Send, Track, and Schedule—All in One Place.
Sales happen in the inbox. The Mailbox Integration connects your professional email (Gmail, Outlook, Yahoo, Zoho) to Revspire. This ensures that every Deal Room you share comes from you, not a generic system address, increasing trust and open rates.
By syncing your mailbox, you unlock three critical powers:
- Send from Identity: Emails appear in the prospect’s inbox as coming from
your.name@company.com. - Reply Sync: If a prospect replies to your pitch email, that conversation is automatically logged in the Deal Room timeline.
- Calendar Sync: Enable the “Book a Meeting” feature so prospects can schedule time with you instantly.
A. Managing Connected Mailboxes
Your Communication Dashboard.
The Mailbox tab gives you a clear view of which email accounts are currently linked to your profile. You can manage multiple accounts (e.g., a primary work email and a secondary outreach email).
The Mailbox List:
- Provider: Identifies the service (e.g., Google, Microsoft, Yahoo).
- Email: The specific address linked (e.g., jaiganeshachar.achar@gmail.com).
- Primary: (Critical) The account marked as “Primary” is the default sender for all new Deal Rooms.
- Timestamps:
- Created At / Updated At: Audit logs showing when the connection was last refreshed or authorized.
Status Check: If you see a “null” or error in the Email column, it may mean your token has expired. Simply click to re-authenticate.
B. Adding a New Mailbox
Connect in Seconds.
We use secure OAuth technology to link your account. This means you never share your actual password with Revspire; you simply authorize access via your provider.
Step 1: Choose Your Provider
Click “Add” and select your service:
- Gmail (Google Workspace)
- Outlook (Office 365 / Exchange)
- Yahoo
- Zoho
Step 2: Authenticate & Authorize
You will be redirected to your provider’s login screen (e.g., “Sign in with Google”). You must grant specific permissions for the integration to work.
Understanding the Permissions:
- “View your email messages and settings”:
- Why: This allows Revspire to “listen” for replies to your specific Deal Room emails so we can log them in the timeline. We do not read your personal unrelated emails.
- “Send email on your behalf”:
- Why: This is essential. It allows you to click “Share Pitch” inside Revspire, and the email is actually sent through your Gmail/Outlook server.
- “View events on all your calendars”:
- Why: To prevent double-booking. When a prospect tries to book a meeting, we check your calendar first to ensure you are free.
- “See and download any calendar”:
- Why: To sync booked meetings back to your Outlook/Google calendar so you don’t miss them.
C. The “Deal Room” Email Advantage
Why this beats standard email.
Once connected, your workflow transforms:
- Before: You download a PDF -> Open Outlook ->Attach file -> Write email -> Send. (No tracking).
- With Integration: You stay in Revspire -> Click “Share” -> The system drafts the email for you -> You hit Send.
- Result: The email comes from You, the file is a Trackable Link, and you get an alert the moment they open it.