Help Center / How-to guides and use cases /
How to connect an email account
Connecting an email account to your inbox lets you manage conversations from your existing email address directly inside Plutio. Replies sent from Plutio go out through the connected address, so clients see your real email rather than a generic one.
Connect a Gmail or Outlook account
- Go to Settings > Inbox and scroll to the Email accounts section.
- Click "Connect an email" to open the email setup page.
- Choose your provider. Two options appear: Gmail (Google) and Outlook (Microsoft). Click the one that matches your email account.
- Authorize access. Your provider's sign-in screen opens. Log in with the email account you want to connect and grant Plutio permission to send and receive on your behalf. No manual server or password entry is needed because the connection uses OAuth.
- Configure the inbox. After authorization completes, you can set the inbox name, add team members to turn it into a shared inbox, and assign member roles so the right people have access.
How conversations link to contacts
When an email arrives from an address that matches an existing contact in your workspace, the conversation is automatically linked to that contact's record. The full email history with any client is always accessible from their contact profile without manual linking. If the sender doesn't match an existing contact, a new contact can be created directly from the conversation view.
