We have upgraded and revamped the CRM with our new email integration! This will allow users to send emails from the email account inside of the CRM. With just a few simple steps you will be able to send emails directly from the CRM. What is that good for? Saving you time!

There are just a few things that you will need to know before you can connect your email to the CRM. Below is a screenshot of everything that you will need to have in order to make this happen.

 

 

You will need to know the following in order to set up your email:

  1. Email account type: Gmail, Yahoo Mail Plus, or other mail address along with your email password.
  2. Incoming server: IMAP SERVER (This is usually found by going into your email settings). <name of service>.com
  3. IMAP PORT, SMTP SERVER & SMTP PORT: You will usually get this from your email provider or email settings!
    1. IMAP PORT: The IMAP protocol works on two ports.

Port 143 – this is the default IMAP non-encrypted port

Port 993 – this is the port you need to use if you want to connect using IMAP securely

  1. SMTP SERVER: smtp.<name of service>.com
  2. SMTP PORT: Port 587 is supported by almost every outgoing SMTP server and it’s useful for unencrypted or TLS connections; while port 465 is the right choice if you need to connect via SSL.
  3. From address: This will be the email address that you will be sending emails from in the CRM.

 

You will find the most common IMAP/SMTP settings on the next page!