Documentation

Connecting Gmail

Connect your Gmail account using OAuth 2.0. We only request read-only access to your emails to extract contact information from signatures.

1. Go to your Dashboard → Email Connections
2. Click "Connect Gmail"
3. Authorize access in the Google OAuth popup
4. Your Gmail account will be connected immediately and ready to scan

Note: You can revoke access at any time from your Google Account settings, but disconnecting a mailbox through the dashboard requires approval.

Connecting Outlook

Connect your Outlook/Microsoft 365 account using OAuth 2.0. We only request read-only access to your emails to extract contact information.

1. Go to your Dashboard → Email Connections
2. Click "Connect Outlook"
3. Sign in with your Microsoft account
4. Authorize the requested permissions
5. Your Outlook account will be connected immediately and ready to scan

Note: You can revoke access at any time from your Microsoft Account settings, but disconnecting a mailbox through the dashboard requires approval.

Disconnecting a Mailbox

If you need to disconnect a mailbox (e.g., to switch to a different email account), you'll need to submit a disconnection request:

1. Go to your Dashboard → Email Connections
2. Find the mailbox you want to disconnect
3. Click "Disconnect" and submit the request
4. Wait for approval (typically within 24 hours)
5. Once approved, the mailbox will be disconnected

Note: Disconnecting a mailbox will stop scanning that account, but all previously extracted contacts will remain in your database.

How It Works

Our AI-powered system automatically scans your emails and extracts contact information from email signatures. The system identifies:

• Names and job titles
• Company names
• Email addresses
• Phone numbers
• LinkedIn profiles
• Website URLs
• Physical addresses

Running a Scan

1. Navigate to Dashboard → Overview
2. Select your connected email account
3. Choose scan options (time range, message limit)
4. Click "Start Scan" to begin processing
5. Monitor progress in real-time
6. View extracted contacts once the scan completes

Automatic Scanning

You can configure automatic scanning to run on a schedule:

• Realtime: Scans new emails as they arrive
• Hourly: Scans your inbox every hour
• Daily: Scans your inbox once per day

Configure automatic scanning in Dashboard → Settings → Scan Configuration

What is Auto Lead Generation?

Auto Lead Generation automatically finds new potential customers based on companies you've already interacted with. The system:

1. Analyzes companies from your existing contacts
2. Finds similar companies that match your Ideal Customer Profile (ICP)
3. Searches for contacts at these matching companies
4. Validates email addresses to ensure deliverability
5. Adds verified leads to your database

Setting Up Your ICP

Your Ideal Customer Profile (ICP) defines what types of companies you want to target. Configure your ICP in Dashboard → Settings → ICP Configuration.

You can specify:

• Company size (employee count, revenue)
• Industry or vertical
• Geographic location
• Technology stack
• Job titles to target

Email Validation

All generated leads are validated before being added to your database. This ensures:

• Email addresses are deliverable (won't bounce)
• You only pay for verified, high-quality leads
• Your sender reputation is protected
• Better email deliverability rates

Daily Limits

Lead generation is limited to 50 verified leads per day by default. This helps control costs and ensures quality. You can view your daily usage in Dashboard → Leads. If you want to conserve credits, you can also lower your daily limit to reduce the number of leads generated per day.

Connecting HubSpot

1. Go to Dashboard → Settings → Integrations
2. Click "Connect HubSpot"
3. Authorize the connection in the HubSpot OAuth popup
4. Your HubSpot account will be connected

Once connected, you can sync contacts between Sales Automation and HubSpot.

Exporting Contacts to HubSpot

Export your extracted contacts directly to HubSpot:

1. Go to Dashboard → Leads
2. Select the contacts you want to export
3. Click "Export to HubSpot"
4. Contacts will be created or updated in your HubSpot CRM

Automatic HubSpot Contact Detection

When you connect HubSpot, the system automatically tracks all email senders in your inbox and checks if they already exist in your HubSpot CRM. If a sender is found in HubSpot, they will be flagged so you can easily identify which contacts you already have in your CRM. This helps you see at a glance which email contacts are new prospects versus existing CRM contacts.

Is my email data secure?

Yes. We use OAuth 2.0 for secure authentication, never store your email passwords, and only extract contact information from signatures—never full email content. All data is encrypted in transit and at rest. See our Security page for more details.

How accurate is the contact extraction?

Our AI-powered extraction system uses advanced natural language processing to identify and extract contact information with high accuracy. The system filters out automated emails, spam, and your own signatures automatically.

Can I block certain senders from being extracted?

Yes. You can block specific email addresses or domains from being extracted. Go to Dashboard → Settings → Blocked Senders to manage your exclusion list.

What happens if I disconnect my email account?

If you disconnect your email account, we will stop scanning new emails, but all previously extracted contacts will remain in your database. You can reconnect at any time.

How do I cancel my subscription?

You can manage your subscription in Dashboard → Settings → Account. You can cancel at any time, and your account will remain active until the end of your billing period.