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Overview

FirstQuadrant requires at least one connected email account to function properly. Without at least one email account connected, the platform cannot execute any outbound communication, sync incoming messages, or surface AI-powered recommendations. It is essential to start by connecting your primary email account to ensure seamless performance across all features.

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How to connect an email account

  1. Go to Settings > Integrations > Email accounts.
  2. Click the Connect email account button located in the top-right corner.
  3. You’ll see options to choose your provider:
    • Google Workspace
    • Microsoft Office 365
    • Microsoft Exchange
    • Other (for SMTP-based providers)
    • Zapmail (used when integrating via Zapmail for outbound emails; there’s a separate helpdesk article explaining how to configure this integration step-by-step) 

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Info

  • If you’re using Google Workspace, you need to add FirstQuadrant as a trusted app in your Google Admin Console. This is mandatory to authorize access. Check out the respective helpdesk article for a step-by-step guide. 
  • If you’re connecting a Microsoft Office 365 or Exchange account, the first connection must be made by a super admin in your tenant. Once the first account is connected, subsequent ones can be connected without super admin privileges.
  • You will then be redirected to sign in via Nylas.com — FirstQuadrant’s upstream provider for email and calendar sync. This is expected. Simply proceed by signing in and authorizing access.

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Assigning accounts to team members

During setup, you will be prompted to assign the email account to a team member. You can connect an unlimited number of email accounts per team member, which is especially useful if you plan to scale your outbound efforts using multiple inboxes.

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Advanced settings

Click on any connected email account to access its Advanced settings, which allow for granular customization:

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Signature

  • Option to overwrite the default team member signature for this account. This is helpful when using different inboxes with different branding or tone.

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Minimum wait time

  • By default, there is a five-minute wait time between consecutive emails to the same recipient. You can override this setting per email account if needed.

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AI suggestions

  • FirstQuadrant periodically reviews your conversations and can suggest importing new contacts.
    • You can choose to:
      • Use the workspace-level default
      • Suggest only contacts from sales-related conversations
      • Suggest all discovered contacts
      • Disable suggestions entirely for this account

Info: For more details on how AI suggestions work, see the dedicated helpdesk article.

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Content identifier (for email warming)

  • If you’re using email warming tools, add the content identifier provided by your warming service. This is usually a unique phrase or code embedded in the email body. FirstQuadrant will use this to ignore warming emails, preventing them from polluting your contact database and activity lists.

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Daily sending limit

  • By default, campaign emails sent from a given inbox are capped at 20 per day.
  • You can override this per account to increase or decrease the sending cap.
  • Note: This limit applies only to campaign emails, not to one-to-one replies or conversations.

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Ramp-up duration

  • The default ramp-up duration is 35 days, gradually increasing email volume to the daily cap.
  • This helps maintain domain health and deliverability.
  • You can override the duration to customize the ramp-up schedule.

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Reply-to address

  • Optionally override the default reply-to address. This can be used if you want replies to go to a different address than the sending one.

Once your preferences are configured, click Update email account to save your changes.

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Managing existing accounts

In the Email accounts list view, hover over any connected account to reveal the three-dot menu. Available actions include:

  • Reconnect – reauthenticate the account if syncing fails or token expires
  • Sync now – manually trigger a data sync
  • Delete – remove the email account from FirstQuadrant
  • Copy – copy the connected email address