Under the Messages tab in both the Contacts and Opportunities sections, Pro users will be able to connect their Gmail or Outlook email account in order to send messages and view past email exchanges with the contact.
Alternatively, as a Pro user, you can connect your email directly from the Account tab. Go to Account > CRM Email Settings and select Connect Email.
You will be prompted to enter your email address and agree to the terms and conditions:
Currently, only Gmail and Outlook email accounts are supported. If you’d like to connect another domain email, please let us know about your interest at info@wetravel.com.
⚠️ If an email connection shows errors, you may need to re-authenticate. Errors will be visible under the affected email address.
Both you and your team members can connect emails on the main account, regardless of permissions.
You can mark an email as shared if multiple team members use the same address and need to send messages from it.
As an organizer, you can view all connected email accounts, including:
Your own connected account
Any team member’s connected account
Organizers also have the ability to remove connected email accounts, but team members can only remove the accounts they personally added.
Send a Message Through Your Connected Account
In the Messages section of each contact and opportunity, you can send emails directly, and any existing exchanges from your connected inbox will appear here.
Click New Message to compose an email, choose which linked address to send from, add your message, CC others, and attach files if needed. Unsent messages are automatically saved as drafts, so you can return to them anytime.
Emails sent from the CRM look the same to your customers as emails sent from your normal inbox - there’s no distinction. Any replies they send will appear in the Messages section, allowing you to continue the conversation seamlessly.
AI Email Suggestions
AI-generated email suggestions help you respond faster to new opportunities by drafting a ready-to-review message based on the inquiry. When available, you’ll see a ✨ icon in the Messages tab, where you can review the suggestion, edit it if needed, and choose to send or discard it. These suggestions are available for specific scenarios, such as brochure downloads, trip inquiry forms, or “ask a question” on trip pages. Emails are never sent automatically, and this feature does not include templates or automated follow-ups.
Frequently Asked Questions
Can team members access the CRM?
Yes, team members can access the CRM as long as they have access to all trips and the “Send messages to participants” permission is enabled. Without these permissions, the CRM will not be accessible.
Is the CRM a Pro feature?
The CRM is available on both Basic and Pro plans. On the Basic plan, you can use core features such as contacts, opportunities, and custom fields and forms. Pro plans include additional capabilities like CRM messaging, email tracking, and AI-powered email drafting.
Do my team members, or I, need to connect our own email to view messages on the contact page?
No. As long as there are existing messages between a contact and any connected email account, that message history will be visible on the contact page.
How does a shared email account work?
A shared email account allows any team member with CRM access to send emails using that address. All connected email accounts are added to the organizer’s profile, and they can be marked as shared so the other team members can use them. When sending a message, the user can choose which email address to send it from.
Is there a limit on the number of emails I can connect?
No, there is currently no limit on the number of email accounts you can connect.
Can I track if my emails are opened or clicked?
For emails sent via the Contacts or Opportunities Messages tab, we currently support tracking link clicks only. If your email includes a link, you’ll see “opened” and “clicked” indicators directly within the conversation. This is a Pro feature.
Why can’t I see certain emails in the contact or opportunity view?
Email history only appears when there is direct communication between a connected email account and the contact’s primary email address. Transactional emails or messages sent from the Manage Trip page will not appear unless they meet this condition.
What happens if I disconnect my connected email - will my messages still be saved?
After you disconnect your email, only the incomplete drafts stored in your browser will remain visible. No other messages will be available.
Does this feature work on both mobile and web browsers?
Both the web and mobile versions of CRM are fully accessible to you and your team members, provided they have the necessary permissions.
Please contact us if you have any other questions. We will be happy to help!