4. How to Integrate your Email to Cloven

4. How to Integrate your Email to Cloven

Introduction

Integrating your email with your Cloven CRM can streamline your communication process, allowing you to manage your customer interactions more efficiently. This article will show you how to integrate your email to Cloven CRM
If you have any questions about this article, reach out to support@bluroot.ca

How to Use

Below are the steps on how to integrate your email to Cloven CRM
  1. Sign into your Cloven CRM Account
  2. Access the Setup Page
    1. Click on the "Setup" icon (⚙️) on the top right of the page next to your profile picture.
    2. In the box labelled "Channels", click on "Email".
    3. Click on "Email" located next to "Compose."
  3. Configure Email
    1. Click "Get Started" to initiate the email integration process.
    2.  Choose your preferred email platform (e.g., Gmail) from the options available and then the preferred settings IMAP.
    3.  Provide your email login information in the pop-up box.
    4.  Once you've entered your login details, your email will be integrated with Cloven CRM.


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Errors

If you are getting the following error, please refer to THIS ARTICLE or contact support@bluroot.ca for further help