Linking Your Email Account to Chorus
Introduction
Chorus’ Email integration enables reps and their managers to get a comprehensive view of conversations across calls, meetings and emails. Without it, Chorus customers miss key interactions that occur outside of recorded calls and would lose extremely valuable insights, recommendations and feature functionality.
The Chorus email integration first needs to be activated by your Admin - if you're not seeing the Link Email option in your settings, have them contact your Chorus CSM to turn this functionality on!
Once that is setup, simply follow the instructions below in order for Chorus to connect to your Email.
Please note: For privacy reasons, Chorus only displays emails that are part of an external-facing correspondence with a prospect or customer. Internal-only correspondence or other exchanges that cannot be tied to an account within your Salesforce will not be shown.
How to Link Your Email -
Please follow the steps below to link your Email account to Chorus.
*Note: Examples below are for Gmail, but the flow is the same for other email clients, e.g. O365.
- Log in to Chorus. Click on your bottom left profile icon and select Settings.
- Within Personal Settings, click on “Link Email” [your email provider will be shown] under the Link Email section.
- You should see a popup with a consent screen [in this case Google’s consent screen]. Click “Allow” to authorize.
- You are all set! You should see the blue “LINKED” next to your email client. Your emails should start flowing into Chorus within a few hours.
