Why OAT Connects to Your Email

SmartAsset OAT connects with your email to help you automate your outreach to potential investor leads/prospects. OAT can easily connect with Gmail, Office 365, Exchange, or IMAP/SMTP. Here’s why it’s both helpful and safe:

1. Quick Outreach to New Leads:
   • Automated Outreach: When a new lead email comes in, OAT can automatically assign it to a drip campaign and send an immediate email.
   • OAT only looks for emails related to your leads, like those from SmartAsset or other sources you use. It doesn’t read or touch any other emails.
2. Detect responses from leads
   1. Stops When You Get a Reply: As soon as a lead replies, OAT stops sending automated messages. It makes sure you don’t send unnecessary emails.
3. Safe and Private:
   • Just for Leads: The only emails OAT cares about are your lead notifications or responses from leads. Your other emails are completely private and untouched.