
- This is your personal inbox for one-to-one emails. Automated and bulk emails go out from your email sending domain.
- To disconnect, go back to Email (2-way sync) on your profile.
Troubleshooting #
If emails are not syncing, disconnect and connect again, making sure you accept every permission.