Connecting your email lets you send and schedule emails from Symbo, sync conversations with your prospects, and use the Calendar Scheduler. This guide walks you through connecting a mailbox and adjusting its sending settings.
If you're connecting a Gmail account, make sure Symbo is whitelisted in your Google Workspace so the connection goes through smoothly. You can find instructions on how to whitelist Symbo here.
Click on your initials in the top right corner of Symbo and select "My Settings". In the settings menu on the left, select "Email" under "Connections".
Click "Connect". You'll be taken to a secure sign-in flow where you enter your email address and log in with your email provider. Make sure to allow all requested permissions — this ensures the best experience when sending and tracking email activity.
Note: If your provider is not listed, connect your email using IMAP settings. If you need help with IMAP settings, reach out to us at [email protected].
Once connected, your mailbox appears as a card on the Email page. The card shows the mailbox's health and its sending limits. If you connect more than one mailbox, the "Primary" badge marks the one Symbo sends from by default — use "Set as Primary" on another card to switch. If a mailbox ever needs attention, a "Reconnect" button appears on its card.
Click the gear icon on your mailbox card — this opens the email composer with its Settings view. Right below the signature editor you'll find "Max email sends per day" and "Max email sends per minute". We advise throttling new email accounts to about 75 sends per day to avoid triggering spam filters.
Best Practice: If you're hitting the threshold every day, you can slowly increase that value every week or so.
In the same Settings view, turn on "Sync outside emails to Symbo" to log all communication with your prospects — including emails sent from your email provider — into Symbo. This is also where you set up your email signature; see Setting up Your Email Signature.
Need help? Reach out to us at [email protected] or start a chat with us from the help widget in Symbo.
