Steps to Sync emails to Jiminny
In the Jiminny Platform, go to your profile
In Settings, click on Integrations
Under Sync Email, click on the toggle
Jiminny will redirect to a page for consent and authorization
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 Deal Insights?
Activity Matching:
Deal Insights matches activities (emails, meetings, phone calls) to deals.
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 Deal Insights for the relevant opportunity.