Email & follow-ups

Connect your email account

Send from your own address and keep replies attached to the right relationship.

4 min read · Updated August 2026

Connect your work mailbox so Avero can send one-to-one email from the address guests already know and keep the conversation beside the contact and deal.

01

Connect the mailbox

  1. Open Settings and choose Email.
  2. Select your email provider.
  3. Sign in and approve the requested mailbox permissions.
  4. Send a test message to an address you can check.
02

Choose what is shared

Review the workspace visibility setting before the team begins. Messages connected to a shared deal may be visible to collaborators, while unrelated personal mail remains outside Avero.

03

Troubleshoot a disconnected account

Reconnect after a password change or when your provider revokes access. If sending still fails, confirm that your organization allows third-party mailbox connections.