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.
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:
Go to 'Settings' then 'Integrations'
Scroll to the 'Email' section
In the 'Email & Calendar sync' select 'Setup'
You will be prompted to connect to your email account
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
You will be prompted to add your email. On the following page enter your Outlook365 password.
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]