Connecting an Email Account

SalesKey's Inbox integrates directly with Gmail and Microsoft Outlook so you can send and receive emails without leaving the platform. Connecting your email account links your communication history to your CRM records.

Navigate to: Inbox

Supported Email Providers

Gmail (Google Workspace or personal Gmail)
Microsoft Outlook / Microsoft 365

Connecting Gmail

Go to the Inbox section in the sidebar.
Click Connect Email Account (shown when no email is connected).
Select Gmail / Google.
You will be redirected to Google's OAuth consent screen.
Sign in with your Google account and review the requested permissions.
Click Allow to authorize SalesKey to access your Gmail.
You will be redirected back to SalesKey and your inbox will begin syncing.

Connecting Microsoft Outlook / 365

Go to the Inbox section in the sidebar.
Click Connect Email Account.
Select Microsoft / Outlook.
You will be redirected to Microsoft's login/consent screen.
Sign in with your Microsoft account and approve the requested permissions.
Click Accept to authorize SalesKey.
You will be redirected back to SalesKey and your inbox will start syncing.

Initial Sync

After connecting, SalesKey will sync your recent emails. This may take a few minutes depending on your inbox size. You will see a sync progress indicator in the Inbox.

What Permissions Does SalesKey Request?

SalesKey requests only the permissions needed to:

Read your emails (to display them in the Inbox)
Send emails on your behalf (to compose from within SalesKey)
Access your calendar events (for Google Calendar sync, if applicable)

SalesKey does not store your password — authentication is handled securely via OAuth.

Disconnecting Your Email Account

To disconnect your email integration:

Go to Settings > Profile or the email connection settings.
Find your connected email account.
Click Disconnect or Remove.

Disconnecting stops email syncing. Previously synced emails remain in SalesKey for reference.

Switching Email Accounts

SalesKey supports one active email account at a time per user. To switch:

Disconnect the current account (Settings > Profile).
Reconnect with the new account following the steps above.

Troubleshooting

My inbox is not syncing.

Try clicking the manual Sync button in the Inbox.
If the issue persists, disconnect and reconnect your email account.

I get a permissions error during connection.

Make sure your Google or Microsoft admin has not blocked third-party OAuth integrations for your organization.
Contact your IT administrator if OAuth apps are restricted.

My sent emails are not appearing.

Give the sync a few minutes to catch up after sending.
Check the Sent folder in the Inbox sidebar.