Before you start
Before you start, make sure you have:
- A Klipy account
- Access to your email and calendar account
- Expected setup time: 1-2 minutes
Step 1: Navigate to sales inbox settings page
Go to Settings -> Sales Inbox (or click this link to go directly).
Step 2: Choose your email provider
Click on the provider you want to connect.
Step 3: Authorize Klipy to access your email
1. You will see a popup redirecting you to your email provider's login page.
2. Sign in with your work email if you are not already logged in.
3. Follow the authentication process. Review the permissions Klipy is requesting, and click Allow.
4. Popup will close automatically after authorization.
What happens next?
With your email synchronized with Klipy, whenever a new email or meeting is received, Klipy will:
- Create Person and Company records from your emails and meetings
- Generate Interaction summaries from your conversations
- Identify action items from your communications
- Link all related records automatically
Frequently Asked Questions
Why does Klipy need all these permissions?
Why does Klipy need all these permissions?
Klipy only accesses the permissions that are necessary to provide the features you use.
We adhere with all cybersecurity and data privacy requirements from Google and Microsoft for their API access.
If you have any concerns about the permissions, please send us a message and we will help guide you through the details.
What if I don't want to grant all these permissions?
What if I don't want to grant all these permissions?
The permissions we request are the minimum required to provide the features you use.
If some of the permissions are not granted, the automation may not work as expected.
Can I revoke the permissions later?
Can I revoke the permissions later?
Yes, you can revoke the permissions at any time by going to Settings -> Sales Inbox and clicking Disconnect account button.
Will this affect my email settings?
Will this affect my email settings?
No, your email settings are completely independent of Klipy. Klipy does not change any settings in your email provider.
How do I connect multiple email accounts?
How do I connect multiple email accounts?
You can connect multiple email accounts by creating additional Klipy accounts. Each account requires a separate subscription.
How do I connect IMAP/SMTP email accounts?
How do I connect IMAP/SMTP email accounts?
Currently, Klipy only supports email integration with Google or Microsoft. IMAP/SMTP email connections (like Zoho, Yahoo) are not yet supported but are on our roadmap.