Setup guides

Connect everything in a few minutes.

Your mailbox, CRM and calendar, click by click, with the same button names you see in the app.

Start here

Set up SnailReach in ten minutes.

Connect your mailbox, add your booking link and sign your name. Then connect your CRM, if you use one.

Mailboxes

How to connect Google Workspace.

Company email on Google takes two steps: your Google admin trusts SnailReach once, then each person signs in with Google.

How to connect Gmail.

A free @gmail.com address connects with an app password: a separate code Google makes just for SnailReach. About two minutes.

How to connect Outlook and Microsoft 365.

Sign in with Microsoft and allow SnailReach to send. Works for work and personal Outlook accounts.

How to connect any other email.

Zoho, Fastmail, Yahoo, iCloud or your web host: connect any mailbox with its sending (SMTP) settings.

CRM

How to connect HubSpot.

Bring your HubSpot contacts and deals into SnailReach, and log every letter back on the contact. One sign-in, done by an admin.

How to connect Salesforce.

Bring your Salesforce contacts and opportunities into SnailReach, and log every letter back on the contact. Your Salesforce admin installs SnailReach once, then you sign in.

How to connect Pipedrive.

Bring your Pipedrive people and deals into SnailReach, and log every letter back on the person. One sign-in, done by an admin.

How to connect Attio.

Bring your Attio people and deals into SnailReach, and log every letter back on the person and the deal. One sign-in, done by an admin.

Booking

How to connect Calendly.

Put your Calendly link on every letter, then connect Calendly so bookings mark letters Booked on their own.

How to connect Cal.com.

Put your Cal.com link on every letter, then paste one SnailReach link into Cal.com so bookings mark letters Booked the moment they happen.

How to add your booking link.

HubSpot Meetings, Google Calendar, Microsoft Bookings, SavvyCal or zcal: put your booking page on every letter.

Stuck on something not covered here? Email support@snailreach.com and we'll sort it out with you.