Capturing Accelo Activities in your Gmail Inbox

By default, emails sent from Accelo via your integrated address, or an authorized alias, will automatically appear in your Gmail Sent Items folder.

If you do not have permission to use an alias in Gmail, but still would like to use it in Accelo, then those messages will be sent directly from Accelo and not appear in your Gmail by default.  

Using this guide, you can:

• Have Accelo Alias Activities captured in Gmail
  

• Ensure copies of emails you send from Accelo don't clutter your Gmail

 Have Accelo Alias Activities Captured in Gmail

Emails sent from Accelo via your integrated address, or an authorized alias, will automatically appear in your Gmail Sent Items folder.  To get your other emails to appear in gmail, there are a couple of simple steps you'll need to complete.

1. Hover your mouse over your Avatar/Icon at the top right of Accelo, and choose Preferences.

2. Scroll down to the Notifications section and enable notifications for the row labeled "When you create the activity". This will automatically BCC you on all of your Activities (notes, emails, meetings and calls).

Once the Notifications are enabled, you will automatically receive a copy of every Activity you create in Accelo, in your Gmail Inbox.

Set up Filters to Declutter your Inbox

Now that you're receiving the emails, you'll want to set up filters to help you declutter your Gmail Inbox. You can set up filters in Gmail so that emails you send skip the inbox, get marked as read and optionally have them assigned to a separate folder.

NOTE: Screenshots may appear slightly different depending on the version of Gmail you're using. We included two versions to assist.

1. Click on your Gear/Cog icon near the top right of your Gmail account, and click on Settings.

2. On the next page, click on the Filters and Blocked Addresses. It might appear a little different than what's pictured depending on the version of Gmail you're using. We have some examples below.

   
   
   
   
   

3. Once you're on the tab for Filters and Blocked Addresses. Select Create a New Filter that matches the following rules (use the email address you set up as in Accelo).

4. Click on Create Filter with this Search or Create Filter depending on your version of Gmail.

   
   
   
   
   

5. Next, check the boxes for Skip the Inbox and Mark as Read. This will ensure that any email hitting your Gmail, will be archived.

   
   

6. Click Create Filter one last time, and you're done! You can send a test email from your Accelo account to make sure everything is working correctly.
   
   

Optional: If you want to route your emails to a specific folder, you can select Apply the label “X”