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Connect your email account to sync emails and calendar events with Slant. This guide covers setup for supported providers.

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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

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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.
Note: For Google Workspace accounts, your organization admin may need to approve third-party app access.

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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.
Note: Microsoft 365 business accounts may require admin consent depending on organization policies.

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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.
Note: Exchange integration may require assistance from your IT department.

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Choose what to sync

After connecting, configure your sync preferences:

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Email sync

  • Enabled by default if email permissions were granted
  • Syncs incoming and outgoing emails
  • Links emails to matching households automatically

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Calendar sync

  • Enabled by default if calendar permissions were granted
  • Syncs events from your primary calendar
  • Links meetings to households based on participants
You can enable or disable either sync type in your integration settings.

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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.

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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.

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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.

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Troubleshooting

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”Connection failed” error

Causes:
  • Incorrect credentials
  • Organization restrictions on third-party apps
  • Temporary service issues
Fix: Try reconnecting. If it persists, check with your IT admin for app restrictions.

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Emails not syncing

Causes:
  • Email sync disabled in settings
  • Connection expired (need to reauthorize)
  • Very recent emails (sync may take a few minutes)
Fix: Check integration settings, verify sync is enabled, and try reconnecting if needed.

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Calendar not showing

Causes:
  • Calendar sync disabled
  • No calendar permissions granted during OAuth
  • Wrong calendar selected
Fix: Verify calendar permissions were granted. You may need to disconnect and reconnect to grant additional permissions.

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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.
Note: Disconnecting stops future syncing but preserves previously synced emails in Slant.

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Next steps

Email tracking

Learn about email sync features

Calendar sync

Configure calendar settings