To set up email sync to send emails with Microsoft 365, a user can follow the instructions in this article.
To set up email sync to send emails with Google Workspace, you will first need a Google Workspace super administrator to whitelist ClickPoint through Google's administration panel. Instructions on how to do this can be found here.
Once ClickPoint has been whitelisted in Google Workspace, users can set up email sync by following the instructions in this article.
You can also set up email sync with Branch and Corporate level accounts. This is useful when you have automation that may send emails to leads that are not assigned to agents and you want those emails to be sent through your organization's Microsoft 365 or Google Workspace email accounts. This article provides instructions for how an administrator can set this up.