Email Sync

Sync email data back to Salesforce, automatically or manually.

Dec 20, 2023
Knowledge

Created Date

10/11/2026, 7:32 AM

Last Published Date

12/20/2023, 3:37 PM

Article

Email Sync

Using Groove’s email sync, you can ensure that all of your reps’ email activity is logged back to Salesforce, no matter where they’re sending them.

Automatic Sync (Background Sync)

Groove can automatically log inbound and outbound emails to your Salesforce account. You can turn on automatic email sync by following the steps below:

Click here.
Toggle on “Sync email to Salesforce in the Background.”

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Note: If you don’t see this option, it may have been turned off by your admin.

If background sync is turned on, the checkbox next to logging will automatically be checked and unable to be unchecked. Therefore, all emails will automatically log to Salesforce.

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Manual Sync

Suppose you do not want Groove to sync emails automatically with Salesforce. In that case, you can manually select which emails sync back to Salesforce by checking the box next to “Not Logging” on each email you send.

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You will know that the email is “Not Logging” when the dot next to the logging option is red, and you will know that the email is “Logging” when the dot is green, as shown below.

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Select Which Record the Email is Synced to

You can select which record the email gets attached to in two ways.

The first is by clicking “Logging” and scrolling through the list of suggested records. You can select which record in Salesforce you want the email to be attached by clicking on the circle next to that record.

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The second is by clicking “Search and Select” and scrolling through the list of suggested records. This view allows you to see additional information about the opportunity/account. You can select which record you want the email to be attached to by clicking on the circle next to that record and clicking “Attach.”

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Where is Your Email Logged?

After sending a logged email, you will see a pop-up at the top of your page. If you click on the arrow, you can see directly into Salesforce and view where the email was logged.

Ensure Personal Emails Don’t Get Synced

Groove syncs your emails to Salesforce by attaching those messages to contact or lead profiles within your Salesforce instance. This means emails sent to recipients not associated with Salesforce will only be synced with your permission, so you never need to worry about Groove bringing your personal messages to the professional sphere.

To avoid having emails from your personal email address log via Groove, you should create a new Chrome profile when using personal email inboxes. Instructions on how to set up a Chrome profile can be found here.

Ensure Internal Emails Don’t Get Synced

Sending Internal emails that you don’t want synced? Groove’s blocklist feature prevents certain domains from logging their emails into Salesforce! Easy steps to configure your blocklist can be accessed in our help center here!

Admin Configuration

If you want to turn on or off the option for your team to turn on automatic email sync, you can do that by either checking or unchecking the option to Allow Background Email Sync in your org’s Profile Settings found here:

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To further customize how emails log for your team with background sync turned on, check out this article that does a deeper dive into Groove’s profile settings.

Title

Email Sync

URL Name

Email-Sync

Email Sync

Information

Fields

Email Sync

Automatic Sync (Background Sync)

Manual Sync

Select Which Record the Email is Synced to

Where is Your Email Logged?

Ensure Personal Emails Don’t Get Synced

Ensure Internal Emails Don’t Get Synced

Admin Configuration