Emails are an essential piece of tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever before.
1-minute tutorial
Step-by-step guide
1. Go to your 'Account Settings' in Weflow
Click on your avatar icon
Select Account Settings
Next, pick 'Email' from the list on the left side
Open up the 'Account Settings
Select the 'Email' section in your account settings
2. Connect your Google Account to Weflow
Click on the 'Sign in with Google button
Select the email account you want to connect
Accept the permissions (we only ask for what is required)
Good to know: Weflow has been audited by Google as part of that process, Google has confirmed and verified that Weflow follows all required security processes and only uses the permissions necessary to fulfill our services.
3. Configure your settings
Make sure to configure all settings based on your specific needs
We generally recommend using our Chrome Extension for email logging as it gives you more granular controls
However, we totally understand if you prefer to use our auto-logging in the background sync