Email connections (Gmail / Outlook)

Connect your personal Gmail or Outlook in Settings > Emails. Team email and send/receive connections: Settings > Integrations or Settings > Emails for templates and connection management.

Email connections (Gmail / Outlook)

Joinways can connect to your email inbox so client inquiries automatically appear in the Leads section. You can connect Gmail or Outlook (or both) from your profile.

Two types of connections

Joinways distinguishes two types of email connections:

Personal email — your personal Gmail or Outlook inbox, connected from Settings > Email Connections.
Team email — a shared address (e.g. contact@myvenue.com), configured in Settings > Integrations > Sources.

Both types create leads in the Leads section and let you reply from Joinways.

Why connect your email

Incoming emails automatically create leads.
AI extracts key information from each email.
You can reply from Joinways without switching tools.
History is linked to events.

⚠️ Only emails received after connecting are processed. Old emails are not imported.

Configure

See the detailed guides for each provider:

Connect Gmail
Connect Outlook

Multi-account management

In a team, each member can connect their own email account. This ensures emails sent from Joinways come from the right team member's address, avoiding confusion on the client side. The admin can see each member's connection status in the team settings.

Primary vs secondary account — if a member uses multiple addresses, connect the primary one used for client correspondence.
Clean disconnection — if a member leaves the team, their email connection is automatically dissociated. Previously sent emails remain visible in events.

Troubleshooting

My email connection keeps disconnecting?

This can happen if your email provider revokes the authentication token (after a password change or security update). Simply reconnect your account from Settings > Email connections.

Do my colleague's emails show up in my events?

Yes, all emails linked to an event are visible to all team members who have access to that event, regardless of the sender. This ensures continuity of follow-up even when someone is absent.

Best practices

Connect your email during onboarding. This ensures all event-related communication is tracked from day one. Each team member should connect their own email — connections are personal, not shared across the workspace.

💡 Use your primary professional email for the best experience. All emails matching event contacts will be synced automatically.

FAQ

Can I connect multiple email accounts?

Yes, you can connect multiple accounts. All leads are centralized in the Leads section.

Are my credentials stored?

No, Joinways uses OAuth2. Your credentials never pass through our servers.

Can I switch from Gmail to Outlook (or vice versa)?

Yes. Disconnect your current email in Settings > Email Connections, then connect the new provider. Existing conversations are preserved in Joinways.