Full 2-Way Email Sync with Gmail and Office 365 (Similar to Follow-up Boss)
complete
T
Tejas Upadhyay
This is a very important feature for almost all of our clients as when they are talking to their Leads. They are exchanging different information with them for ex: real estate agents exchanging property addresses clients are interested in looking, personal details etc.Lots of our clients or prospects we are talking to they are so addicted to this feature from Follow-up Boss that even though they love all the features in GHL, they are still not moving to GHL because of this very important feature to them.
HIGHLVL-I-1417
T
Teton Wilson
This is not working for me. It will only synch if the lead is responding to my email. If they send me an email that is not a reply it will not synch .
B
Ben Nicholes
It appears that the synchronization is not retroactive? It only will synchronize once the setup has been initiated. What if you are converting to GHL from another CRM? I don't want to lose years of customer communication.
This is a huge missed opportunity.
J
Jay Leonen
A 2-way sync with Gmail that only allows email threads started from HighLevel to be synced isn't viable as a good deal of opportunities start by prospects and clients emailing us first and not the other way around. We need this feature for ourselves, as well as especially for clients who we have under us as sub-accounts so we can eliminate the need for other email platforms. Not having this could very well mean us losing their business.
Please provide an update on the status of a true/full 2-way sync feature.
D
Dan King
Jay Leonen totally agree, at this point both gmail and outlook true 2-way sync is false advertising. This should be a number 1 priority for Highlevel to get working correctly.
E
Eric Pettus
Core Platform Any idea when this will be completed? I am a new High Level user and the email is extremely lacking. IDK how we will be able to use it. Thanks
T
Teton Wilson
Eric Pettus I am having the same issue. It is the one thing holding me back from going all in
L
Leona Watson
I'm about to cancel and ask for a full refund as it advertises that it has 2 way synch with OUtlook but it just doesn't. I've worked with Zoho, Salesforce and Active Campaign, all have outlook plug ins and it works so easily. It never occurred to me that GHL wouldn't have similar functionality when it advertises that it has. It doesn't. It's useless and without a plug in,there's no 2 way sync. False advertising.
D
Daniel Grinshpun
Core Platform what's happening with email sync?
How come some email responses don't sync when the Gmail 2-way sync integration is enabled? (had several clients mention this)
Also the BCC also doesn't work - tested several times & support confirmed this.
D
Daniel Grinshpun
Core Platform this is not complete - still having issues with this.
Is there any update on this?
R
Romina Micallef
in hubspot and salesforce all the emails just come in without needing the contact to be there already .... its really really annoying that i need to create a contact BEFORE i can get an email from a person .. i dont get the logic of that
it just seems like a basic neccessity
Core Platform
complete
I
Ian Markram
Core Platform: Office 365 ?
C
Connor Corkrin
Core Platform: for Gmail and office?
Is there an announcement video anywhere for the full feature set?
J
Jovelyn Aquino
Core Platform: Looks like the sync is working but as of right now, you can only track the emails sent via Gmail in the Conversations area.
It would be best to have those tracked/appear under the Email Section of the Contact Detail Page as well. Thanks! Core Platform
Core Platform
in progress
Core Platform
Merged in a post:
Ability to have a unique email address for each HL sub account so we can bcc a contact and it’ll appear on their HL profile
E
Evan Shapiro
Similar to hubspot, so when we email leads/clients etc, if each HL sub account is assigned its own email that can then be bcc’d when emailing clients or leads, it’ll paste the body and subject line of the email on that contacts profile. This would be especially useful for our own agency lead management and CRM as we’ll usually email clients and leads from our company gmail and this will leave a paper trail in HL
HIGHLVL-I-133
Load More
→