Email Sync Getting Started

Email Sync Getting Started

This guide will help you activate and get started with the Email Sync integration in your Arosoftware account.

Overview

Email Sync replaces the Email BCC module function and allows emails to be imported from a Team Members external email inbox in either Gmail or Outlook/Microsoft 365 and be recorded as a communication against the matching contact.

Activating Email Sync

Is email sync included in my current software plan ?

Email Sync is included in professional and essential plans and can be added for a low monthly cost to other plans.

  1. Professional & Essentials plans: included
  2. Growth & Starter plans: $15 per month for one user or $30 per month for unlimited users

Check Integration status

  1. Go to the Setup cog
  2. Integrations : Scroll down to Email Sync
  3. Check Email Sync Setup is Active , if not click on Setup button, tick activate , save

    Note: Only management role users can activate

Connecting Team Member with Email account

Alert
If your team member profile is currently using Email BCC function, this should be disabled prior to setting up the Email sync and ensure your unique Email BCC email address is removed from any email program rules.

Info
If you don't see the Email Sync tab in your team member settings, the Email Sync integration is not enabled. Please contact Aro Support if you'd like to add this feature.

See how to connect your team member to email sync Click Here