Feature Update: Two-Way Sync with Gmail

We are thrilled to announce the release of our new Two-Way Sync (V2) for Gmail. πŸŽ‰

# 🌟 What’s New:

– Users can now sync their inbound emails from any existing contact directly to GHL when their 2-way sync is connected.

– Users can also create a contact and add the conversation seamlessly into HighLevel while they are sending an email from Gmail

– Outgoing emails sent from HighLevel will be reflected in users’ Gmail Sent folder, and vice versa maintaining a complete record of the correspondence.

πŸ™‹πŸ»β€β™‚οΈ Existing contacts:

– Incoming emails to users’ Gmail accounts from any existing contact (who is assigned to the user) will be automatically imported into GHL.

πŸ₯· New Contacts:

– Users can now import new contacts into GHL while sending a mail from Gmail using the β€˜Auto BCC Sync’ option

– β€˜Auto BCC Sync’ is available for users under their sub-account / settings / my profile section. It is unique to each user’s email and location.

– Users can add this β€˜Auto BCC Sync’ option to the cc or bcc field while sending an email from Gmail to create a new contact and add the conversation in GHL

βš™οΈ Easy Setup and Configuration:

– Users can set up the Two-Way Sync with Gmail in a very simple process through settings / MyProfile

🚦Limitations:

– Currently, only the primary email of a contact is used to sync emails between Gmail and GHL. Inbound Emails sent from the contact’s additional/secondary email to users will be reflected in GHL. But Outbound emails sent from the user to the contact’s additional/secondary email won’t be synced in GHL.

– In case there are multiple contacts in recipients while sending an email from the user’s Gmail, the conversation will be populated only for the first contact.

– In case a location allows duplicate contacts, the conversation will be populated on the first created contact.

With this update, users can now enjoy more integrated and efficient communication by synchronizing their emails and contacts bidirectionally.

*This feature can currently be accessed via Labs*

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