Integrations settings
Adding all email accounts for best practice
To maximize FirstQuadrant’s impact, it’s best practice to connect all current and past sales-related email accounts from your organization. This enables the platform to sync historical conversations with leads, provide your team with full context, and improve the AI’s recommendations. When past accounts are added, FirstQuadrant retrieves previous email threads, displays them to current users, and incorporates this context when generating new outreach—ensuring continuity in communication and increasing conversion potential.
Why add past email accounts?
By including past sales-related email addresses in your FirstQuadrant workspace, the platform can:
- Sync all past email conversations with leads that past and current sales employees engaged with
- Display these conversations in the platform for current team members
- Enhance AI-driven insights by providing historical context to ongoing lead interactions
How this improves AI recommendations
For example, if an email address previously corresponded with a prospect named “Jasmin,” FirstQuadrant will:- Automatically sync and retrieve these past email exchanges
- Acknowledge this prior interaction when generating new AI-driven outreach emails
- Ensure continuity in sales conversations
Example AI-generated email
Subject: Continuing Our Conversation“Hi Jasmin, I know that you have been in contact via email in the past regarding [specific topic]. I’d love to continue that discussion and explore how we can assist you moving forward. Let’s set up a time to chat!”By leveraging historical interactions, FirstQuadrant ensures your sales team maintains relationship continuity, builds trust, and increases the chances of converting leads into customers.
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Adding generic email addressesThis article explains how to add generic inbound email addresses like [email protected] or [email protected] to FirstQuadrant. It covers two methods—either by manually logging the email as a note or by directly adding the email address to FirstQuadrant. The guide also outlines key limitations, including support only for sales-related emails and the requirement for real (non-alias) email addresses.
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