How Do I Sync My Email and Calendar in Canopy?
You can sync your email and calendar to Canopy to manage communications and scheduling directly from the platform. This article walks through how to connect your accounts, configure email settings, and use the Inbox and Calendar once syncing is complete.
Why This Matters
Syncing your email and calendar centralizes client communication, improves visibility across your firm, and reduces the need to switch between tools during busy workflows.
Table of Contents
Sync Your Email and Calendar
Select your initials or profile picture in the bottom-left corner.
Select Settings.
Open Email & Calendar.
Select Add Email Account if you haven’t synced an account yet.
Choose your email provider:
Gmail or Google Apps
Microsoft Exchange or Microsoft 365
Other providers (Hotmail, MSN, Outlook)
Select what to sync (email and calendar are selected by default).
Select Continue and follow the on-screen prompts to connect your account.
Review the contact import option:
Optionally import contacts based on email interactions.
Choose the contact type and entity (Individual or Business), or leave as-is to skip.
Select Finish to complete setup.
Best Practice
You can sync multiple email accounts to Canopy.
You can only sync one calendar to Canopy at a time.
Configure Email Settings
Once your email is synced, you can customize how it’s used in Canopy.
Available settings include:
Automatic Email Sync
Existing email history with contacts is automatically imported when a contact is added.Share Permission
Allow specific team members to send and reply using this email account.Share Full Permissions
Allow specific team members to view, reply to, send, and delete emails from this account.Email Signature
Add custom text
Adjust formatting
Insert hyperlinks
Add an image
You can connect additional email accounts at any time by selecting Add Account.
Use the Inbox in Canopy
Select Inbox from the global navigation bar.
View, send, reply to, and forward emails directly in Canopy.
Use the Global Plus (+) button to start a new email to a client or team member.
Additional details:
Emails synced from all connected providers appear in the Inbox.
You can switch between multiple email accounts you have access to.
From a client record, you can view all emails sent by any Canopy user in your firm to that client.
Heads Up! We've released our Email Summaries Beta - an AI tool designed to summarize email threads in the Inbox and Communication tab. Check out our overview here!
View Your Calendar
Select the Calendar icon at the bottom of the navigation.
View all events synced to Canopy, including subscribed calendars.
Shared Calendars
Canopy supports shared or group calendars through:
Google (Gmail)
Outlook
Summary
Syncing your email and calendar allows you to manage communication and scheduling directly within Canopy. While you can connect multiple email accounts, only one calendar can be synced at a time, so choose the calendar that best supports your workflow.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.