Emailing in Nutshell

This guide is essential for anyone looking to enhance their email management within Nutshell, ensuring organized communication and maximizing opportunities. By following the self-guided tour, users will learn how to sync their email accounts, track engagements, and utilize automation tools to save time.

9 steps

Nutshell

Nutshell lets you send and receive emails seamlessly and keep your email conversations organized so you never miss an opportunity. Take our **self-guided tour** to learn about syncing your email in Nutshell.

To get started with emailing in Nutshell, go to your Settings > Your settings > Email send.

Setting up your email sending in Nutshell lets you: - Email your contacts from inside Nutshell - Track email opens and clicks - Save time with email automation

Follow the prompts to choose your email provider, log into your account, and grant Nutshell access. Now you're ready to start sending in Nutshell!

Next, sync your email to get all of your messages inside Nutshell and make it easier to organize conversations on timelines. Go under Sync in your settings. If you’ve already connected your account, toggle email sync on. Otherwise, follow the prompts to turn it on.

To see a record of all the emails you've sent and received in Nutshell, go to your personal Inbox by clicking your user icon, then click Your inbox.

In your personal inbox, you can see: - Sent emails - Scheduled emails - Failed emails - Your email templates - Shared templates

With your email synced, you're ready to start sending from Nutshell! You can send an email from any person, company, or lead page. Just go to the page and click Send an email.

This will open the email composer, where you can enter your own text or choose from your saved email templates. Click Send to send your message off!