{"id":806,"date":"2026-03-12T08:54:04","date_gmt":"2026-03-12T08:54:04","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=806"},"modified":"2026-03-12T08:56:08","modified_gmt":"2026-03-12T08:56:08","password":"","slug":"getting-started-connect-personal-inbox","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/getting-started-connect-personal-inbox\/","title":{"rendered":"Getting Started &#8211; Connect Personal Inbox"},"content":{"rendered":"<h1 id=\"Connect-Gmail-or-Outlook\"><strong dir=\"ltr\">Connect Gmail or Outlook<\/strong><\/h1>\n<p>Ready to streamline your email management? Here&#8217;s how you can quickly connect your inbox:<\/p>\n<ul>\n<li>Go to\u00a0<strong>Settings &gt; My Profile &gt; Email (2-way sync)<\/strong>.<\/li>\n<li dir=\"ltr\">Choose\u00a0<strong>Gmail<\/strong>\u00a0or\u00a0<strong>Outlook<\/strong>, then click\u00a0<strong>Connect<\/strong>.<strong><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-807 size-full\" src=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-scaled.png\" alt=\"\" width=\"2560\" height=\"1465\" srcset=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-scaled.png 2560w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-300x172.png 300w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-1024x586.png 1024w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-768x439.png 768w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-1536x879.png 1536w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-2048x1172.png 2048w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/wlIzt4ohhqao3OMU4ruXMtXaEn8TD4dRXg11-360x206.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/strong><\/li>\n<li dir=\"ltr\">Follow the prompts to\u00a0<strong>accept<\/strong>\u00a0<strong>permissions<\/strong>. It&#8217;s safe and secure!<img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155046886508\/original\/QeM2ih-tIpDggV2SEmCbDnF2TXxV7IVVlA.png?1747694925\" data-attachment=\"[object Object]\" data-id=\"155046886508\" data-index=\"1\" \/><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 id=\"Use-Your-Connected-Email\"><strong dir=\"ltr\">Use Your Connected Email<\/strong><\/h2>\n<p>Now that you&#8217;ve got your inbox connected, you&#8217;re all set to manage your emails directly from Onesystem. Here&#8217;s how simple it is to start sending emails:<\/p>\n<ul>\n<li>Navigate to\u00a0<strong>Conversations<\/strong>.<\/li>\n<li>Click on\u00a0<strong>Create New Message<\/strong> (the pencil-on-paper icon).<\/li>\n<li dir=\"ltr\">Select\u00a0<strong>Direct Message<\/strong>.<img decoding=\"async\" class=\"alignnone wp-image-808 size-full\" src=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-scaled.png\" alt=\"\" width=\"2560\" height=\"1462\" srcset=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-scaled.png 2560w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-300x171.png 300w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-1024x585.png 1024w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-768x439.png 768w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-1536x877.png 1536w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-2048x1170.png 2048w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/2RmZnJEROfqY_iXzlGMbjIQTtVQXtu-zaQ11-360x206.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/li>\n<li dir=\"ltr\">Choose your contact and click\u00a0<strong>Continue<\/strong>.<img decoding=\"async\" class=\"alignnone wp-image-810 size-full\" src=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-scaled.png\" alt=\"\" width=\"2560\" height=\"1462\" srcset=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-scaled.png 2560w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-300x171.png 300w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-1024x585.png 1024w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-768x439.png 768w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-1536x877.png 1536w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-2048x1170.png 2048w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/skyZC4rN3t9yD9qwALmBqjA6UVIh0R5GcQ-111-360x206.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/li>\n<li>Your connected email address will automatically populate in the &#8220;<strong>From<\/strong>&#8221; field.<\/li>\n<\/ul>\n<p>Your emails will seamlessly sync both ways\u2014from Onesystem to your personal inbox and back again\u2014so you&#8217;re always in sync.<\/p>\n<p><em dir=\"ltr\">Next, explore how you can automate responses and workflows to make client communication even easier!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Connect Gmail or Outlook Ready to streamline your email management? Here&#8217;s how you can quickly connect your inbox: Go to\u00a0Settings [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[3,36],"doc_tag":[],"class_list":["post-806","docs","type-docs","status-publish","hentry","doc_category-getting-started","doc_category-sales-conversations"],"year_month":"2026-07","word_count":143,"total_views":"16","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Getting Started","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started\/"},{"term_name":"Sales &amp; Conversations","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/sales-conversations\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=806"}],"version-history":[{"count":2,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/806\/revisions"}],"predecessor-version":[{"id":818,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/806\/revisions\/818"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=806"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=806"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}