Sync your email
Learn how to set up automatic email and calendar synchronization in Klipy
We strongly recommend you connect your email and calendar to take full advantage of Klipy’s features.
Before you start
Before you start, make sure you have:
- A Klipy account
- Access to your email and calendar account
- Expected setup time: 1-2 minutes
Supported email providers
Gmail, Google Calendar, and Contacts
Microsoft
Microsoft 365, Outlook, and Calendar
Using other email provider?
Let us know which one you use
Step 1: Navigate to sales inbox settings page
Go to Settings -> Sales Inbox (or click this link to go directly).
Step 2: Choose your email provider
Click on the provider you want to connect.
Step 3: Authorize Klipy to access your email
- You will see a popup redirecting you to your email provider’s login page.
- Sign in with your work email if you are not already logged in.
- Follow the authentication process. Review the permissions Klipy is requesting, and click Allow.
- Popup will close automatically after authorization.
If you don’t see the permissions prompt, check if your browser is blocking pop-ups.
What happens next?
With your email synchronized with Klipy, whenever a new email or meeting is received, Klipy will:
- Create
PersonandCompanyrecords from your emails and meetings - Generate
Interactionsummaries from your conversations - Identify action items from your communications
- Link all related records automatically
To learn more about how this works, see the Klipy Mailroom section.
Frequently asked questions
If you have any questions or feedback about the email synchronization, please find us in our Slack community or email jung@klipy.ai.