Before you can sync your emails through Google Workspace, check with your system administrator and verify they have whitelisted ClickPoint through the company's Google Workspace account.
As a user, you have the ability to sync your Google Workspace account to ClickPoint Lead Manager for the purposes of sending emails. This allows your sales team to create a more personal touch while interacting with your leads.
Navigate to More > My Account and select Setup Email Sync.
Select Authenticate next to Google Workspace. This will prompt you to input your username and password for your Google Workspace account. Make sure you select Allow when Google asks if you want SalesExec to have access to your Google Workspace account.
When your account is synced, you will see a message at the top of the screen that says "Your Google Workspace account was successfully setup for syncing email."
Select and enable Use Email Sync to Send Email after your account has been synced to turn on the integration.
Using the Email Integration
Once your integration is configured, you are now able to send emails to your leads directly through your Google Workspace email. Emails are sent through the integration under the following use cases:
When a user manually composes an email, or manually sends an email template.
When a user executes an action when that action is configured to send an email template.
When an automated event triggers that sends an email template.
This only applies if a lead is assigned to the user prior to triggering an automated event. If a lead is assigned to either the Corporate or Branch level, emails are not sent through the Google Workspace account, and instead are sent through ClickPoint Lead Manager unless you synced an email to either the branch or corporate level.
When a lead is sent through a Nurture Strategy.
This only applies if a lead is assigned to a user prior to the nurture event sending an email. If a lead is assigned to either the Corporate or Branch level, emails are not sent through the Google Workspace account, and instead are sent through ClickPoint Lead Manager unless you synced an email to either the branch or corporate level.
ClickPoint Lead Manager still observes your internally managed Do Not Email list housed within your overall Do Not Contact list.
Every email sent through the Google Workspace integration will still have an opt-out at the bottom of the email with the language of "If you would like to unsubscribe and stop receiving these emails click here" which brings a user to a generically branded unsubscribe page.
Any email address that is flagged as Do Not Email, ClickPoint Lead Manager will prevent any user from sending an email to that address.
Send a reasonable number of messages per day; we recommend at most 700, as per the rule of thumb.
Make sure your leads have opted in to receive emails from your organization.
Make sure your email content is personable and conversational.