Automated email sync
If you use our Gmail or Microsoft 365 Outlook integration, any reply to emails from candidates via your regular inbox will sync in Workable automatically. This feature saves you time by keeping all your communication in one place.
Note: It needs ≈ 15 minutes for a conversation from your Inbox to get into Workable.
🔒 For the automated email sync to work, the following requirements must be met:
- The conversation (thread) should have started in Workable. If you start a new thread through your Gmail or Outlook account, it won't be imported automatically into Workable. In this case, you will have to trigger the sync manually (explained in the below section). After doing it once, you don't have to do it again for this communication.
- The candidate should reply within the same email thread without changing the subject line.
- The candidate should reply using the same email address that they have in Workable.
- Emails need to be in your email inbox or a subfolder of your inbox. If the email is stored or sent to another folder, it won't sync to the candidate’s profile.
Manual import
To manually import communication with candidates started in your Gmail or Outlook inbox, follow these steps:
- Locate the candidate in Workable.
- Navigate to the Communication > Messages tab.
- At the bottom of the tab, click the link to import messages between you and the candidate. The conversation will be added to the candidate history in Workable, and any new messages in the same conversation will be automatically imported.
The example below shows what the button will look like if you integrate with Gmail.
Troubleshooting email sync issues
If you are facing email sync issues and the manual email import failed, contact our support team for further assistance, providing the EML files of the emails that did not sync. Below are instructions on creating an EML file based on your email provider:
- Open the email you wish to save.
- Click the three dots in the top right corner of the message.
- Click on the Download message button to create the .EML file.
- Open the email in your browser.
- Right click the message you want to download.
- Select Save as. The email will be saved as an .eml file on your device.
- Open the email you wish to save in the Mail app on your Mac.
- Click File, then select Save as.
- Select Raw message source as the format.
- Then click save to create the .EML file.