This guide explains how to connect your individual business email account to LeadCenter.ai so that you can send, receive, and track emails directly within the platform.

1. Overview

LeadCenter allows you to connect two types of email accounts:

• A shared email account, such as info@yourcompany.com
• Your individual business email account, such as you@yourcompany.com

Once connected, all email communications with your contacts will automatically appear under each contact’s details page in LeadCenter.
You’ll also be able to:

• Send and receive emails directly inside LeadCenter
• Use email templates for consistent communication
• Track email opens and link clicks for engagement insights

2. Accessing Email Integration Settings

To connect your email:

1. Click your name in the upper-right corner of LeadCenter.
2. Select Individual Email Account.
3. This opens the Integration Page, where you can configure your connection.

3. Supported Email Providers

LeadCenter supports multiple email providers:

• Office 365 (Outlook) – Direct integration with Microsoft’s authentication system.
• Google (Gmail) or Other Email Providers – Requires manual setup using SMTP and IMAP credentials.

In this example, we’ll go through the Office 365 setup process.

4. Connecting Office 365

To connect your Microsoft Outlook account:

1. On the Integration Page, click Office 365.
2. Click the blue Connect button.
3. You’ll be redirected to Microsoft’s login page.
4. Log in with your Outlook business credentials.
5. Grant LeadCenter permission to access your account by clicking Accept.

Once accepted, your account is successfully connected to LeadCenter.

5. Enabling Contact Email Sync

After your email account is connected:

1. Enable the option Receive Contact-Related Emails.
2. This ensures all inbound and outbound messages with your leads and clients are automatically synced.

Now, your email setup is complete, and LeadCenter will synchronize messages associated with your contacts.

6. Sending Emails from LeadCenter

Once your account is connected, you can send emails directly from a contact’s profile:

1. Open any Contact Details Page.
2. Click Actions → Send Email.
3. Compose your message:
   • Enter a subject line (e.g., “This is a test”).
   • Use a pre-built email template to streamline the message.
4. Click Send.

The message will appear both in:

• The contact’s communication history in LeadCenter
• Your Outlook Sent Items folder

7. Tracking Email Engagement

One major advantage of syncing your email is the ability to track performance metrics.
LeadCenter automatically records:

• Whether the email was opened
• Whether the recipient clicked any links

These metrics are visible directly in the contact’s timeline or email history section, helping you measure engagement and follow up effectively.

8. Summary

By syncing your individual business email account with LeadCenter.ai, you centralize your client communication, simplify email tracking, and enhance collaboration across your sales and service teams.

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