Lupa supports direct integration with both Microsoft Outlook and Gmail, allowing you to manage client emails easily and efficiently from within your practice system.
Step-by-Step: Connecting Your Email Account
1. Go to Settings
From the main menu, navigate to the Settings page.
2. Open the Email Integrations
Scroll down to the Integrations section.
Click on Emails to view your email connection options.
3. Click Connect New Email
This will open a secure window to choose between Microsoft Outlook or Gmail.
Microsoft
Gmail
4. Choose Your Email Provider
Select either Microsoft or Google depending on which email account you’d like to link.
5. Sign In
Enter your credentials to connect your chosen email account with Lupa.
Follow the prompts to grant access and complete the setup.
6. You're Connected
Once complete, your connected email address will appear on the Emails page.
You can now send and track emails directly through Lupa.
If you use multiple accounts or need to switch providers, you can return to this page at any time to manage your connected emails. Need help? Our support team is here for you.