To make team collaboration seamless, an additional email can be connected to each team inbox. When an email is connected to a team inbox, all emails to that email address will be pulled into the team inbox, whether connected to a contact in Follow Up Boss or not. If an email is sent to the address connected to the Team Inbox, from a lead's email address that is stored in FUB, the email will sync to the lead profile and the Team Inbox.
How to Connect An Email
1. First, create a Team Inbox
Note: Only admin users have the ability to create and edit team inboxes.
2. To connect an email to a team inbox, go to Inbox > Manage > Edit Inbox
3. Click Sign in with Google or Microsoft 365
Note: This needs to be an email that's not already connected to a user account. Due to connecting via OAuth, team inboxes only support Google and Microsoft 365-hosted emails.
The email host needs to match the owner's connected email host. For example, if a Google email is connected in the owner's My Settings, the team inbox-connected email will need to also be hosted by Google.
4. Personalize how the connected email displays as the sender by adding a Reply From name or selecting to Personalise with Agent Name.
FAQs
Lead email notifications will not sync in via team inbox-connected emails. Lead notification emails are not viewable in the team inbox and they will not create new leads.
Calendars will not sync if connected to a team inbox. If you have more than 1 email address and wish to connect it to FUB and have those email addresses' calendars sync too, another user account will need to be created and the email will need to be synced there.