Connect your Microsoft 365 or Gmail account and see email conversations right on your deals.
8 min read
What is Email Sync?
Email Sync connects your Microsoft 365 or Gmail account to OneBob so you can see email conversations directly on each deal. Emails are searched on demand - nothing is continuously synced in the background.
View emails from customers right on the deal page
Pin important emails so the whole team can reference them
Share email access with specific team members per deal
Privacy-first: you control who sees your conversations
Setup time: ~5 minutes
Before You Begin
You need a Microsoft 365 or Google account
Your organization admin may need to grant consent for the OneBob app first
Email Sync is available on Professional and Enterprise plans
1
Admin Consent (if required)
For Microsoft 365, if your organization restricts app access, an IT administrator needs to approve OneBob first. Gmail does not require admin consent.
1Ask your IT admin to visit the Admin Consent page linked in Settings → Email Sync
2The admin reviews the requested permissions (Calendar, Email read access) and clicks Accept
3Once approved, all users in your organization can connect their accounts
2
Enable Email Sync for Your Organization
An administrator in your OneBob account needs to turn on the email sync feature.
1Go to Settings → Email Sync
2Toggle "Enable email sync for the organization" to on
3This makes the feature available to all users, but they still need to connect individually
3
Connect Your Email Account
Each user connects their own mailbox via Microsoft 365 or Gmail.
1Go to Settings → Email Sync and click "Connect Microsoft 365" or "Connect Gmail"
2Sign in with your account and grant the requested permissions
3Click "Enable" next to your connection to activate email sync
4
View and Pin Emails on Deals
Once connected, emails appear automatically on deal pages.
1Open any deal: the Emails section shows conversations with the deal's customer
2Click an email to read the full content in a preview modal
3Click "Pin to deal" to permanently save an email on the deal for your team
4Use the search bar and direction filter to find specific emails quickly
5
Share Emails with Your Team
By default, your emails are private. You choose who can see them on each deal.
1Use the sharing bar on the deal email section to grant access to specific team members
2Team members without access can request it, and you approve or deny from the deal page
3Sharing is per deal: granting access on one deal does not affect other deals
Tips & Best Practices
Pin the most important emails early. This makes them available to the team even if you disconnect later
Use the "Browse all emails" button to search across all emails with a customer, not just the current deal
Share proactively on active deals so your team has context without having to request access
Emails are fetched on demand, so there is no background sync or storage cost for emails you don't view
You can disconnect your email account anytime from Settings without losing pinned emails
Need Help?
If you run into issues connecting your email account or have questions about email sync, our support team is here to help.
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