How Do I Sync My Email and Calendar in Canopy?
Syncing your email is required to send and receive emails in Canopy, including bulk emails. Without an email connection, email features will not function.
Why This Matters
Connecting your email and calendar allows you to communicate with clients directly from Canopy, maintain a complete communication history, and manage scheduling without switching tools.
Table of Contents
Sync Your Email and Calendar
To enable email and calendar functionality, you must connect an email account.
Connect an Email Account
Click your initials or profile picture in the bottom-left corner.
Select Settings.
Click Email & Calendar.
Select Add Email Account.
Choose your provider:
Gmail or Google Apps
Microsoft Exchange or Office 365
Other providers (Hotmail, MSN, Outlook)
Select what to sync.
Email and calendar are selected by default.
Click Select.
Follow the on-screen prompts to complete the connection.
Click Finish.
Import Contacts (Optional)
You’ll be prompted to import contacts based on prior email interactions.
You can:
Assign contact type and entity (individual or business), or
Skip this step and configure contacts later.
Email Sync Limitations
Canopy Tip
You can sync multiple email accounts in Canopy.
You can only sync one calendar at a time.
Configure Email Settings
Once an email account is connected, you can customize how it works in Canopy.
Default Email Sync Behavior
Email correspondence automatically syncs when a contact is added with an email address.
Past email history with that contact is pulled into Canopy.
Share Email Access With Team Members
Share permission to reply and send
Allows selected users to send and reply using this email account.
Share full permissions
Allows selected users to view, send, reply to, and delete emails from this account.
Customize Sender Name and Branding
Use External Account Label to control how emails appear to clients.
Emails can display your firm or office name instead of an individual sender.
Update:
Sender name
Office display name
Add an Email Signature
You can customize your email signature by:
Adding text
Formatting content
Inserting hyperlinks
Adding an image or logo
Add Additional Email Accounts
Click Add Account to sync multiple email addresses to your Canopy account.
Use the Inbox
Once your email is synced, you can manage email directly in Canopy.
Access the Inbox
Click Inbox in the primary navigation bar.
From the Inbox, you can:
View synced emails
Create new emails
Reply to and forward messages
Send an Email From Anywhere
Click the Global + button.
Select Email.
Viewing Emails by Account or Client
In the Inbox, toggle between email accounts you manage or have access to.
In a Client Record, you’ll see a complete history of emails sent from any Canopy user in your firm to that client.
View Your Calendar
You can access your synced calendar directly in Canopy.
Open the Calendar
Click the Calendar icon at the bottom of the navigation.
You’ll see:
All events from your synced calendar
Events from other calendars you’re subscribed to
Shared Calendars
Good to Know
Shared or group calendars are currently supported only for:
Google Gmail accounts
Outlook accounts
Summary
Syncing your email and calendar unlocks Canopy’s communication tools, keeps client correspondence centralized, and helps your firm work more efficiently without leaving the platform.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.