How to sync your email and calendar to OS

How to sync your email and calendar to OS

How to sync your email and calendar to OS

Connecting your email and calendar to Synup OS allows you to manage client communication and schedule tasks or meetings directly within the platform. Once synced, you’ll be able to send and receive emails, log interactions, and view calendar events without switching tools.

Why Sync Your Email and Calendar?

Syncing email & calendar with OS helps you:

  • Keep all client communication in one place.

  • Automatically log email conversations to the right client profile.

  • View upcoming meetings and calls directly in Synup OS.

  • Schedule follow-ups without leaving the platform.

Supported Providers

Synup OS supports syncing with:

  • Google Workspace / Gmail (email and Google Calendar)
    Microsoft Outlook / Office 365 (email and Outlook Calendar)

  • Other Providers (AOL, Zoho, Yahoo, or others)

How to Sync Your Email and Calendar

Step 1: Go to Email & Calendar Settings

  1. From your Synup OS dashboard, click on your Settings icon in the top-right corner.

  2. In the left-hand menu, click Connected Apps.

  3. You will see the option to connect an email account.

Step 2: Choose Your Provider

  1. Click Connect My Email Account.


  1. Select Google or Microsoft or other depending on your account type.

Step 3: Authorize Access

  1. You will be redirected to your provider’s sign-in page.

  2. Log in using your email credentials.

  3. Review the permissions Synup OS requires (email access, calendar read/write) and click Allow. Once done, you will see an Active status next to the email address.

Step 4: Configure Your Sync Preferences

After connecting, you can:

  • Enable mailbox permissionc so incoming and outgoing messages appear in Synup OS.


  • Configure email signature that will be used whenever you send an email to clients from OS mailbox.






Step 5: Save and Test

Once you configure your email account, it will get saved automatically. Next, you’d want to quickly go to the OS home page > Activities tab. You can check whether your calendar activities are showing up (You will only see all the new activities that were created after you synced your calendar with OS). You can also create an activity & add it to your calendar automatically. Here’s how to do it.

Next, you’d also want to check your mailbox and send a test email to verify the integration. Here’s how to do it. All your new emails that you receive after the sync happens will start showing up in your OS mailbox.

Managing and Disconnecting Your Sync

At any time, you can do the following from the same settings section in Connected Apps:

  • Delete the email account, and it will disconnect your calendar and mailbox.

  • Change sync preferences..

Tip: For the best experience, keep your email and calendar sync active so your client communication history stays complete and your schedule is always up to date.


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