Integrate your email with Lev to centralize deal communication and leverage AI-powered insights.

Connect your email account to Lev CRM for centralized deal communication and AI-powered insights.

Connect Your Email

Lev will scan recent deal-related emails to find lender contacts and add them to your Network tab. You'll always have the option to review contacts before confirming them.

Connect work email to automatically sync and import professional lender contacts into your Network tab.

Sync Email & Import Contacts

If a lender creates a brand-new email thread instead of replying to your original message, Lev can't automatically detect it. To make sure their response is included:

Learn how Lev tracks email conversations and what to do when replies aren't detected.

Email Tracking & Conversations

Learn how to manage and customize your email templates for lender outreach on the Lev platform.

Learn to view, edit, and customize email templates for lender outreach through deal settings.

Email Templates

Navigate to the deal. Go to Settings on the top right:

Learn how to enable automatic follow-up emails in deal settings to increase lender engagement.

Automated Follow-Ups

Sometimes your email can become disconnected from the Lev platform, and you will need to reconnect and reauthorize your email in order to continue sending messages with Lev. Email connection will also enable automated updating to key deal fields like lender placement status, latest notes, and more.

Reconnect and reauthorize your email through Connected Account settings to restore messaging and automated deal updates.

Reconnect & Reauthorize Email

Some Outlook users might see two versions of the same draft even though the message has been delivered successfully. This is just a visual issue in Outlook and won't affect the recipients or your Lev tracking.

Resolve Outlook duplicate draft issues by disconnecting and reconnecting email integration in settings.