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?

  7. Send emails on your behalf
  8. View email messages (for tracking)
  9. Access calendar (optional, for scheduling)

    10. Sending Your First Email

  10. Go to Outreach from the dashboard
  11. Select a lead or enter recipient details
  12. Use AI generation or write manually
  13. Review and click "Send"

    14. Email Limits

  14. Gmail allows 500 emails per day
  15. SalesOS tracks your daily usage
  16. Credits are separate from Gmail limits

    17. Troubleshooting

    If emails aren't sending:

  17. Re-authorize the Gmail connection
  18. Check your daily limit hasn't been exceeded
  19. Verify the recipient email is valid

    20. Was this article helpful?

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