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Getting Started w/ GHL Customer Care

Getting Started - Connect Personal Inbox

Sync your Gmail or Outlook inbox with GHL Customer Care to manage all client emails in one place. Centralize conversations, streamline follow-ups, and stay organized.

1 min read309 words5 explained imagesUpdated Wed, 12 Aug at 2:38 PM
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  1. Want some extra tips? Check out these helpful guides:
  2. Use Your Connected Email
  3. Related Articles

Keeping track of client conversations can be tricky when you're juggling multiple inboxes. But don't worry, we've made it super easy to sync your Gmail or Outlook inbox right into GHL Customer Care. This means you'll see all your customer interactions in one unified place, so you'll never miss an important follow-up again.

TABLE OF CONTENTS

Connect Gmail or Outlook

Ready to streamline your email management? Here's how you can quickly connect your inbox:

  1. Go to Settings > My Profile > Email (2-way sync).
  2. Choose Gmail or Outlook, then click Connect.
    Step 2 of 3: Choose Gmail or Outlook, then click Connect What this shows Step 2 of 3: Choose Gmail or Outlook, then click Connect. What this shows Shows what to choose for step 2 of 3 in the "Connect Gmail or Outlook" section of "Getting Started - Connect Personal Inbox". This screenshot accompanies step 2 of 3 in the "Connect Gmail or Outlook" section of "Getting Started - Connect Personal Inbox". At this point in the walkthrough you choose Gmail or Outlook, then click Connect. The navigation path used here is Settings > My Profile > Email. The next step is to follow the prompts to accept permissions. It's safe and secure! Step 2 of 3Path: Settings > My Profile > EmailImage 1 of 5 What to chooseChoose Gmail or Outlook, then click Connect.
    Buttons and menus referenced GmailOutlookConnectacceptpermissions
    Next stepFollow the prompts to accept permissions. It's safe and secure!
    All 3 steps in this procedure
    1. Go to Settings > My Profile > Email (2-way sync).
    2. Choose Gmail or Outlook, then click Connect. this image
    3. Follow the prompts to accept permissions. It's safe and secure!
  3. Follow the prompts to accept permissions. It's safe and secure!
    Step 3 of 3: Follow the prompts to accept permissions. It's safe and secure! What this shows Step 3 of 3: Follow the prompts to accept permissions. What this shows Shows what this covers for step 3 of 3 in the "Connect Gmail or Outlook" section of "Getting Started - Connect Personal Inbox". This screenshot accompanies step 3 of 3 in the "Connect Gmail or Outlook" section of "Getting Started - Connect Personal Inbox". At this point in the walkthrough you follow the prompts to accept permissions. It's safe and secure! The navigation path used here is Settings > My Profile > Email. Step 3 of 3Path: Settings > My Profile > EmailImage 2 of 5 What this coversFollow the prompts to accept permissions. It's safe and secure!
    Buttons and menus referenced acceptpermissionsGmailOutlookConnect
    All 3 steps in this procedure
    1. Go to Settings > My Profile > Email (2-way sync).
    2. Choose Gmail or Outlook, then click Connect.
    3. Follow the prompts to accept permissions. It's safe and secure! this image

Want some extra tips? Check out these helpful guides:

Next, you can start sending messages directly from within GHL Customer Care to make your workflow even smoother.

Need help troubleshooting? Check out Email Failure: Insufficient Permission for 2-Way Sync

Use Your Connected Email

Now that you've got your inbox connected, you're all set to manage your emails directly from GHL Customer Care. Here's how simple it is to start sending emails:

  1. Navigate to Conversations.
  2. Click on Create New Message (the pencil-on-paper icon).
  3. Select Direct Message.
    Step 3 of 5: Select Direct Message What this shows Step 3 of 5: Select Direct Message. What this shows Shows what to choose for step 3 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". This screenshot accompanies step 3 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". At this point in the walkthrough you select Direct Message. For context, this section explains: Now that you've got your inbox connected, you're all set to manage your emails directly from GHL Customer Care. Here's how simple it is to start sending emails. The next step is to choose your contact and click Continue. Step 3 of 5Image 3 of 5 What to chooseSelect Direct Message.
    Buttons and menus referenced Direct MessageConversationsCreate New MessageContinueFrom
    Next stepChoose your contact and click Continue.
    All 5 steps in this procedure
    1. Navigate to Conversations.
    2. Click on Create New Message (the pencil-on-paper icon).
    3. Select Direct Message. this image
    4. Choose your contact and click Continue.
    5. Your connected email address will automatically populate in the " From " field.
  4. Choose your contact and click Continue.
    Step 4 of 5: Choose your contact and click Continue What this shows Step 4 of 5: Choose your contact and click Continue. What this shows Shows what to choose for step 4 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". This screenshot accompanies step 4 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". At this point in the walkthrough you choose your contact and click Continue. For context, this section explains: Now that you've got your inbox connected, you're all set to manage your emails directly from GHL Customer Care. Here's how simple it is to start sending emails. The next step is to your connected email address will automatically populate in the " From " field. Step 4 of 5Image 4 of 5 What to chooseChoose your contact and click Continue.
    Buttons and menus referenced ContinueConversationsCreate New MessageDirect MessageFrom
    Next stepYour connected email address will automatically populate in the " From " field.
    All 5 steps in this procedure
    1. Navigate to Conversations.
    2. Click on Create New Message (the pencil-on-paper icon).
    3. Select Direct Message.
    4. Choose your contact and click Continue. this image
    5. Your connected email address will automatically populate in the " From " field.
  5. Your connected email address will automatically populate in the "From" field.
    Step 5 of 5: Your connected email address will automatically populate in the " From… What this shows Step 5 of 5: Your connected email address will automatically populate in the " From " field. What this shows Shows what this covers for step 5 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". This screenshot accompanies step 5 of 5 in the "Use Your Connected Email" section of "Getting Started - Connect Personal Inbox". At this point in the walkthrough you your connected email address will automatically populate in the " From " field. Step 5 of 5Image 5 of 5 What this coversYour connected email address will automatically populate in the " From " field.
    Buttons and menus referenced FromConversationsCreate New MessageDirect MessageContinue
    All 5 steps in this procedure
    1. Navigate to Conversations.
    2. Click on Create New Message (the pencil-on-paper icon).
    3. Select Direct Message.
    4. Choose your contact and click Continue.
    5. Your connected email address will automatically populate in the " From " field. this image

Your emails will seamlessly sync both ways—from GHL Customer Care to your personal inbox and back again—so you're always in sync.

Next, explore how you can automate responses and workflows to make client communication even easier!

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