📌 Notice:
For early adopters who joined our EAP/Beta program, Vincere CRM and SendGrid are already set up for you.
In some rare cases, if we can't 100% identify your tenant (due to similar company names or your account being linked to multiple Vincere tenants), we won't be able to complete the setup on your behalf. If this applies to you, please follow the instructions right below
For Microsoft or Google email integration, each user on your company account sets it up individually. No worries, the process is straightforward and easy.
This is a self-service integration guide. If you need help with any integration, contact our Customer Success team (CSM)—we’ll take care of it for you. For contact details, check the Need Help section at the bottom of this page.
Welcome! This guide will help you quickly set up the essential integrations for Access Automate Outreach Platform. In just 30 minutes, you’ll be set up and ready to go.
What You'll Accomplish
By the end of this guide, you'll have:
✅ Connect your Vincere CRM
✅ Connect SendGrid for email delivery
✅ Connect Twilio for SMS messaging delivery
✅ Connect Microsoft Email/ Google Email (send and receive emails directly from the platform)
🛠️ Prerequisites: Admin access to Access Automate Outreach, Vincere CRM, SendGrid, Twilio, and Microsoft Email/ Google Email accounts
1. Vincere CRM Integration
Overview
The Vincere CRM integration enables seamless candidate and contact synchronization between both systems. This means you can:
Launch outreach campaigns using your existing CRM data
Keep both systems up-to-date
Step 1: Request Your Vincere API Key
Before you can connect, you need an API key from Vincere Support.
How to Contact Vincere Support:
In-App Help Widget (Recommended)
Log into your Vincere dashboard
Look for the help widget icon (usually in the bottom-right corner)
Click to open the support chat
Request an API key for Access Automate integration
Information to Provide:
When requesting your API key, include these details:
Item | Description | Example |
Tenant URL | Your Vincere subdomain | |
Integration Name | Name for this connection | access_outreach |
Callback URL | Redirect URL for OAuth | It depends on your region. |
Response Time:
Vincere Support typically responds within 1-2 business days with your API key.
Step 2: Configure the Integration in Access Automate Outreach
Once you have your API key, connect it to Access Automate Outreach.
Navigation path: Access Automate Outreach → Integrations → Vincere → Integration Details
Configuration fields:
Field | What to Enter |
Tenant | Your Vincere subdomain only (e.g., yourcompany) |
API Key | Paste the full API key from Vincere Support |
To complete setup:
Enter your tenant's name in the Tenant field
Paste your API key
Click Connect
Sign in using your Vincere credentials
Wait for the status to change from "Disconnected" to "Connected"
Step 3: Verify the Vincere Connection
After connecting, confirm the integration is working:
Check connection status — The indicator should show "Connected" (green) in the top-right of the integration page
Test a sync — Go to Campaigns, create one using Vincere CRM as the data source, and check the Target Audience filters for any matching records
Review sync settings — Click the "Settings" tab in Vincere Integration Details to configure what data syncs between systems
2. SendGrid Email Integration
📌 Notice:
By default, all emails sent through Access Automate Outreach come from <your chosen alias>@elay.io. No setup needed, it is ready to use right away.
If you want emails sent from your own business domain, for example [email protected], contact your Customer Success Manager to get it set up.
Overview
SendGrid is your email delivery engine. This integration ensures your outreach emails are delivered reliably with:
Professional email delivery infrastructure
Real-time email tracking and analytics
High deliverability rates (95%+ inbox placement)
Spam protection and reputation management
You have two options for your sending email domain:
Use the default elay.io domain (quick setup, no configuration required)
Use your own business email domain (professional branding, requires domain verification)
Option 1: Using the Default elay.io Domain
By default, all emails sent through Access Automate Outreach are from <your chosen alias>@elay.io. This option requires no additional setup and is ready to use immediately.
When to Use This Option
You want to start sending campaigns quickly without additional configuration
You do not require emails to appear from your company domain
You are testing the platform before setting up custom domain
How to Use
No action is required. Simply create and launch your campaigns. All outbound emails will be sent from <your chosen alias>@elay.io by default.
Option 2: Using Your Own Business Email Domain
For a more professional appearance, you can configure Access Automate Outreach to send emails from your own business domain (e.g., [email protected]). This adds credibility to your outreach campaigns.
When to Use This Option
You want emails to appear from your company domain for brand consistency
You want to improve email deliverability and recipient trust
Your organisation requires branded communications
⚠️ Important: To set up your domain, you’ll need to configure DNS. Make sure you can access your domain’s DNS settings or coordinate with your IT team—they’ll help you get it done easily.
How to Set Up Your Business Email Domain
Step 1: Contact Your CSM or Implementation Consultant
Reach out to your Customer Success Manager or Implementation Consultant and request to set up your business email domain for Access Automate Outreach.
Step 2: Receive DNS Records
Your CSM will provide you with DNS records that need to be added to your domain. You will receive DNS records (CNAME and/or TXT records) that authenticate your domain for email sending.
Step 3: Add DNS Records to Your Domain
Forward the DNS records to your IT department or domain administrator. They will need to add these records to your domain's DNS configuration.
Step 4: Confirm DNS Configuration
Once your IT department confirms the DNS records have been added, notify your CSM or Implementation Consultant.
Step 5: Domain Verification
Your CSM will verify the domain authentication. Once verified, your email domain will be activated and ready for use in Access Automate Outreach.
⚠️ Important: DNS changes may take up to 24-48 hours to propagate. Please allow sufficient time before requesting verification.
Important Notes
Ensure your email account is not an alias and has a functioning inbox to receive replies
Please don’t change the email settings in Access Automate Outreach until your domain is successfully verified
DNS record types typically include CNAME and TXT records for domain authentication
Keep a copy of the DNS records provided by your CSM for your records
Option 3: Using Your Own SendGrid Account
If your organisation already has a SendGrid account and prefers to use it for email sending, you just need to input in your API and Domain and it’s ready to go.
📌 Tip: Using your own business email domain improves deliverability and builds trust with recipients. We recommend setting this up before launching major outreach campaigns.
3. Twilio SMS Integration
Overview
The Twilio integration enables SMS communication capabilities within Access Automate Outreach. This means you can:
Send SMS messages as part of your multi-channel outreach sequences
Track message delivery and engagement
Step 1: Obtain Your Twilio API Credentials
Before you can connect, you need three pieces of information from your Twilio Console.
How to Get Your Twilio Credentials
Log into your Twilio Console at console.twilio.com
From the dashboard homepage, locate your Account SID and Auth Token
Navigate to Messaging → Services to find or create your Messaging Service SID
Credentials You'll Need
Credential | Where to Find It | Format |
Account SID | Console Dashboard (top of page) | Starts with |
Auth Token | Console Dashboard (click to reveal) | 32-character string |
Messaging Service SID | Messaging → Services | Starts with |
Setting Up a Messaging Service (If You Don't Have One)
In Twilio Console, go to Messaging → Services
Click Create Messaging Service
Name it (e.g., "Access Automate Outreach")
Select your use case (typically "Notifications" or "Marketing")
Add a phone number to the service (purchase one if needed)
Complete the setup wizard and copy the Messaging Service SID
⚠️ Important: You must have at least one phone number attached to your Messaging Service to send SMS messages.
Step 2: Configure the Integration in Access Automate Outreach
Once you have your credentials, connect them to Access Automate Outreach.
Navigation path: Access Automate Outreach → Integrations → Twilio → Integration Details
Configuration Fields:
Field | What to Enter |
Account SID | Your Twilio Account SID (starts with |
Auth Token | Your Twilio Auth Token (32-character string) |
Messaging Service SID | Your Messaging Service SID (starts with |
To Complete Setup:
Enter your Account SID in the first field
Enter your Auth Token in the second field
Enter your Messaging Service SID in the third field
Click Connect
Wait for the status to change from "Disconnected" to "Connected"
Step 3: Verify the Twilio Connection
After connecting, confirm the integration is working:
Check connection status — The indicator should show "Connected" (green) in the top-right of the integration page
Test a message — Go to Campaigns, create a sequence that includes an SMS step, and send a test message to verify delivery
Review sync settings — Click the "Settings" tab in Twilio Integration Details to configure messaging preferences and compliance settings
Important Notes
Ensure your Twilio account has sufficient credit balance to send messages
SMS pricing varies by destination country—check Twilio's pricing page for details
Comply with local regulations (e.g., TCPA in the US, GDPR in the EU) when sending SMS messages
Keep your Auth Token secure and never share it publicly
If you rotate your Auth Token in Twilio, you'll need to update it in Access Automate Outreach
4. Microsoft Email Integration
Overview
The Microsoft Email integration connects your Microsoft 365 email account to Access Automate Outreach. This means you can:
Maintain your professional email branding (e.g., [email protected])
Track email opens, clicks, and replies in real-time
Keep all email communications synced with your inbox
Step 1: Prerequisites
Before connecting your Microsoft 365 account, ensure you have:
Requirement | Description |
Microsoft 365 Account | A valid Microsoft 365 business or enterprise email account |
Admin Consent (if required) | Some organisations require IT admin approval for third-party app connections |
Active Inbox | Your email account must have a functioning inbox to send and receive messages |
⚠️ Important: Shared mailboxes and aliases are not supported. You must connect a primary mailbox account.
Step 2: Connect Your Microsoft 365 Account
Navigation path: Access Automate Outreach → Integrations → Microsoft Email → Integration Details
To Complete Setup
Click on Microsoft Email from the Integrations page
Click the Connect button
You will be redirected to Microsoft's sign-in page
Enter your Microsoft 365 email credentials
Review the permissions requested and click Accept
Wait to be redirected back to Access Automate Outreach
The status should change from "Disconnected" to "Connected"
Permissions Requested
Access Automate Outreach will request the following permissions:
Read and send mail — To send outreach emails on your behalf
Read user profile — To verify your email address and display name
Maintain access — To keep the connection active without requiring frequent re-authentication
Step 3: Verify the Microsoft Email Connection
After connecting, confirm the integration is working:
Check connection status — The indicator should show "Connected" (green) in the top-right of the integration page
Send a test email — Go to Campaigns, create a test sequence with an email step, then click the email step on sequnce canvas to open the email configuration setting and turn on the Track Reply Emails toggle to check if your email appears in the Reply-To dropdown.
Verify reply tracking — Replies to your outreach emails will be captured and visible in the platform
Important Notes
Emails are sent directly from your Microsoft 365 account, maintaining your sender reputation
Daily sending limits are subject to Microsoft 365's policies (typically 10,000 emails per day for business accounts)
If your organisation uses Conditional Access policies, you may need IT admin approval
Re-authentication may be required if your Microsoft 365 password changes or the token expires
5. Google Email Integration
Overview
The Google Email integration connects your Google Workspace email account to Access Automate Outreach. This means you can:
Maintain your professional email branding (e.g., [email protected])
Track email opens, clicks, and replies in real-time
Keep all email communications synced with your Gmail inbox
Step 1: Prerequisites
Before connecting your Google Workspace account, ensure you have:
Requirement | Description |
Google Workspace Account | A valid Google Workspace (formerly G Suite) business email account |
Admin Consent (if required) | Some organisations require IT admin approval for third-party app connections |
Active Inbox | Your email account must have a functioning inbox to send and receive messages |
⚠️ Important: Personal Gmail accounts (@gmail.com) can still be connected, but we recommend using Google Workspace business accounts for professional outreach.
Step 2: Connect Your Google Workspace Account
Navigation path: Access Automate Outreach → Integrations → Google Email → Integration Details
To Complete Setup
Click on Google Email from the Integrations page
Click the Connect button
You will be redirected to Google's sign-in page
Select your Google Workspace account
Review the permissions requested and click Allow
Wait to be redirected back to Access Automate Outreach
The status should change from "Disconnected" to "Connected"
Permissions Requested
Access Automate Outreach will request the following permissions:
Send email on your behalf — To send outreach emails from your account
Read, compose, and send emails — To track replies and manage communications
View your email address — To verify your account and display name
Step 3: Verify the Google Email Connection
After connecting, confirm the integration is working:
Check connection status — The indicator should show "Connected" (green) in the top-right of the integration page
Send a test email — Go to Campaigns, create a test sequence with an email step, then click the email step on sequnce canvas to open the email configuration setting and turn on the Track Reply Emails toggle to check if your email appears in the Reply-To dropdown
Check your Sent folder — Emails sent through Access Automate Outreach will appear in your Gmail Sent folder
Verify reply tracking — Replies to your outreach emails will be captured and visible in the platform
Important Notes
Emails are sent directly from your Google Workspace account, maintaining your sender reputation
Google Workspace has sending limits (typically 2,000 emails per day for business accounts)
If your organisation has app restrictions enabled, you may need IT admin approval
Re-authentication may be required if your Google password changes or the token expires
Need Help?
If you have questions or need assistance, please contact:
Customer Success team:
Ruchika Senaratne: [email protected]
Harini Devendra: [email protected]
Product & Engineering team:
Noah Nguyen: [email protected]
Next Step
Congratulations! You've successfully completed the quick integration setup. Next step create your first campaign and start reaching out to candidates!