Email Integration
The Email Integrations feature in SalesForge allows you to connect your Gmail or Outlook account and send emails directly from SalesForge.
By integrating your email, you can:
Send and receive emails without leaving SalesForge.
Maintain consistent communication by applying custom email signatures.
SalesForge currently supports integrations with:
Gmail
Outlook COMING SOON
Once connected, your emails become part of your CRM workflow, ensuring all communication is tracked and visible within Jira.
How to Integrate SalesForge with Email Systems
Step 1: Open the Integrations Menu
From the top-right of any board (Leads, Contacts, Accounts, or Deals), click 
and select your preferred email system.
Step 2: Navigate to Integration Settings
You will be navigated to the Integration Settings page for the selected email system.
For Gmail → Click Connect new Gmail account.
For Outlook → Click Connect new Outlook account.
Step 3: Authorize Access and Configuration
At times, SalesForge may require additional permissions to proceed with the integration.
Click 
if you wish to continue.
Next, review the request message. It confirms that SalesForge requires access to your Google account to enable email integration.
Review the request details carefully.
Click Continue to proceed.
Step 4: Select Account and Grant Permission
You’ll be redirected to the provider’s authorization page:
Choose the email account you want to connect, or sign in with another account.
Review the permissions requested (send emails on your behalf, sync interaction history, etc.), and click Allow.
Once access is granted, you’ll be redirected back to SalesForge. Your connected account will appear in the list under Gmail integrations.
You can connect multiple accounts if needed.
At any time, you can Revoke access to disconnect an account.
✅ You’re all set! Your SalesForge boards are now linked with your email system, and you can now send emails directly from SalesForge.
Customize Email Settings
SalesForge also allows you to personalize how your emails are sent.
In Email Settings, you can:
Enable or disable automatic signatures for every new email.
Create and edit your custom email signature to be appended automatically.
This ensures that your outbound communication remains consistent and professional across all integrated accounts.