Connect to Outlook, Google
Two-way auto-sync your Contacts, Email and Calendar events with a few simple clicks.
Please Read
If you have already completed this step as part of set up or onboarding you can skip to next lesson.
Connecting Rechat to Outlook, or Google is simple, fast, and safe. It is also the **most important step **in setting up your CRM.
Rechat is deeply-integrated with Microsoft Outlook and Google, so with a few simple clicks you can have your data flowing in and out of Rechat. Any updates in Rechat will update those accounts, and any update on those accounts will update Rechat.
Steps
Connecting your account takes less than 2 minutes:
Top right of the page press on Sync with Outlook.
Enter your Outlook login and say YES to all the permissions so your app can be fully-functional.
The sync will begin right away but it might take a while as there is usually a lot of history in Calendar, Emails and Contacts to bring over and process, but this work happens in the background so you can continue using the app.
Important Points
Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.
Connecting Rechat to Outlook is completely safe. We have the same integration as with Google, and we have to pass an extensive annual audit which looks at many aspects of our product and company to make sure we keep your data safe.
Your data and contacts are yours, and we do not share them with anyone including your broker. Only you have access to them and if you ever want to leave Rechat, you can download and then delete them and take them with you.
Benefits of Connecting
Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.
When your account is connected, any email you send out of Rechat will actually be sent from your Outlook account, and you'll be able to find it in your Outlook sent folder.
All emails you send from Rechat will provide you with full insight about who opened or clicked on the links inside of them.
Your calendar will be synced in real-time, so anything you put in Rechat will update your Microsoft Calendar and anything you input into your Microsoft Calendar will automatically update Rechat. You don't have to worry about managing two calendars.
All of your contacts will be synced automatically between your Microsoft and Rechat accounts. In addition, Rechat will track the emails you send out and if you don't have those as a contact in Rechat, it will make a contact for you and add it to your Parked Contacts so you can add it to your CRM with one click.
Rechat will also track your last touches with a contact and notify you if you are falling out of touch with them.
When your account is connected, you will have much richer contact profiles and be able to see a full timeline of your relationship with that contact, including all of your communications and calendar events you have had together.
Is it Safe to Connect?
Absolutely. Your data is yours! We do not share your data with anyone, not even your broker, without your permission, nor will we ever spam your contacts. Also, for security reasons, Rechat never saves the body of your emails on its servers; it only retrieves them in real-time when you need to view an actual email and haven't saved it anywhere.
Rechat conducts an extensive, annual audit with Google to keep this integration in place.
Last updated
