Email integration is done in Zomentum to send proposals to your prospects and to keep track of communication between the parties. Perform the following steps to integrate your Gmail or O365 emails with Zomentum:
Go to Settings from the dashboard.
Select the category Integrations under settings. And click on the option Add account to sync your email.
Depending on your email provider you will be redirected to a page to integrate your official email address.
In the case of Gmail, perform the following steps as shown in the video:
In the case of O365 i.e. Outlook, perform the following steps as shown in the video:
Sometimes authentication fails or syncing is blocked for a particular email account. In this case, it's very likely that their server is blocking access through the ActiveSync protocol, which is the protocol we use to sync data from various Microsoft products.
Make sure the mobile > mobile device access menu doesn't have any quarantined devices. Also, ensure that mobile device provisioning is enabled and that there aren't any device access rules in conflict with our suggested settings.
In your Exchange admin center make sure that the protection > action center menu doesn't have any accounts impacted by the protection system.
Make sure the protection > quarantine doesn't have any blocked devices.
From the user's settings page make sure that the mobile devices page allows two python-EAS-Client 1.0 types to connect.