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How to Configure Email & Calendar Synchronization with Eagle

How to Configure Email & Calendar Synchronization with Eagle

Email synchronization enables the exchange of incoming and outgoing emails between Eagle and your email account

Justin Tilley avatar
Written by Justin Tilley
Updated over 2 weeks ago

What is the functionality and purpose of the integration?

Email Sync

Eagle Sync establishes a link between your email account (G Suite, Office365, Exchange, etc.) and your contact records in Eagle. The Email to Eagle sync feature logs your incoming and outgoing emails under the relevant contact in Eagle.

Email sync added an extra layer of security for your Eagle user accounts to be synced to Microsoft 365. Each authorisation attempt now requires approval for each Eagle user attempting to sync their external email account.


Calendar Sync

The calendar sync operates in both directions, meaning that updates made to your calendar in Eagle will also be reflected in your connected calendar account, and vice versa.

It's important to note that when setting up either the email sync or calendar sync options, you will have the flexibility to choose between a one-way or two-way sync depending on your preferences.

Note: To ensure that the email gets recorded in Eagle, the email address provided must match the email address saved in the Contact record exactly.

For instructions on setting up the Calendar Sync, please click here

How To Connect To Your Email Account

To synchronise the emails sent from your personal email account with the contacts in your Eagle account:

  1. Go to 'Settings' then 'Integrations'

  2. Scroll to the 'Email' section

  3. In the 'Email & Calendar sync' select 'Setup'

  4. You will be prompted to connect to your email account

  5. Select Google (G Suite), Office365, Exchange or Other (IMAP)

Jump to connection instructions for: 

Google Workspace (Formerly G Suite)

  • You will be prompted to add your email or phone

  • Enter the password for your email account

  • A new screen will appear asking you to give Nylas permission to access your account (Google)

Office365

Connecting with your email sync and your Microsoft account will require arranging for your Microsoft 365 global admin user to approve this for you.

  • Enter a reason for an admin approval request > Click Request approval

  • Click Back to app

For Microsoft365 Admin users, you can control whether end users can authenticate themselves against your Nylas application or need an administrator to approve their authentication attempt.

  1. From the Microsoft Entra admin centre, search for User consent settings and navigate to the resulting page

  2. Select Allow user consent for apps from verified publishers, for selected permissions

  3. Save your changes

Granting admin approval to authenticate:

Some Microsoft applications require administrator approval before end users authenticate against them. If an end user tries to authenticate with an application and its admin hasn't granted their consent, Microsoft displays a notification that prompts them to either continue without permission or log in as an admin and grant permission.

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Require admin approval to authenticate:

As a Microsoft Admin user, you can control whether end users can authenticate themselves against your Nylas application, or an administrator needs to approve their authentication attempt.

Configure user consent settings.

To configure user consent settings through the Microsoft Entra admin center:

  1. Browse to Identity > Applications > Enterprise applications > Consent and permissions > User consent settings.

  2. Under User consent for applications, select which consent setting you want to configure for all users E.g. Select Allow user consent for apps from verified publishers, for selected permissions

  3. Select Save to save your settings.

More information on this can be found here.

To enable the admin consent workflow and choose reviewers:

  • Browse to Identity > Applications > Enterprise applications > Consent and permissions > Admin consent settings.

  • Under Admin consent requests, select Yes for Users can request admin consent to apps they are unable to consent to.

Authorize an application as an administrator

As an administrator, you can authenticate the end users to your application on their behalf. In some cases, end users might not be able to authenticate without permission from an administrator or the company.

When this happens, end users can submit approval requests from the "Approval required" notification:

  1. The end user enters their reason for requesting access and clicks Request approval.

  2. Microsoft emails the administrator to notify them that an end user has requested approval.

  3. The administrator logs in to the Microsoft Entra admin center and navigates to their Admin consent requests.

  4. The administrator reviews their pending requests and either grants or denies access.

After the email administrator approves the user's request, the end user can restart the authentication process and connect their account to Nylas using the same process outlined above accessed via Settings > Integrations > Email & Calendar sync.

Exchange

  • You will be prompted to enter your email and password. Then click Advanced Settings to enter your email server details. 

Other/IMAP

  • You will be prompted to enter your email, password and the IMAP settings of your email server. 

How To Enable Email Sync

Your email has been linked, and the final step is to activate the synchronisation. 

Email I Receive

  • Enabling "Synchronise Incoming Emails" will make sure that any emails received in your connected email account will be recorded under the corresponding contact in Eagle, but only if the email address matches the one stored in Eagle's contact information.

Email I Send

You can then choose which email server your emails from Eagle will be sent from:

  • Enabling Send Emails From My Connected Account will send emails from Eagle via your connected email server. This will assist in email deliverability. 

  • Enabling Send Automation Emails From My Connected Account will ensure that the automation emails from Eagle will also be sent via your connected email server.
    For more information on the advantage of sending emails via your connected email server click here

Synchronise Outgoing Emails

  • Enabling "Synchronise Outgoing Emails" will ensure that any emails you send to contacts already present in Eagle from your connected email account will be recorded under the corresponding contact in Eagle. 

Note: You can still use Swoop for outgoing emails, which will allow you to have more control over which emails you want to save in Eagle.

For instructions on setting up the Calendar Sync, please click here

We are here to help

If you need additional help with this, please get in touch with our Eagle Support Team by phone at (03) 9016 0444 or by email at [email protected]

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