Email & Inbox

Connect your mailbox; incoming mail becomes conversations on your contacts, and you reply, triage, and automate from one place.

• GuideEmail and the inboxEmail in Sonta lives next to the records it is about. You connect your own mailbox; incoming mail becomes a conversation linked to the contact it came from, and you reply, assign, and prioritize from there. Who sees a conversation follows who owns its contact — the inbox is not one shared pile — and outgoing mail can be sent by hand or from an automation.
• ArticleConnect a mailboxConnect your real mailbox by authorizing Sonta to use it — no new address, no password shared. Once connected, incoming mail becomes conversations on your contacts and outgoing mail is sent from your own address. Set the sending name, decide who on the team can send from it, and check its sending health before running campaigns.
• ArticleCreate an email templateA template is a reusable message with placeholders that fill themselves in from the record it is sent about — a name, an amount, an appointment time. Write the message once, mark the parts that vary, and every send reads specific rather than generic.