Email Sync connects your Office 365 inbox to Alto so that email conversations with your contacts are captured automatically, without you having to copy and paste anything into a file note.
Every email you send and every reply you receive lands on the relevant Contacts or Properties Timeline in real time, so the whole team can see the latest conversation.
Note
Email Sync is a beta feature and currently supports Office 365 only. Support for other email providers is planned for a later release.
What Email Sync does
- Captures your email conversations against the right contact or property automatically, with no manual logging
- Syncs in real time, so replies appear in Alto without you needing to refresh
- Keeps everything on one shared timeline that the whole team can see
- Notifies you reliably when a reply comes in
- Saves you switching between Alto and your inbox to keep records up to date
Before you start
- Email Sync is currently a beta feature and is not available to all Alto customers by default. If you would like early access, please speak to your Account Manager or complete the request form here
- You need an Office 365 mailbox - other email providers aren't supported yet
- You don't need to contact Alto Support to enable Email Sync or to connect your inbox
Setting up Email Sync
Once Email Sync has been switched on for your business, each individual Alto account holder will need to connect their own inbox. Only one email account can be synced for each Alto user account.
In Alto:
- Click on the Account drop-down in the top right and choose Account Settings
- Choose the Your Account tab
- Under the Email Sync heading, click Link Microsoft Mailbox
- Sign in to your Office 365 account when prompted
- Accept the permission request to allow Alto to connect to your mailbox
Your inbox is now connected, and your emails will begin syncing automatically.
How synced emails appear in Alto
- Alto initiated emails and their replies are captured automatically - there's no need to add a File Note
- Sync is real time, so replies appear without you needing to refresh
- Every email and reply appears on the timeline of the relevant contact or property, so the whole team can see the latest conversation
- You'll be notified when a reply is received, using the bell on the main navigation bar