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Connect your email account to sync emails and calendar events with Slant. Each team member connects their own account.

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Before you connect

You need:
  • An email account with a supported provider (Gmail, Outlook, or 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 email settings

Navigate to Settings > Email and calendar accounts.
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. Slant requests access to:
  • View and send email
  • View and manage calendars
5

Confirm connection

You 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 email settings

Navigate to Settings > Email and calendar accounts.
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. Slant requests access to:
  • Read and send mail
  • Read calendars
5

Confirm connection

You 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

Exchange connections use a hosted authentication flow:
1

Open email settings

Navigate to Settings > Email and calendar accounts.
2

Click Connect

Click Connect email account and select Exchange.
3

Authenticate

Follow the authentication prompts to connect your Exchange account.
4

Confirm connection

You return to Slant with your account connected.
Note: Exchange integration may require assistance from your IT department.

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What syncs by default

After connecting, both email sync and calendar sync are enabled by default:

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Email sync

  • Syncs incoming and outgoing emails
  • Links emails to matching households automatically
  • Internal company emails are filtered out by default

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Calendar sync

  • Syncs events from your calendars
  • Links meetings to households based on participants
  • Extracts video call links (Zoom, Teams, Meet)
You can toggle either sync type on or off in your integration settings.

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Configure your connection

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Toggle email or calendar sync

After connecting, you can enable or disable email sync or calendar sync independently:
1

Open your account settings

Navigate to Settings > Email and calendar accounts and click on your connected account.
2

Toggle sync options

Enable or disable Email sync or Calendar sync as needed.

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Email blacklist

Exclude certain email addresses or domains from syncing:
1

Open your account settings

Click on your connected account in Settings > Email and calendar accounts.
2

Find the blacklist

Locate the email blacklist section.
3

Add entries

Enter email addresses or domains to exclude.

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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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Multiple accounts

You can connect more than one email account. One account is marked as your primary account for sending.

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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
  • Calendar permissions not granted during OAuth
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 email settings

Navigate to Settings > Email and calendar accounts.
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