LeadSimple

Learn how to connect your email account to track your emails in LeadSimple.

Connecting Your Email Account To Track Emails in LeadSimple

Learn how you can connect a shared email for your team to share as their outbound email address.

Connecting a Shared Inbox for Sending Emails Through LeadSimple

Learn how to set up the DMARC records on your DNS manager.

Set up DMARC for your email account

Fix "Cannot send mail" error with Microsoft email accounts

Enabling IMAP/Pop access on Microsoft accounts

Learn why the wrong email sometimes connects when you are connecting your email (and how to fix it).

Why is a different email connecting when I try to connect my email?

Learn why your email account sometimes disconnects from LeadSimple

Why did my email account disconnect from LeadSimple?

Tori Bradford

Alexa Roeper

Jheanelle Lewis

Connecting Your Email Account(s) to LeadSimple

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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