This article explains how to connect your email account to the CRM, covering steps for accessing settings, choosing your email provider, entering credentials, authorizing the connection, and verifying setup for seamless communication.
Connecting your email account to the CRM allows you to send and receive emails directly from your CRM account. This guide will walk you through the steps to link your email account, ensuring seamless communication and improved workflow.
Testing the Connection
After setting up the connection, ensure your test contact uses an email address different from your connected CRM email. Emails won’t sync if both addresses are the same.
User-Specific Email Sync
Connected emails and synced messages are specific to each user. For example, if User A connects their email account, User B will not see those emails in their account.
Syncing Emails
When setting up the email sync feature, you can choose to sync emails from all contacts or just primary contacts on open deals. By default, the CRM syncs emails from all contacts linked to your email address.
- Sync All Contacts: This option syncs emails for all contacts, including those without a deal and any contact on a deal of any status.
- Historical Sync: Once connected, emails from one year prior and all future emails will sync to your account.
Email Sync Locations
Synced emails will appear in the following places within the CRM:
- Deal Record: Recent Activity Stream and Emails tab
- Contact Record: Recent Activity Stream and Emails tab
- Connected Emails Page: Centralized location for managing connected emails
Connecting Your Email Account
For Gmail Accounts:
- Navigate to Deals > Connected Emails.
- Click the "Connect an email account" button.
- Enter your email address and click "Log In."
- Select the Google account you want to connect.
- Enter your password and click "Next."
- Review and allow the permissions.
- Your Gmail account is now connected.
For IMAP Accounts:
- Navigate to Deals > Connected Emails.
- Click the "Connect an email account" button.
- Enter your email address and click "Sign In."
- Enter your password and click "Sign In."
- Your IMAP account is now connected.
For Exchange Accounts:
- If two-factor authentication is enabled, generate an app password using Microsoft's instructions.
- Navigate to Deals > Connected Emails.
- Click the "Connect an email account" button.
- Enter your email address and click "Sign In."
- Select "Exchange."
- Enter your password and click "Sign In."
- Your Exchange account is now connected.
Troubleshooting Exchange Connection Issues
If you encounter issues while connecting your Exchange account, try the following:
- Specify Username: If your email address differs from your Windows username, enter your Windows username under "Advanced Settings."
- Specify Exchange Server: Manually enter the Exchange server name if it isn’t auto-detected. Use the server name visible in your Outlook Web App or contact your Exchange server administrator.
- Connection Issues: Ensure the server name entered doesn’t require VPN access. If problems persist, contact our Customer Experience Team with details.
Preferred Email Account (For Sales Pathfinder and Alpha Pro Plans)
The preferred email account is the default "From" email address for all outgoing 1:1 emails sent from automation.
Setting a Preferred Email Account:
- Navigate to Deals > Connected Emails.
- Connect your email account.
- Select the "Preferred Email Account" dropdown.
- Choose the email address to use as the default "From" address.
- Your selection is automatically saved.
To use the preferred email account in an outgoing 1:1 email, select %deal_owner_email% as the "From" address in the “Send a 1:1 email” action modal.
By connecting your email account to the CRM at Wolfpack Advising, you streamline communication and improve efficiency. Follow the steps above to ensure a seamless connection and start benefiting from integrated email management. For further assistance, contact our support team or visit our help resources.