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Connect Your CRM

Sync your Contacts, Email and Calendar with a few simple clicks.
Rechat is deeply integrated with both Microsoft and Google, so with a few simple clicks you can have your data flowing in and out of Rechat. Any updates made in Rechat will update those accounts, and any updates in those accounts will update Rechat.
Connecting to Microsoft and Google is simple, fast, and safe. It is also the most important step in setting up your CRM.

Steps

Connecting your account takes less than 2 minutes:
  1. 1.
    Hover over People on the left side of your screen.
  2. 2.
    Go to Contacts.
  3. 3.
    In the upper-right corner select + New Contact.
  4. 4.
    Choose the account(s) you'd like to connect.
  5. 5.
    Log into the selected account(s) using your login credentials.
The sync will begin immediately after signing in, and while it might take a while to sync your data, this happens in the background so you can continue using Rechat.

Important Points

  • It's important. Connecting Rechat with your Microsoft and/or Google account is the single most important thing you can do for your CRM to be useful.
  • Connecting Rechat to Microsoft and Google is completely safe. We have to pass an extensive annual audit with both companies, which looks at many aspects of our product and company to make sure we keep your data safe.
  • Your data and contacts are yours. We do not share any information with anyone, including your broker. Only you have access to your data, and if you ever want to leave Rechat you can download and delete everything to take with you.

Fun Facts

  • When your accounts are connected, any email you send from Rechat will actually be sent from your Microsoft account, and you'll be able to find it in your email's sent folder.
  • All emails you send from Rechat will provide you with full Insights about who opened, or clicked any links in the email.
  • Your calendar will be synced in real-time, so anything you put in Rechat will update your Microsoft or Google Calendars, and anything you input into your Microsoft or Google Calendars will automatically update Rechat so you don't have to worry about managing two calendars.
  • All of your contacts will be synced automatically between your Rechat and Google or Microsoft accounts. Rechat even tracks the people you interact with and if you don't have those as a contact in Rechat, it will make a contact for you and add it to your Parked Contacts so you can add it to your CRM with one click.
  • Rechat tracks your last touches with a contact and notifies you if you are falling out of touch with them.
  • When your accounts are connected, you will have much richer contact profiles and be able to see full timelines of your relationships with contacts, including your communications and calendar events you have had with them.

Is it Safe to Connect?

Absolutely. Your data is yours! We do not share your data with anyone, not even your broker, without your permission, nor will we ever spam your contacts. Also, for security reasons, Rechat never saves the body of your emails on our servers; it only retrieves them in real-time when you need to view an actual email and haven't saved it anywhere.
Rechat conducts an extensive, annual audit with Google to keep this integration in place.

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