How to Configure Email Genie in SalesIQ?

How to Configure Email Genie in SalesIQ?

The “Configure Email Genie” tab will appear in the “My Profile” section after the administrator enables the Email Genie in the Integrations tab.

Once the administrator allows email Genie integration, the Configure Email Genie tab will be visible to all the users irrespective of departments. So, if you wish to restrict the particular user, then please use the "Disable" option.


Clicking on the “Configure Now” button will open configuration page. Provide your email client information on the page.



In the password section:

If you have enabled the Two-Factor Authentication for your email account, then provide the App specific password.
If not provide the login password of your email account.
And, save changes.

If you choose Zoho Mail account type, then Enable the IMAP Access in Zoho Mail Settings option before you proceed to configure the email genie in your mobile device.


You can find the App specific configuration guide attached for each service near the password. If you have enabled TFA, then the doc can guide you to get the password.


    • Related Articles

    • Email Genie

      What is Email Genie? Email Genie is a magical technology that works with your favourite email client and provides more insights about the email sender. The details like Lead Score, Opportunity, CRM info, Support, and Campaign info if available in ...

    • How to configure Email Genie on your mobile device?

      On providing the email client credentials, the “Configure on your Mobile Device” page will appear. You can find the information that you have to provide on your mobile email client displayed on the screen  Use your SalesIQ account Email Address and ...

    • How to enable Email Genie integration?

      Go to Settings -> Integration -> Email Genie. Click Enable Integration. Only the administrator can access the Email Genie Integration tab and provide access to other users You can also view the users available in your portal listed. By default, the ...

    • What benefit does Email Genie offer when you receive the email in the Mobile email client?

      Email Genie push the important details about the visitor that is available in your SalesIQ along with the email sent by the visitor. When you receive an email from your visitor, then SalesIQ will attach the important details required for you to reply ...

    • Zoho SalesIQ

      By integrating with Zoho SalesIQ, you can track visitors returning to your website by their name and email addresses. This helps you understand how visitors navigate in real time and connect with them using live chat support. Just map the Zoho Survey ...