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OfficeBrain CRM Email Connector

OfficeBrain CRM Email Connector

CRM email connector for Gmail and Microsoft 365

Simple CRM dashboard and secure email connection visual.

How OfficeBrain CRM Email Connector uses connected email accounts

OfficeBrain CRM Email Connector helps businesses manage leads, follow-ups, customer communication, and email activity. When users connect their Gmail account, OfficeBrain CRM Email Connector can send CRM emails from their account and display related email activity inside the CRM.

Gmail and Microsoft 365 sending

When a user authorizes an email connection, OfficeBrain CRM Email Connector may send CRM-related emails from that connected account so customer follow-ups, lead responses, appointment messages, and other business communication can be managed from the CRM.

Related email activity

OfficeBrain CRM Email Connector may display related email activity inside the CRM so authorized users can understand recent communication history for leads, customers, and business contacts.

User control

Users can disconnect email access in OfficeBrain CRM Email Connector or revoke access through their Google or Microsoft account security settings.

Data use and access limits

Connected account access is used to provide CRM email features requested by the user or business. OfficeBrain CRM Email Connector does not sell connected email account data.

Purpose of access

Access is used for CRM email sending, CRM communication history, lead follow-up, customer communication, troubleshooting, security, and service operation.

Account authorization

A user must authorize the Gmail or Microsoft 365 connection before OfficeBrain CRM Email Connector can use that account for supported CRM email features.

Access removal

If access is removed, OfficeBrain CRM Email Connector may no longer be able to send email from that account or display new related email activity from that connection.

SMS and communication terms

Businesses and contacts may receive service, appointment, lead follow-up, support, or account-related messages when they provide consent or otherwise request communication. Message frequency varies based on the conversation and service activity. Message and data rates may apply.

Opt out

Recipients can reply STOP to opt out of SMS messages where supported.

Help

Recipients can reply HELP for help where supported, or contact the business directly through its published contact information.

No sale of consent data

Phone numbers, opt-in records, and messaging consent data are not sold. Consent is used to support requested business communication and related compliance obligations.

Frequently Asked Questions

Why does OfficeBrain CRM Email Connector request access to Gmail or Microsoft 365?

OfficeBrain CRM Email Connector requests access so authorized users can send CRM emails from their connected account and view related email activity inside the CRM.

Does OfficeBrain CRM Email Connector send email without user authorization?

No. A Gmail or Microsoft 365 account must be connected and authorized before OfficeBrain CRM Email Connector can use that account for supported CRM email features.

Can users disconnect their email account?

Yes. Users can disconnect the account in OfficeBrain CRM Email Connector or revoke access through their Google or Microsoft account settings.

Is connected email account data sold?

No. Connected email account data is used to provide CRM email and communication features and is not sold.

How are SMS opt-outs handled?

Where SMS messaging is supported, recipients can reply STOP to opt out. Message frequency varies, and message and data rates may apply.