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How to connect email account in Salesmate Follow

Managing email from your CRM is a remarkable way for sales geeks to rescue time and effort.

As this feature has come to a point where it has become essential, we’ve taken a step ahead to make the management of your business email more effective.

How to configure my email account in Salesmate?

We’ve greatly simplified the process of connecting your email accounts to Salesmate.

Email accounts can be configured in two ways inside Salesmate by using the

a) SMTP & BCC Option or

b) Full Email Sync

In this section, we will cover setting up your email Outgoing and Incoming using SMTP & BCC option.

To configure SMTP (outgoing Email),

  • Click on the Email Icon 

Screenshot_2023-03-07_at_11.10.47_AM.png

  • Click on Email Settings
  • Select SMTP & BCC section
  • Go to Outbound Emails (SMTP) section
  • Click on Add Email Account

Screenshot_2023-03-07_at_11.16.39_AM.png

  • Select your Email Service provider from the below options
  • You can configure Custom SMTP if you do not find your default email service provider

Screenshot_2023-03-07_at_11.18.40_AM.png

To Send Emails - Outbound Emails (SMTP) :

  • To configure your Custom SMTP details you need following details handy
    • *User Name
    • *Password
    • From Name
    • *From Email
    • *Host
    • *Port
    • Secure - SSL/TLS/None 
    • Click on the add Email Account button
    • Choose your SMTP account ( Google, Outlook.com, Yahoo or Custom SMTP )
    • For Custom SMTP

Screenshot_2023-03-07_at_11.21.07_AM.png

Note: In case your SMTP details return an error, here is another recommended way through which you try connecting again with the below settings in your full email sync with Custom SMTP option, we have seen a similar case before wherein user was able to connect successfully with below mentioned details  -
143 for IMAP
587 for SMTP
Both with TLS

    • In case of Default selection for the given example - 
    • Google
      • You will be redirected to the Google Authentication page
      • Select the Google account you wish to connect
      • On the Permissions page, Click Allow to continue.

Screenshot_2023-03-07_at_11.22.50_AM.png

  • Once confirmed, system will notify you of the configuration success message
  • Similarly, you can also add more SMTP accounts 
Note :
      • Host/Port/Secure -will be auto filled for Yahoo and Outlook.com
      • With this option, you can configure multiple SMTP to send your emails

How to configure incoming emails in Salesmate?

You get your own email address, which you can add to the BCC field whenever you email a customer, or you can forward existing emails directly to this address. These conversations will all appear in your Salesmate email page, linked to the relevant contacts and deals, when possible.Set the forwarding rule to forward emails to your Salesmate Mailbox address by following below steps:
  • To receive emails:

Screenshot_2023-03-07_at_11.25.08_AM.png

    • Go to Dashboard
    • Click on Email icon
    • Go to Email settings
    • Click on SMTP & BCC tab
    • Copy the Inbox email address (BCC)  -Example: "un-2ab15c4cccec8b894804c7be76cb9cc9@demo.salesmate.io"
    • To set forwarding in Gmail, click here
    • To set forwarding in Yahoo, click here

Note: If you think you are getting spammed, you can regenerate a new Bcc forwarding address and setup the forwarding again.

You will receive the Security Email once you have disabled - Enable strict forwarding

You can also enable strict email forwarding. This means you will receive emails from only the account that you have configured. You can add other addresses from which you want to receive emails by adding them to the secondary email address list.

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