Email Integration FAQs

Q: Will other members of my organization have their emails pulled into my assigned accounts?

A: Only if the other members of your organization are users in ClientSuccess AND have authenticated their email in the Email Integration settings AND the contact they are exchanging emails with has an email address in their contact record of ClientSuccess.  

Q: Is there a way to filter out what emails get pulled into the engagements section?

A: No. All emails in your inbox or available folders will be pulled in and no filters can be applied.

Q: Are my emails stored on a ClientSuccess server?

A: Yes

Q: How long does it take for an email to be pulled in?

A: A hard sync is performed every hour to ensure all emails that should be harvested, have been.  However, when your integration is freshly connected, it can take up to 3-4 hours for the emails to start flowing in. If an email doesn't show up within a few minutes, please wait 1 hour and then reach out to support@clientsuccess.com to report the delay.

Q: What happens if my password changes on my email account?  Will the email sync stop?

A: Yes, the syncing of emails will stop because ClientSuccess is no longer connected to your email account. The ClientSuccess platform will generate an alert message stating you are no longer authenticated.