Connecting Your Email

When your email is connected, SalesPartner reads incoming messages from your leads and customers, summarizes each one with key points and next steps, and shows everything in one conversation timeline — alongside texts, calls, and other channels.

Your whole team can connect their email. Up to 20 accounts per company, so everyone's inbox is covered.

There are four ways to connect, depending on your email provider and what you need:

• Microsoft 365 — Full integration. SalesPartner can read emails, send replies, and sync your calendar. Works with Outlook, Hotmail, and Microsoft 365 business accounts.
• Google Workspace — Full integration. Same capabilities as Microsoft 365, for Gmail and Google Workspace accounts.
• IMAP Manual — Monitor only. For any email provider that supports IMAP (Yahoo, Zoho, iCloud, Fastmail, and others). SalesPartner monitors incoming emails but cannot send replies or sync calendars.
• Custom OAuth (BYOC) — For organizations that have registered their own Google or Microsoft OAuth application. Same full capabilities as the standard connection, but uses your own app credentials.

Every connected email account runs in one of two modes.

Monitor mode gives you read-only access:

• Incoming emails are matched to known contacts and added to their conversation timeline
• Each email is summarized with key points, topic, and suggested next steps
• Attachments like images and documents are reviewed and noted
• You handle all replies yourself

Monitor mode is the default for all new connections. It works with every connection type, including IMAP.

Conversation mode gives you full read-and-reply capabilities:

• Everything in monitor mode, plus SalesPartner replies to your leads on your behalf
• Replies go out from your own email address with your email signature
• New incoming senders are checked to see if they are real leads before getting a reply
• Works with Microsoft 365, Google Workspace, and Custom OAuth (BYOC) connections only

IMAP connections always run in monitor mode because IMAP does not support sending.

For Microsoft 365: Your Microsoft 365 administrator may need to approve SalesPartner before you can connect. If you see an "Admin Approval Required" message during sign-in, ask your IT admin to grant consent for SalesPartner in your Microsoft 365 admin center.

For Google Workspace: If your organization restricts third-party app access, your Google Workspace administrator may need to allow SalesPartner in the Google Admin Console under Security, then API Controls, then Third-party app access.

For IMAP Manual: You will need your IMAP server address, port number, and an app password. Most email providers require an app password instead of your regular login password. Google Workspace administrators must also enable IMAP access in the Admin Console (Apps, then Google Workspace, then Gmail, then End User Access). Personal Gmail accounts have IMAP enabled by default. See the IMAP Manual Setup guide for server settings and app password instructions for popular providers.

For Custom OAuth (BYOC): You will need to register an OAuth application with Google Cloud Console or Microsoft Azure Entra, configure the correct redirect URI, and have your Client ID and Client Secret ready. See the Custom OAuth Setup guide for step-by-step instructions.

Your admin connects email accounts from the user settings page in the admin panel.

Step 1 — Open the admin panel and navigate to the user's profile. Select the Integrations tab.

Step 2 — Scroll down to the Connected Accounts section and click Add Account.

Step 3 — Choose your connection type: Microsoft 365, Google Workspace, IMAP Manual, or Custom OAuth (BYOC).

For Microsoft 365 or Google Workspace: A popup window opens with the provider's sign-in page. Sign in and grant the requested permissions. The popup closes on its own after a successful connection. Refresh the page to see your new account.

For IMAP Manual: A form appears where you enter your email address, IMAP server details, and password. You can click Test Connection to verify your settings before saving. Click Connect Inbox to finish.

For Custom OAuth (BYOC): A form appears where you select your provider (Google or Microsoft), then enter your Client ID and Client Secret. Click Start OAuth to begin the sign-in flow in a popup window.

Once your account is connected, syncing begins right away. SalesPartner checks for new emails roughly every 1 to 5 minutes during business hours, less often overnight and on weekends.

For Microsoft 365, Google Workspace, and Custom OAuth accounts: Email starts in monitor mode. To turn on conversation mode so SalesPartner can reply on your behalf, open the account card and enable Automatic replies. Calendar sync is enabled on your first connected account.

For IMAP accounts: Monitoring starts immediately. The first sync pulls in recent messages so you have context right away.

Your account card shows the current status:

• Active — Connected and syncing normally
• Error — Syncing has failed. Check your credentials or reconnect.
• Paused — Syncing is paused. Resume from the account card.
• Reconnect Required — Your connection has expired or been revoked. Disconnect and reconnect to fix it.

To disconnect an account, click Disconnect on the account card. A confirmation dialog appears. Once confirmed, the account stops syncing immediately. You can reconnect the same account later by going through the connection process again.

Disconnecting does not delete any previously synced emails or conversation history.