How to connect an email account in the AI Emailer

Learn how to connect a mailbox and choose which one the AI Emailer sends from.

Overview

The From field at the top of the AI Emailer shows the mailbox the email is sent from. It reads "No mailbox connected" until you connect one. You can send through your own email account connected to ZoomInfo, or hand the email to Outreach or Salesloft when those are connected to your account. Sending is not available until a mailbox is connected.

An admin can also connect email and calendar for a team. See How to Connect Email and Calendar for Your Team as an Admin.

Connect your email account

1. In the AI Emailer, open the From field.
2. Click Connect Zoominfo. The Connect Email window opens.
3. Choose your email provider and follow its sign-in steps.
4. Wait for the message "successfully connected to email provider".

Choose a mailbox to send from

1. In the AI Emailer, open the From field.
2. Click the mailbox you want. Outreach shows each of its mailboxes under its own heading, and Salesloft shows as one choice.

Emails you send through Outreach or Salesloft are handed to that tool, and a notification offers Open Outreach Outbox or Open Salesloft Outbox so you can see them there. Follow-ups are not available with these mailboxes. See How to add follow-ups to an email.

If you see an error

• "failed to connect to email provider" The connection did not complete. Open From, click Connect Zoominfo and try again.
• "This mailbox is disabled in Outreach. You will have to enable it in order to send emails." A greyed-out Outreach mailbox is turned off in Outreach. Turn it on there, or choose another mailbox.
• "Waiting for provider connection" appears on Send all while no mailbox is connected. Connect one first.