---
title: Connect Your Email to Sierra for Seamless Communication
description: Send one-to-one or bulk emails to your leads directly from the Sierra Interactive Dashboard, Task Manager, or Lead Detail Page and track all interactions automatically.
image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg
---

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July 20, 2026

# Connect Your Email to Sierra for Seamless Communication

## Streamline your lead management and improve responsiveness with Sierra Interactive's integrated email features.

### Table of Contents

1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#why)
2. [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#instructions) 
     1. [Connecting Your Email](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#connecting)
     2. [Sending an Email](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#sending)
3. [Best Practices](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#best-practices)
4. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#best-practices)
5. [FAQs](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#faqs)

---

### Why This Feature Matters

Effective communication can significantly impact your relationships with leads and clients. In a fast-paced real estate environment, staying connected is essential. Sierra's email feature solves common challenges by:

- Enabling quick communication directly from your CRM.
- Automatically tracking email history within each lead's record, ensuring you have context for every conversation.
- Supporting both bulk and one-to-one messaging, allowing you to reach out efficiently, whether addressing a group or engaging with individuals.
- Allowing email execution from multiple convenient locations in the platform, improving your workflow.

[back to the top](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#top)

---

### Step-by-Step Instructions

#### **Connecting Your Email**

Before sending emails, connect your email in your Sierra **User Profile** to sync outbound/inbound messages with each lead’s record.

1. Click your profile picture in the top-right.
2. Select **Edit Profile.  
   ![connect email 2](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%202.png?width=245&height=182&name=connect%20email%202.png)**
3. Scroll to the Connect Email tab.  
   ![Screenshot 2026-01-05 083419](https://help.sierrainteractive.com/hs-fs/hubfs/Screenshot%202026-01-05%20083419.png?width=670&height=361&name=Screenshot%202026-01-05%20083419.png)
4. Select your email provider.
5. After selecting your email provider, you will need to select either **Full Sync** or **Outgoing-Only** 
     1. **Full Sync (Recommended):** Captures both outgoing emails and incoming replies from your leads, keeping a complete history in Sierra.
     2. **Outgoing-Only:** Captures only the emails you send. Incoming replies will **not** appear in lead history.![Connect\_Email3](https://help.sierrainteractive.com/hs-fs/hubfs/Connect_Email3.jpg?width=670&height=233&name=Connect_Email3.jpg)
6. Click Connect Email.
7. A pop-up will appear asking you to select the email account you want to connect.

#### **Sending an Email from the Leads Dashboard**

**Option A: Individual Lead**

- Click the **+ icon** next to the lead’s name
- Choose **New Email  
  ![connect email leads dashboard 1](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%20leads%20dashboard%201.png?width=428&height=304&name=connect%20email%20leads%20dashboard%201.png)**

**Option B: Multiple Leads**

- Check the box next to one or more leads
- Select **Send Email** from the **Bulk Actions** dropdown that appears above the lead list![connect email leads dashboard 2](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%20leads%20dashboard%202.png?width=423&height=301&name=connect%20email%20leads%20dashboard%202.png)

#### **Sending an Email from a Lead’s Detail Page**

- Click the lead’s name from the dashboard or search using the **Search Leads** bar
- Click **Email** from the lead’s header, or click their **email address** in the Primary Information box  
  ![connect email lead detail page 2](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%20lead%20detail%20page%202.png?width=249&height=293&name=connect%20email%20lead%20detail%20page%202.png)
  
  ![connect email lead detail page 1](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%20lead%20detail%20page%201.png?width=595&height=98&name=connect%20email%20lead%20detail%20page%201.png)

#### **Sending an Email from the Task Manager**

- Go to the **Task Manager**
- Click the **Emails tab**, then select **Send Email![connect email task manager](https://help.sierrainteractive.com/hs-fs/hubfs/connect%20email%20task%20manager.png?width=603&height=268&name=connect%20email%20task%20manager.png)**

[back to the top](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#top)

---

### Best Practices

- Always personalize mass emails when possible.
- Double-check your connected email to ensure sync.
- Review lead email history before replying for context.

---

### Troubleshooting Common Issues

- **Issue:** Sent email doesn’t appear in the lead’s record  
  **Solution:** Make sure your email account is connected under your user profile
- **Issue:** Can’t find the “Email” button  
  **Solution:** Check if you’re in the right tab (Dashboard, Detail Page, or Task Manager)

[back to the top](https://help.sierrainteractive.com/helpcenter/connect-your-email-to-sierra-for-seamless-communication#top)

---

### FAQs

- **Do replies show in the CRM?**  
  Yes, if your email account is connected, replies will show in the lead’s detail page.
- **Can I send bulk emails to multiple leads?**  
  Yes, use the checkbox method on the Leads Dashboard to send to multiple contacts.
- **What if my email provider is not listed?**  
  At this time we are only able to connect to the email providers listed during setup.

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