Once your email integration is connected, there are several ways to know it's working.

Inbound emails in the communication section

Within your Communication>Email area you'll see emails that have been synced in from your email account.

  1. This icon pointing down indicates it is a received email, and Buildxact can only receive emails through the Email Integration.

  2. This icon indicates the email from pulled in from a connected account.

Inbound emails in the client communication section

Within your Clients>Communication>Email area you'll see emails that have been synced in from your email account.

  1. This icon pointing down indicates it is a received email, and Buildxact can only receive emails through the Email Integration.

  2. This icon indicates the email from pulled in from a connected account

Any emails sent from Buildxact via your email will show up in the sent folder of your email account

If you send an email out of Buildxact and select the email you want to send from, we'll send from that email for you.

In this case the email you send will also appear in the "Sent" folder of that email account.

Any questions on any of this, let us know.

Did this answer your question?