Setting Up Outlook/Gmail Integration

ProjectMark's email integration allows you to seamlessly sync, configure, map, and filter contacts directly into ProjectMark

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Setting up your ProjectMark email integration is easy! Simply navigate to Global Settings, and select Integrations. From there, select Email and select your email provider. You will be asked to allow data to sync, and from there be able to edit what information flows between ProjectMark & your email (like not syncing @gmail.com contacts to ProjectMark, preventing personal contacts from getting into the CRM). Have any questions? Submit a ticket or send your CSM an email!