Setting up Revenue Accelerator email integration

You can link your email service to import deal-related emails from your inbox to display and analyze with Zoom Revenue Accelerator. Once email integration is enabled and configured, you can control if emails will be auto-imported as well as to whom the email activities are visible.

Note: Account owners and admins do not have access to configure email integration on behalf of the user.

The article covers:

• How to configure Zoom Revenue Accelerator email integration
  • Account
  • Group
  • User
• How to configure Zoom Revenue Accelerator auto-import email
  • Account
  • Group
  • User
• How to configure email import exclusions
  • Account
  • Group
• How to configure email visibility
  • Account
  • Group
  • User
• How to view and update your email signature
  • User

Prerequisites for configuring Zoom Revenue Accelerator email integration

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Email services with Google or Office 365
• Zoom Revenue Accelerator users must integrate their calendar with Zoom

How to configure Zoom Revenue Accelerator email integration

Enabling the email integration means you are authorizing read-only access to your mail inbox to Zoom Revenue Accelerator. Others in your account or team may be able to view deal-related emails depending on your account’s settings and policies.

Account

To enable or disable Email Integration for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation panel, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, click the Email Integration toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Group

To enable or disable Email Integration for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Email, click the Email Integration toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable or disable Email Integration for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, click the Email Integration toggle to enable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
6. When enabled, under Email Integration, click Configure.
7. Select between Google or Office 365 as your email service.
   Note: Zoom Revenue Accelerator will be granted full read access to your emails with the service selected.
8. Click Next.
   You will be prompted to sign in to your email account and allow Zoom access to your account to complete the configuration.

When enabled, you are authorizing read-only access to your email inbox to Zoom Revenue Accelerator. Others in your account or team may be able to view deal-related emails depending on your account’s settings and policies. Please reach out to your Revenue Accelerator Admin for more information.

How to configure Zoom Revenue Accelerator auto-import email

Enabling this option will automatically import deal-related emails from your inbox to display and analyze with Zoom Revenue Accelerator. You can remove emails individually at any time. Turn this setting off to manually select emails to import on the Deals page.

Account

To enable or disable Auto-Import Email for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation panel, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, click the Auto-Import Email toggle to disable or enable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Group

To enable or disable Auto-Import Email for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Email, click the Auto-Import Email toggle to disable or enable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable or disable Auto-Import Email for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, click the Auto-Import Email toggle to disable or enable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.

How to configure email import exclusions

Prevent Revenue Accelerator from importing specific emails.

Account

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation panel, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, set up the Email Import Exclusions setting to prevent Zoom Revenue Accelerator from importing specific emails by selecting from the following checkboxes:
   • Exclude emails when at least one contact has the specified email address: When selected, click Add Email Addresses and input an email address separated by a comma or import from CSV. Click Save.
   • Exclude emails when at least one contact has the specified domain: When selected, click Add Domains and input domains separated by a comma or import from CSV. Click Save.
   • Exclude emails when at least a specified word (not case sensitive) is contained in the email subject: When selected, click Add Words and input words separated by a comma or import from CSV. Click Save.
5. (Optional) To prevent all users in your account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Group

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Email, set up the Email Import Exclusions setting to prevent Zoom Revenue Accelerator from importing specific emails by selecting from the following checkboxes:
   • Exclude emails when at least one contact has the specified email address: When selected, click Add Email Addresses and input an email address separated by a comma or import from CSV. Click Save.
   • Exclude emails when at least one contact has the specified domain: When selected, click Add Domains and input domains separated by a comma or import from CSV. Click Save.
   • Exclude emails when at least a specified word (not case sensitive) is contained in the email subject: When selected, click Add Words and input words separated by a comma or import from CSV. Click Save.
6. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

How to configure email visibility

Account

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation panel, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, under Email Visibility, configure the following settings:
   • Allow users' email subject and recipients to be visible by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.
   • Allow users' email body content to be visible and searchable by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.
5. (Optional) To prevent all users in your account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Group

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Revenue Accelerator tab.
5. Under Email, under Email Visibility, configure the following settings:
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
   
   • Allow users' email subject and recipients to be visible by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.
   • Allow users' email body content to be visible and searchable by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.
6. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, click the Auto-Import Email toggle to disable or enable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
6. Under Email, under Email Visibility, configure the following settings:
   Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
   
   • Allow users' email subject and recipients to be visible by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.
   • Allow users' email body content to be visible and searchable by: Click the dropdown and choose between Entire Account, All Team Members, Your Manager, and Deal Owner Only.

How to view and update your email signature

View and update your email signature for follow-up emails in conversations and deals.

User

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Settings.
3. Click the Revenue Accelerator tab.
4. Under Email, under the Email Signature setting, click View and update.
   A pop-up window will appear.
5. In the window, enter a signature for your emails.
6. Click Save.