Quick start
- Go to Settings and navigate to My Profile.
- Scroll down to the Email (2-way sync) section.
- Choose either Gmail or Outlook, then click Connect.
Follow the detailed steps below to complete the setup.
You just pitched an incredible high-ticket retainer to a dream client. The energy on the Zoom call was perfect. They tell you they are ready to move forward and will shoot over one final question via email before signing the contract.
But you are logged into your CRM, building out your next marketing campaign. You do not see the notification pop up on your phone. Hours pass. By the time you finally switch tabs and check your personal inbox, the client’s excitement has completely faded. They assumed you were ignoring them and booked a consultation with your competitor instead.
You should never lose a massive deal simply because you were looking at the wrong screen. Bouncing between a personal inbox and a CRM is a massive operational bottleneck. HighLevel fixes this instantly with 2-Way Email Sync. You can connect your Gmail or Outlook directly into the platform so every single customer interaction lives in one unified dashboard. Let us centralize your communication right now.
Part 1: Connect Your Inbox
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Go to Settings and navigate to My Profile.
- Scroll down to the Email (2-way sync) section.
- Choose either Gmail or Outlook, then click Connect.
- Follow the standard prompts to accept the security permissions. Your inbox is now safely and securely tethered to your CRM.
Part 2: Send Your First Synced Message
Now that you have your inbox connected, you can manage everything directly from HighLevel.
- Navigate to the Conversations tab.
- Click on Create New Message (look for the pencil-on-paper icon).
- Select Direct Message.
- Choose your contact and click Continue.
- Your connected email address will automatically populate in the From field.
- Hit send. Your emails will now seamlessly sync both ways—from HighLevel directly to your personal inbox and back again.
Centralizing your inbox guarantees your team never misses a critical follow-up and keeps your speed-to-lead razor sharp.
Frequently Asked Questions
How do I connect my Inbox?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Go to Settings and navigate to My Profile. Scroll down to the Email (2-way sync) section. Choose either Gmail or Outlook, then click Connect. Follow the standard prompts to accept the security permissions. Your inbox is now safely and securely tethered to your CRM.
How do I send my First Synced Message?
Now that you have your inbox connected, you can manage everything directly from HighLevel. Navigate to the Conversations tab. Click on Create New Message (look for the pencil-on-paper icon). Select Direct Message. Choose your contact and click Continue. Your connected email address will automatically populate in the From field. Hit send. Your emails will now seamlessly sync both ways—from HighLevel directly to your personal inbox and back again. Centralizing your inbox guarantees your team never misses a critical follow-up and keeps your speed-to-lead razor sharp.