How to connect your email and use the Inbox
The Inbox brings your email into Teamopipe. You can read and reply to messages, see which ones belong to a CRM record, and link the rest — in the web app or the Gmail extension.
Connect your email account
- Go to Settings → Communications.
- Under My channels, click Connect Gmail.
- Choose your Google account and allow access.
Each user can connect one email account on every plan. If the connection ever breaks, the same page shows a reconnect option.
Using the Inbox
Click Inbox in the left sidebar.
- The list shows your recent emails. Messages that aren't attached to a CRM record are marked Not linked.
- Open a message to read it and reply directly. Use New message to start a new email.
- The panel on the right shows the people in the conversation. Click Add to existing contact or Create new contact to link them to your CRM.
Your teammates only see a conversation once it's linked to a CRM record.
Email on deal records
Open a deal and click the Messages tab to see its emails. In the deal's Communications section, Compose starts a new email and Open inbox jumps to the Inbox.
In Gmail
If you work in Gmail, you can still create deals from emails and link threads to deals with the Teamopipe icon. See how email linking works.
If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.