New Email/Calendar Integration Onboarding for End Users

We're very excited to be introducing a new, improved email and calendar integration system with:

  • Faster Performance: The system responds up to 2.5 times faster, making your experience smoother.
  • Enhanced Security: Your data is more secure with our new direct synchronization method.
  • Improved Reliability: This new integration is built from the ground up, making it more stable and dependable.
  • Better Email Handling: The system now detects bounced emails more accurately and improves overall email deliverability.

What Do I Need to Do?

To take advantage of these improvements, all you need to is reconnect your email account with Revenue.io

You can do this anytime before November 30th, 2024. After this date, the old system will no longer work and your integrated Email/Calendars will automatically be disconnected.

Disconnecting Your Current Email/Calendar Integration

  • Login to the Revenue.io Console.
  • Navigate to your My Settings | Integrations Tab
  • Click Remove next to your current email integration.

Screenshot 2024-09-02 at 7.33.22 PM.png

Connect With The New Email/Calendar Integration

  • From the same page, click Add Integration
  • Choose your email provider and continue with the steps below.
    Screenshot 2024-09-02 at 7.48.46 PM.png

Office365 and Exchange

  1. Choose an account to connect, or select Use Another Account if your account isn't listed.
    Screenshot 2024-09-02 at 8.01.10 PM.png
  2. Click Accept to provide Revenue.io access to integrate with your Office365/Exchange account.
    Screenshot 2024-09-02 at 6.07.49 PM2.png
  3. You will see a confirmation message indicating your account was connected successfully
    Screenshot 2024-09-02 at 8.07.48 PM.png

Google

  1. Choose an account to connect, or select Use Another Account if your account isn't listed.
    Screenshot 2024-09-02 at 7.51.07 PM.png

  2. Click Continue to sign in to Nylas.com (our Email/Calendar API provider)
    Screenshot 2024-09-02 at 7.52.22 PM.png

  3. Click Allow to provide Revenue.io access to integrate with your Google account via Nylas
    Screenshot 2024-09-02 at 7.53.51 PM.png

  4. You will see a confirmation message indicating your account was connected successfully
    Screenshot 2024-09-02 at 7.57.13 PM.png

 

 

If you have any questions or need assistance with reconnecting your account, please don't hesitate to reach out to our support team.

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