Connecting your email to Ralivi brings all your communications into one place. Send, receive, and track emails without leaving your CRM. Ralivi supports both Gmail and Outlook.
What You Get
Unified inbox for all your email accounts
Automatic linking to contacts and deals
Smart suggestions for creating contacts from emails
Complete email history on contact profiles
Send and reply to emails from Ralivi
Real-time sync with your email provider
Connecting Gmail
1
Go to Email Settings
Navigate to Settings → Email Integration in Ralivi.
2
Click "Connect Gmail"
Find the Gmail option under "Connect Email Account" and click the button.
3
Sign in with Google
You'll be redirected to Google's sign-in page. Choose the Gmail account you want to connect.
4
Grant Permissions
Ralivi will request permission to:
Read your email messages
Send emails on your behalf
Access your email metadata (subject, sender, date)
Click "Allow" to grant these permissions.
5
Start Using Your Inbox
You'll be redirected back to Ralivi. Your Gmail is now connected! Go to the Inbox to see your emails.
Connecting Outlook
1
Go to Email Settings
Navigate to Settings → Email Integration in Ralivi.
2
Click "Connect Outlook"
Find the Outlook option under "Connect Email Account" and click the button.
3
Sign in with Microsoft
You'll be redirected to Microsoft's sign-in page. Enter your Outlook/Microsoft 365 credentials.
4
Grant Permissions
Ralivi will request permission to:
Read your email messages
Send emails on your behalf
Access your email metadata
Click "Accept" to grant these permissions.
5
Start Using Your Inbox
You'll be redirected back to Ralivi. Your Outlook is now connected! Go to the Inbox to see your emails.
Multiple Email Accounts
You can connect multiple email accounts to Ralivi. This is useful if you:
Have both personal and work email addresses
Manage multiple brands or businesses
Want to separate different types of communications
Use both Gmail and Outlook
How It Works
All connected accounts appear in one unified inbox
Filter by specific account using the dropdown
Replies are sent from the account that received the email
Each account can have different visibility settings
Managing Visibility
Control who on your team can see emails from each connected account:
All Members (Default)
By default, all team members can see emails from connected accounts. This is best for shared inboxes and team collaboration.
Specific Members Only
Restrict access to specific team members. Useful for:
Personal email accounts
Sensitive communications
Department-specific inboxes
Executive or leadership emails
To change visibility: Go to Settings → Email Integration, find the account, and click "Visibility" to manage access.
Disconnecting an Account
If you need to disconnect an email account:
Go to Settings → Email Integration
Find the account under "Connected Accounts"
Click "Disconnect"
Confirm the disconnection
Note: Disconnecting an account will stop syncing new emails, but existing email history in Ralivi will remain visible.
Security & Privacy
OAuth 2.0 Authentication
Ralivi uses industry-standard OAuth 2.0. We never see or store your email password.
Encrypted Storage
All email data is encrypted in transit and at rest. Your communications are secure.
Revocable Access
You can revoke Ralivi's access at any time through your Google or Microsoft account settings.
Granular Permissions
Ralivi only requests the minimum permissions needed. We don't access other Google or Microsoft services.
Troubleshooting
Connection failed or timed out
Make sure pop-ups are enabled in your browser
Try using an incognito/private window
Clear your browser cache and cookies
Check your internet connection
Try a different browser
"Access denied" or permission errors
Make sure you clicked "Allow" or "Accept" on all permission screens
Check if your organization has restrictions on third-party apps
Contact your IT administrator if using a work email
Try disconnecting and reconnecting the account
Emails not syncing
Check if the account is still connected in Settings
Click the refresh button in the inbox
Wait a few minutes - sync can take time for large inboxes
Try disconnecting and reconnecting the account
Can't send emails
Verify the account is still connected
Check if you have permission to send from this account
Try disconnecting and reconnecting to refresh permissions
Contact support if the issue persists
Next Steps
Now that your email is connected, learn how to use the unified inbox.