Connecting your email lets you send and track lender communications directly from Lev. All conversations stay organized with your deals.
Why Integrate Your Email?
- Send outreach emails from Lev using your own email address
- Track opens, clicks, and replies
- Keep all communications logged to deals
- Enable automated follow-ups
Supported Email Providers
- Google Workspace / Gmail
- Microsoft 365 / Outlook
Step-by-Step Instructions
1
Access Email Settings
Click your profile icon in the bottom left corner, then select Settings. Navigate to Email Integration.
2
Select Your Provider
Choose Google or Microsoft depending on your email provider.
3
Sign In & Authorize
Sign in to your email account and grant Lev permission to send emails on your behalf. Lev only accesses what's needed to send and track deal-related emails.
4
Verify Connection
You'll see a green checkmark when your email is connected successfully.
5
Send a Test Email (Optional)
Send yourself a test email to confirm everything is working correctly.
Troubleshooting
Having issues connecting your email?
- Connection failed? Check your organization's security settings
- Using Outlook? See Troubleshoot Outlook Integration
- Need to reconnect? See Reconnect & Reauthorize Email