This section covers 2 way syncing with Gmail and Office365 Inbox
Background Due to an increase of scope to Google's ongoing commitment to protecting your data, it is required as of now to whitelist CustomerSuccessBox Gmail OAuth App in your GSuite. This change pert...
Overview One of the major focus of CustomerSuccessBox is actionability. This article will cover connecting your Gmail account to CustomerSuccessBox. Once connected you don’t have to switch between tab...
Objective This article will cover connecting your Outlook account to: Sync your customer communications with CustomerSuccessBox Send out emails to your customers directly from CustomerSuccessBox via y...
Overview One of the major focus of CustomerSuccessBox is actionability. This article will cover connecting your Gmail/Outlook Calendar with CustomerSuccessBox. Once connected we will fetch all the cus...
I cannot find the email which should have been synced? Confirm if the CSMs inbox where the expected email was sent from is authorized and configured correctly. If not, please authorize the inbox first...