Do I need to do anything before connecting?

Pro and Agency

Yes, connect your email first under Settings > Sending. Requests go out from your own address, so until your email is connected the Integrations screen shows "Connect your email first. Requests go out from your own address." Only the account owner or an admin can connect or change integrations.

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What are the settings on a connected CRM?Will it email all my old customers when I connect?How fast does a request go out after I close a deal?I have an automation for my CRM on the Requests page. Where are the settings?

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