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Reading emails from Microsoft Outlook in Vymo

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Vymo Integration with Microsoft Outlook

Vymo allows you to read email conversations with leads and partners from within the app, without needing to open your email client. This guide explains how to integrate Microsoft Outlook with Vymo for seamless access to email conversations.

Email Synchronization Criteria

Vymo syncs emails that involve communication with recognized leads and partners. Here are the specific synchronization criteria:

  • Incoming Emails: Only emails from senders listed as Vymo leads or partners are synced.

  • Outgoing Emails: Emails sent to recipients in the To, Cc, or Bcc fields who are listed as Vymo leads or partners are synced.

Please note that emails from deleted contacts will not be displayed in Vymo.

Accessing Emails in Vymo

Once Outlook is integrated with Vymo, you can access your emails related to leads and partners directly within the Vymo app. These emails will be visible on the 'Activities this month' card on the Hello screen, along with outgoing emails where you are the sender.

By following these steps, you can seamlessly integrate Microsoft Outlook with Vymo to access email conversations conveniently from within the app.

Connecting your Microsoft Outlook account to Vymo

After the Microsoft Outlook integration is enabled for your company, connect your Vymo account to it.

  1. Log in to the Vymo web app and click your user name in the upper-right corner of the screen.
  2. To connect Microsoft Outlook to Vymo, turn on the Office 365 toggle.
  3. Follow the on-screen prompts to allow the Vymo app to access Microsoft Outlook.

Microsoft Outlook email is now connected to your Vymo account.

Connecting your Microsoft Outlook to Vymo on your phone

To connect Microsoft Outlook to your Vymo account on the phone app, use the following steps:

  1. Tap the hamburger icon (three horizontal lines near the bottom right) and tap Settings.
  2. In the Integrated Accounts section, turn on the Office 365 Suite toggle. If you don't see this option, it means Outlook isn't enabled for your company.
  3. Follow the on-screen prompts to allow the Vymo app to access your Microsoft Outlook emails.

Your Microsoft Outlook account is now connected to your Vymo account, and you can read the email conversations with leads and partners

Disconnecting your Microsoft Outlook account from Vymo

After your Microsoft Outlook account is connected with your Vymo user ID, it remains connected even after the Vymo app in uninstalled or after you log out of the app.

To remove the connection:

  1. Tap the hamburger icon (three horizontal lines near the bottom right) and tap Settings.
  2. In the Integrated Accounts section, turn off the Office 365 Suite toggle, so that the color changes to grey.

Your Microsoft Outlook account is no longer connected to your Vymo account. New emails can no longer be displayed in Vymo, but you can still see the older email conversations.

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