Easy Email Integration

OAT connects with your email to help you manage leads better, whether you use Gmail, Office 365, Exchange, or IMAP/SMTP. OAT looks for emails related to your leads, like those from SmartAsset or other lead sources you use. It doesn’t read or touch any other emails.

Connect your email on the Email Settings Screen.

1. Gmail

Connect your OAT account to your Gmail using Google OAuth for secure access.

• Navigate to the Email Settings Screen.
• Click Configure Email.
• Select Gmail.
• Log in to your Google Account to finalize the connection.

Connect Gmail

2. Office 365

Coonect your Office 365 email with OAT using Microsoft OAuth for efficient email management.

• Visit the Email Settings Screen.
• Choose Configure Email.