How to connect your email inbox to HelloGrowthCRM
Connect Gmail, Outlook, or any IMAP inbox to HelloGrowthCRM in two clicks. Sync incoming and outgoing email to leads automatically.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Getting Started section to browse more guides, compare related tasks, and choose a better starting point.
View all Getting Started guidesConnecting your inbox to HelloGrowthCRM lets every email you send and receive automatically log against the right lead — no copy-paste, no BCC tricks.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Active Gmail, Workspace, Microsoft 365, or Outlook.com account (or IMAP)
- •IT admin permission if your org enforces OAuth review
- •About 4 minutes
- •Recommended: SPF/DKIM-aligned sending domain
- 1
Go to Settings → Inbox
Click your avatar → Settings → Inbox. You'll see No inbox connected if first time.
- 2
Pick your provider
Connect Gmail, Microsoft 365, or Outlook.com. For other providers click Other (IMAP/SMTP).
- 3
Authorize via OAuth
Google/Microsoft asks for permissions. We use minimum necessary scopes — see /legal/oauth-scopes.
- 4
Choose what to sync
Two-way (recommended) syncs in and out. One-way = inbound only. Choose folders/labels — Inbox + Sent typical.
- 5
Set your sending alias
From-name + Reply-to your reps send under. Default = your full name + connected email.
- 6
Test the connection
Click Send test email. Within 30s you should receive Inbox connected! confirmation.
- 7
Verify auto-logging works
Send to a known lead from Gmail/Outlook. Within 60s it shows on lead timeline as Email sent event.
Frequently asked questions
Does HelloGrowthCRM read all my emails?▾
We sync only emails matching CRM contacts, or all emails if you enable auto-create. Personal emails to addresses not in your CRM are never logged.
Can multiple users connect their own inboxes?▾
Yes — every user connects their own. Shared mailboxes connect once via HelloMail.
Will emails I send from outside HelloGrowthCRM still log?▾
Yes, with two-way sync enabled. Anything from Gmail/Outlook/phone shows up on the lead timeline within 60 seconds.
Does this break my email signature?▾
No. We respect the signature configured in Gmail/Outlook. Override per-CRM in Settings → Inbox → Signature.
Can I disconnect later?▾
Yes — Settings → Inbox → Disconnect. Your historical synced emails stay in the CRM.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Getting Started or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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