Getting Started
    4 min read

    Configuring Email Integration

    Connect your email account to send messages from SalesOS

    Configuring Email Integration

    Connect your Gmail account to send personalized emails directly from SalesOS.

    Connecting Gmail

  1. Navigate to Settings → Integrations
  2. Find Gmail in the integrations list
  3. Click "Connect"
  4. Sign in with your Google account
  5. Grant the required permissions
  6. Return to SalesOS
  7. What Permissions Are Needed?

  8. Send emails on your behalf
  9. View email messages (for tracking)
  10. Access calendar (optional, for scheduling)
  11. Sending Your First Email

  12. Go to Outreach from the dashboard
  13. Select a lead or enter recipient details
  14. Use AI generation or write manually
  15. Review and click "Send"
  16. Email Limits

  17. Gmail allows 500 emails per day
  18. SalesOS tracks your daily usage
  19. Credits are separate from Gmail limits
  20. Troubleshooting

    If emails aren't sending:

  21. Re-authorize the Gmail connection
  22. Check your daily limit hasn't been exceeded
  23. Verify the recipient email is valid
  24. Was this article helpful?

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