Before you connect
You’ll need:- An email account with a supported provider (Gmail, Outlook, Exchange)
- Permission to authorize third-party apps (some organizations restrict this)
- A few minutes to complete the OAuth authorization flow
Connect Gmail or Google Workspace
1
Open integrations
Navigate to Settings → Integrations → Email.
2
Click Connect
Click Connect email account and select Google.
3
Sign in to Google
Select your Google account in the popup window.
4
Grant permissions
Review the requested permissions and click Allow:
- View and send email — Required for email sync
- View calendars — Required for calendar sync
5
Confirm connection
You’ll return to Slant with your account connected.
Connect Microsoft 365 or Outlook
1
Open integrations
Navigate to Settings → Integrations → Email.
2
Click Connect
Click Connect email account and select Microsoft.
3
Sign in to Microsoft
Enter your Microsoft account credentials.
4
Grant permissions
Review and accept the requested permissions:
- Read and send mail — Required for email sync
- Read calendars — Required for calendar sync
5
Confirm connection
You’ll return to Slant with your account connected.
Connect Exchange (EWS)
For on-premises Exchange or environments not using modern OAuth:1
Open integrations
Navigate to Settings → Integrations → Email.
2
Click Connect
Click Connect email account and select Exchange.
3
Enter server details
Provide your Exchange server URL and credentials as directed.
4
Test connection
Slant will verify the connection before completing setup.
Choose what to sync
After connecting, configure your sync preferences:Email sync
- Enabled by default if email permissions were granted
- Syncs incoming and outgoing emails
- Links emails to matching households automatically
Calendar sync
- Enabled by default if calendar permissions were granted
- Syncs events from your primary calendar
- Links meetings to households based on participants
Select calendars
If you have multiple calendars:1
Open calendar settings
Navigate to Settings → Integrations → Email → your connected account.
2
View calendars
See all calendars available from your account.
3
Set primary calendar
Choose which calendar Slant should sync. Typically this is your main work calendar.
Configure sending addresses
If you send from multiple addresses (aliases):1
Open account settings
Navigate to your email integration settings.
2
Add sending addresses
Click Add address and enter your alternate email addresses.
3
Set default
Choose which address should be the default “from” address.
Verify connection
After setup, verify everything is working:1
Check email sync
Navigate to a client record with recent email activity. Their emails should appear in the activity feed.
2
Check calendar sync
Look at upcoming meetings in Slant. Your calendar events should be visible.
3
Send a test email
Compose and send an email from Slant to confirm sending works.
Troubleshooting
”Connection failed” error
Causes:- Incorrect credentials
- Organization restrictions on third-party apps
- Temporary service issues
Emails not syncing
Causes:- Email sync disabled in settings
- Connection expired (need to reauthorize)
- Very recent emails (sync may take a few minutes)
Calendar not showing
Causes:- Calendar sync disabled
- No calendar permissions granted during OAuth
- Wrong calendar selected
Disconnect an account
To remove an email integration:1
Open integrations
Navigate to Settings → Integrations → Email.
2
Find the account
Locate the connected account you want to remove.
3
Click Disconnect
Click Disconnect and confirm.