💡 This article is intended for administrators and users.
Email synchronization with Modjo is essential for capturing all customer interactions, including valuable information exchanged through emails, calls, and meetings.
🚨 If you would rather not activate this feature, you can simply skip this step.
I. Enable Email Synchronization.
Step 1: The administrator activates the integration for Google or Outlook emails via the Modjo integration page.
Step 2: The administrator can check which users have authorized email synchronization in the integration settings.
b) User Activation
Individual Activation: Each Modjo user with a license must authorize the synchronization of their emails.
This can be done during the first connection via onboarding.
The user can also do it later from their profile page.
II. Email Synchronization Criteria
After both the administrator and the user authorize email synchronization, Modjo begins to sync emails. We carefully select the emails to be synchronized to ensure consistency and protect user privacy.
Synchronized Emails:
Only emails with contacts present in your CRM are synchronized.
If no contact matches in the CRM, the email ID is stored for 7 days. After this period, it is deleted if no contact is added.
In Modjo, we display the contact information, email subject, and email content. Here is an example:
Non-Synchronized Emails:
Emails without contacts in the CRM.
Emails with the words "personal," "private," or "confidential" in the subject line.
Emails without content, such as calendar email notifications.
III. Managing Emails in Modjo
Display: Synchronized emails show the contact information, subject, and content within Modjo.
Deletion: Users can delete emails from Modjo without removing them from their inbox.
Emails are then accessible from Modjo Deals. More info just here: Modjo Deals article