Email Integration

Connect your Gmail or Microsoft Outlook account to enable email features across Workestra.

Connecting Your Account

Gmail

1. Go to Settings → Connected Accounts
2. Click Connect Gmail
3. Sign in with your Google account and grant permissions
4. Your emails will begin syncing

Outlook

1. Go to Settings → Connected Accounts
2. Click Connect Outlook
3. Sign in with your Microsoft account and grant permissions
4. Your emails will begin syncing

What Email Enables

Once connected, email powers features across modules:

• CRM — View email history on contact profiles, send emails from deal pages
• Support — Email-to-ticket processing via email processors
• Recruiting — Send outreach emails and receive applications
• Inbox — Email notifications and activity feed

Email Sync

• Emails are synced periodically from your connected account
• Only emails relevant to your workspace contacts are indexed
• Attachments are preserved and accessible
• Email history is visible on contact, deal, and ticket detail pages

Disconnecting

1. Go to Settings → Connected Accounts
2. Click Disconnect next to the email account
3. Email history is retained but no new emails will sync