Please note: If you have previously integrated your email account prior to March 8th, 2022, you will need to disconnect your existing email integration and integrate again. Upon disconnecting your existing email integration, the Gmail and Outlook icons will appear. Follow the instructions below to reconnect your email account with calendar integration.Gmail Integration [ Video]
**Before you begin, clear your junk/spam folder(s) and the trash section in your Gmail to ensure an efficient syncing process. **
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For the calendar sync, users can select one way-syncs to sync Gmail to AMPED or AMPED to Gmail, or a bi-directional sync with activities syncing every 60 seconds between AMPED and Gmail. The one-way integrations sync one way. This selection is good for users who want one source of truth. The bi-directional sync integrates two ways, making sure that the AMPED and Gmail calendars are the same.
*Note this can be changed at any point after initial sync. To do so, go back to your Email and Calendar Integration in User Preferences and click on "Update inbox selection."
Click ‘Save & Sync’ once you have selected your preferences; AMPED will begin syncing your email and calendar in the background. You may continue to use the application during the sync, and you will receive a notification when the sync is completed.
*Note this can be changed at any point after initial sync. To do so, go back to your Email and Calendar Integration in User Preferences and click on "Update inbox selection."
Sync Frequency and Automatic Exclusions
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Manually Excluding Activities from Sync Sync
To avoid unwanted activities, mark an activity private on Gmail to exclude it from syncing to AMPED.
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Gmail to AMPED integration syncs scheduled meetings and tasks scheduled in Gmail to the AMPED calendar module. When you send or receive an email or a calendar invitation through Gmail, the events, associated leads, and contacts will automatically sync into AMPED. Activity provided that the email address included on the Gmail invite is associated with a lead or contact that is also assigned to the syncing user. Any attachments contained in the original Gmail invite will also be synced to the AMPED activity.
Amped AMPED to Gmail integration syncs scheduled meetingmeetings, callcalls, and task activities back to Gmail. When you schedule an AMPED meeting, call, or task and associate a lead or contact, the creation of the activity in Gmail upon sync will send invites to the email addresses contained on the original Lead or Contact record. Any attachments contained in the original AMPED invite will also be synced to the Gmail activity.
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Bi-Directional Sync
The bi-directional sync integrates two ways, ensuring that AMPED and Gmail calendars are the same
The bi-directional integration syncs scheduled meetings and tasks scheduled in Gmail and AMPED or AMPED to both the Gmail calendar and the AMPED calendar module. When you send or receive a calendar invitation through Gmail, the events, associated leads, and contacts will automatically sync into AMPED. While, when you send and receive a calendar invitation through AMPED, the creation of the activity will send invites to the email addresses contained on the original Lead or Contact record. The Bi-directional sync will update the title, location, event date, and event details.
By using the bi-directional sync integrates two-ways, ensuring that the AMPED and Gmail calendars are the same , you can delete AMPED calendar activities directly from your Gmail calendar. AMPED does not support the deletion of activities from Gmail. If you would like to remove it from AMPED, please delete it from your Gmail Calendar.
Email Sync
This two-way email sync allows you to send and receive emails and maintain email threads and messages with your leads and contacts all within AMPED. Whether you email through AMPED or through Gmail, your conversation is synced and allows you to view your entire conversation.
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