Email accounts
Connect, verify, synchronize, select defaults, disable, reconnect, and disconnect email senders.
Connect an account
Open Email → Accounts and choose the connect action. Select the provider or connection method shown for your workspace. For OAuth, sign in to the exact mailbox or administrator-approved identity, review the requested access, and finish every provider screen. For manual mail settings, use provider-issued credentials and encryption settings rather than a personal password when supported.
Verify the connection
After the account appears:
- Confirm the displayed address and sender name.
- Check inbound sync and sending status separately.
- Send a test to an internal mailbox and reply to it.
- Run Sync now if available and confirm the thread appears where expected.
- Inspect headers and spam placement in the destination mailbox.
- Set a default only if the account is appropriate for most sends in that workspace.
Account controls
Depending on the account, the list can allow you to enable or disable sending, synchronize now, set the default, reconnect OAuth, edit connection details, or disconnect.
Disabling sending is useful during investigation while preserving configuration. Reconnection refreshes authorization but cannot restore provider permissions removed by an administrator. Disconnecting can affect inbox sync, workflows, sequences, templates, and scheduled sends.
Shared and personal mailboxes
Prefer organization-managed accounts for durable workflows. If a personal mailbox is required, document the owner and offboarding plan. Verify whether the provider permits delegated or shared access and whether the connected identity has access to the displayed mailbox.
Troubleshoot an invalid account
- Open the account and read the exact status.
- Check the provider for lockout, password or policy changes, revoked app access, quota, or administrator restrictions.
- Reconnect from the owning account.
- Test sync and sending separately.
- Inspect dependent automations before re-enabling sending.
Do not repeatedly reconnect with different provider users; that can obscure which identity owns the authorization.