Before you can sync your email 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 can sync your Google Workspace account to ClickPoint LeadManager for the purposes of sending email. 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 LeadManager 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 set up 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 the integration is configured, you can send email to leads directly through your Microsoft 365 account. Email is sent through the integration in the following cases:
When a user manually composes an email, or manually sends an email from a template.
When a user executes an action that is configured to send an email from a template.
When an automated event trigger sends an email from a template.
This only applies if a lead is assigned to the user prior to triggering an automated event. If leads are assigned to either the corporate or branch level, email is not sent through the Google Workspace account but through ClickPoint LeadManager. 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 leads are assigned to a user prior to the nurture event sending an email. If leads are assigned to either the corporate or branch level, email is not sent through the Google Workspace account, but is sent through ClickPoint LeadManager unless you synced an email to either the branch or corporate level.
ClickPoint LeadManager 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.
ClickPoint LeadManager prevents users from sending email to addresses that are flagged as Do Not Email.
Send a reasonable number of messages per day; we recommend no more than 700, as a rule of thumb.
Make sure your leads have opted in to receive email from your organization.
Make sure your email content is personable and conversational.