How do I connect a Shared Mailbox to Ebsta Sync?

Ebsta Support -

You will need to ensure Ebsta Sync is added to your Account, Contact, Lead and/or Opportunity Page Layout before connecting a Mailbox.

Learn more by reading: How do I add Ebsta Sync to Page Layouts?

 

Connect a Shared Mailbox

1. Go to an Account, Contact, Lead or Opportunity where Ebsta has been added and click Sign in with Salesforce.

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2. Choose your Mailbox option below to connect a Mailbox.

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3. To add your Shared Mailbox, you'll need to add a / followed by your Shared Mailbox alias to login.

For example, if your email address was thomas@acme.com and your Shared Mailbox alias was Support, you would add the following:

thomas@acme.com/support

Enter your standard password for thomas@acme.com.

 

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Note: Once connected, Ebsta will begin processing through your emails. This may take several hours.

 

3. You can add as many Mailboxes as you wish by then clicking on the Connect an Email Account button.

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Recommended next reading:

Getting Started with Ebsta Sync (video)