Steps to Sync emails to Jiminny
In the Jiminny Platform, go to your Settings
Click on Profile, then Connections
Under Sync Email, click on the toggle to "IMPORT EMAIL CONVERSATIONS WITH MY CUSTOMERS"
Jiminny will redirect to a page for consent and authorization
💡 Here's a how-to explainer:
Please note to import emails your contact will be in the CRM. The email does not need to be stored anywhere this is pulled directly from Office365 or Google.
How does the sync relate emails to deals in Revenue Insights?
Activity Matching:
Revenue Insights matches activities (emails, meetings, phone calls) to deals, accounts and contacts.
Email Matching Process:
Sync users inbox for last 1 month when initially syncing emails. (Time periods longer than this can be requested via our support team or your CSM)
Identify the email's recipient and participants.
Match the activity to the Opportunity using the workflow described here
All matched activities are aggregated and displayed in Revenue Insights for the relevant deal, account and contact.