Integrate your email with Lev to centralize deal communication and leverage AI-powered insights.
Getting Started
1
Access Your Dashboard
After logging into Lev, you'll see a prompt in the left sidebar encouraging you to connect your email. This integration brings all your deal communication and tasks into one organized platform.
Location: Left sidebar > "Connect your email to get started" section
Click the Connect your email button to begin the setup process.
Configuration
2
Choose Email Sync Preferences
A dialog will appear with options for how Lev accesses your email. Select your preferred sync level:
- Full access to Lev CRM (Recommended) - Enables complete email integration for maximum automation and AI-powered insights
- Limited access to Lev CRM - Provides basic email sync with restricted data sharing
Tip: Full access is recommended for the best experience. It allows Lev to automatically organize your deal communications, generate insights, and help you stay on top of every detail.
Connect Account
3
Connect Your Email Account
Click the Connect Your Email button to proceed to your email provider's authentication page. You can connect:
Follow the prompts from your email provider to authorize Lev to access your email. This is a secure OAuth connection - Lev never sees your password.
- Google - Gmail and Google Workspace accounts
- Microsoft - Outlook and Microsoft 365 accounts
You're All Set!
- Your email account is now connected to Lev
- Deal-related emails will be automatically organized
- AI-powered insights will help you stay on top of your deals
- Tasks and follow-ups can be tracked directly from your inbox