What does this feature do & when to use it?
Connecting your email to Recruit CRM using Nylas.com lets you send and receive emails from within Recruit CRM while keeping your mailbox in sync with your actual email provider.
The mailbox in Recruit CRM acts as a mirror of your real mailbox, including folders and emails.
You can connect up to two email accounts (on supported plans such as Business and above), choose a default sending address, and switch between connected mailboxes as needed.
Before you begin
Recruit CRM has partnered with Nylas.com to power our email services.
Initial folder syncing can take up to ten minutes, and older emails may take two to three hours to sync fully when you first connect.
Email settings should be configured to comply with updated email protection policies from providers like Google and Yahoo, including SPF, DKIM, DMARC, easy unsubscription, and maintaining a low spam rate.
How to Connect your Gmail to Recruit CRM? 📧
Go to your profile section in Recruit CRM and open the email settings.
In the email settings, locate and click the option to connect your email accounts.
On the login page, enter the email address you want to connect to Recruit CRM.
Click the “Sign in with Google” option if you are connecting a Gmail account.
Authenticate with your email credentials as prompted.
When asked, allow all requested permissions so Nylas and Recruit CRM can access and sync your mailbox.
Confirm your permissions and continue until the account verification completes.
How to Access and Use Your Mailbox in Recruit CRM 🎯
Once connected, open your mailbox from the menu bar on the left side of Recruit CRM.
Review your mailbox folders and emails, which will mirror your Google or other connected email provider, including existing folders and messages.
If you have connected more than one email account, use the mailbox switcher to change between the mailboxes of the connected accounts.
It will take up to 10 minutes for your initial folders to sync with Recruit CRM and it may take up to 2-3 hours for your older emails to sync completely.
This is just a one-time activity when you connect your email to Recruit CRM using Nylas for the first time.
You can choose to expand or collapse the Folders & Labels section in the Mailbox. The selected state is also persisted, so it remains the same when you return.
Configure your email settings to align with email protection policies
For a seamless and secure email experience, please adhere to the enhanced security measures implemented by Google and Yahoo. Follow this quick walkthrough to make necessary adjustments in your email settings according to the updated policies:
These measures, including email authentication (SPF, DKIM, DMARC), easy unsubscribe, and maintaining a low spam rate, are essential to align with the latest security protocols and ensure optimal email communication.
Thank you for your cooperation in maintaining a safe and efficient email exchange.
Concerned about your email data security?
The Recruit CRM's mailbox operates as a mirror of your real email provider. When you connect your email using our integration, Nylas stores this information on their servers. Be assured that Nylas fully complies with GDPR.
You can review Nylas's GDPR policy below 👇
How to retain the emails of deactivated users? 📩
Here are two ways through which you can retain the emails of the deactivated users:
1. Move/transfer the emails of the deactivated users to a folder within the mailbox of an active user:
You can move/transfer the emails of the deactivated users to a folder within the mailbox of an active user on G Suite/Outlook. The Recruit CRM's mailbox operates as a mirror of your real email provider, so all the emails in the respective folder will be synced and will be visible in Recruit CRM as well.
2. Create a new email ID and connect it in Recruit CRM:
You can create a new common email ID specifically to backup emails, and as Recruit CRM allows users to connect 2 email accounts (available on the Business plan and above), any one of the users on your team can connect this common email to their Recruit CRM account as their 2nd email.
Whenever someone leaves your team, you can transfer their emails to this common email account before deleting the email ID of the ex-employee. This will ensure emails are retained once someone leaves without transferring emails into any specific individual's email account.
FAQs
How many email accounts can I connect to Recruit CRM?
How many email accounts can I connect to Recruit CRM?
Users on the business plan and above can connect up to two email accounts.
Do I need to set a default email for sending?
Do I need to set a default email for sending?
Yes. One connected email must be set as the default for sending emails. If only one email is connected, it is automatically set as the default.
Does the Recruit CRM mailbox change my existing email folders?
Does the Recruit CRM mailbox change my existing email folders?
No. The Recruit CRM mailbox operates as a mirror of your real email provider. Existing folders and emails are reflected in Recruit CRM but remain managed by your actual email provider.
Conclusion:
Connecting your email to Recruit CRM lets you manage a mirrored version of your mailbox directly inside Recruit CRM while keeping everything synced with your real email provider.