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Gmail and Outlook Integration

Summary

 This article explains how to integrate Gmail or Outlook with Plumm to streamline email communication with candidates. Once integrated, all hire-related communications, such as screening, interviews, and other messages, will be sent from the integrated email address. Additionally, all communications will be stored in the Messages module and the candidate's profile.

In this article

  • Before you begin
  • Step 1: Integrating Gmail or Outlook
  • Step 2: Sending and Receiving Emails
  • Step 3: Conducting Interviews
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to integrate Gmail or Outlook with your Plumm account.
  • You can only integrate one email provider: either Gmail or Outlook (not both).
  • You will need your Gmail or Outlook login credentials.

Step 1. Integrating Gmail or Outlook

  1. Navigate to the Integrations section in Plumm’s admin panel.
  2. Scroll down to the Gmail or Outlook integration option.
  3. Click the Connect button next to the email provider you wish to integrate (either Gmail or Outlook).
  4. Sign in with your Gmail or Outlook account and grant the necessary permissions to read and send emails.
  5. Follow the prompts to complete the integration.

Step 2. Sending and Receiving Emails

  1. Once integrated, all hire-related communications such as screening, interview invitations, and other messages will be sent through the integrated Gmail or Outlook email account.
  2. You can also send manual emails to candidates, and these will be stored in the Messages module and the Messages tab on the candidate's profile.
  3. The email correspondence will be sent from the integrated email address, ensuring all replies from candidates go to the correct inbox.

Step 3. Conducting Interviews

  1. Once your Gmail or Outlook account is integrated, you can enable either Meet (for Gmail) or Teams (for Outlook).
  2. This will allow you to schedule and conduct interviews seamlessly from within Plumm, making the interview process more efficient.

Frequently Asked Questions (FAQ)

1. Can I integrate both Gmail and Outlook?

No, you can only integrate one of them at a time. Choose either Gmail or Outlook based on your preference or your organization's email provider.
 

2. What emails will be sent from the integrated email address?

All hire-related communications, including screening emails, interview invitations, and follow-up messages, will be sent from the integrated Gmail or Outlook account.

3.Can I send manual emails to candidates?

Yes, you can send manual emails to candidates, and all emails will be stored in the Messages module.
 
 

4.Can I view emails from candidates not initiated through Plumm?

You can enable either Meet (for Gmail) or Teams (for Outlook) for interviews. This allows you to easily schedule and hold video interviews directly from Plumm.

5. How do I conduct an interview once my email provider is integrated?

No, Plumm only reads emails initiated from the platform to the candidates and their replies. Emails that are not initiated via Plumm will not be captured.

6. How do I disconnect the Gmail or Outlook integration?

You can disconnect the integration by going to the Integrations section and clicking the Disconnect button next to the email provider you want to unlink. Confirm your choice, and the integration will be disconnected.