Email integration is done in Zomentum to send proposals to your prospects and to keep a track and communication between the parties.
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.
Gmail
In case, of Gmail, please follow the steps below
Office 365
In case, of O365 i.e. Outlook, please follow the steps below
Sometimes authentication fails or syncing becomes blocked for a particular email account. In this case it's very likely that their server is blocking access via 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, 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 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 1.0types to connect.