Email Integration

The Email Integrations feature in Sales & CRM for Jira allows you to connect your Gmail or Outlook account and send emails directly from the app.

By integrating your email, you can:

• Send and receive emails without leaving Sales & CRM for Jira.

• Maintain consistent communication by applying custom email signatures.

Sales & CRM 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 Sales & CRM for Jira 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, Sales & CRM may require additional permissions to proceed with the integration.

Click if you wish to continue.

Next, review the request message. It confirms that Sales & CRM for Jira 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 permission to send emails on your behalf, and click Continue.

✅ You’re all set! Your Sales & CRM boards are now linked with your email system, and you can now send emails directly from Sales & CRM for Jira.

• You can connect multiple accounts if needed.

• At any time, you can Revoke access to disconnect an account.