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By the end of this guide you'll have your work mailbox connected to Covercy One and understand how automatic email sync keeps your CRM up to date: your emails sync when you sign in, periodically while you work, and on a regular background schedule — and they're logged as activities against the matching contacts, with no manual "Sync now" clicks.
Note
You need access to the GP workspace to connect a mailbox. Emails are logged against contacts that already exist in your CRM, so add your investors and other external contacts first if you want their conversations captured.
Set up automatic email logging
- Connect your work mailbox to Covercy One from your GP workspace. You can connect more than one mailbox.
- Confirm the mailbox shows as connected.
- Make sure automatic email logging is turned on for the mailbox — the scheduled background sync covers mailboxes that have automatic logging enabled.
- Sign in to Covercy One. Each of your connected mailboxes syncs automatically as soon as you log in; the sync runs in the background and never delays your login.
- Keep working as usual. Covercy One re-syncs your mailboxes periodically while you're active in the app, and the scheduled background sync keeps them up to date even when you're not signed in.
Warning
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. Always navigate to Covercy directly rather than following links in unexpected messages.