How do I connect my email inbox to Visualist?
Open Account, go to Integrations, connect Google, and keep Gmail enabled. The connected Gmail account works in Emails and Hub Message Centers.
Connect Google to use Gmail for client email inside Visualist. The Gmail connection belongs to your Visualist account, so it is available from Emails and Hub Message Centers.
Connect Gmail
- Open Integrations. Open
Account, then selectIntegrations. - Connect Google. On the Google card, click
Connect Google. - Authorize Google. Complete the Google authorization flow, then return to Visualist.
- Confirm Gmail is enabled. The Google card shows the connected account and separate switches for Google services. Keep the
Gmailswitch on to use the account inEmailsand Hub Message Centers.
You can also open Emails and click Connect your email when no Gmail account is active. This opens the direct Google connection flow.
Managing the connection
Use the Gmail switch to pause or resume Gmail while leaving the Google connection in place. Click Disconnect on the Google card to disconnect Google from Visualist.
The Gmail connection belongs to your Visualist account. Use Emails for workspace-level mail, and use a Hub Message Center when the conversation belongs with a specific project.
Next, learn how to write and answer client mail in How do I send and reply to a client by email?.