This is an old revision of the document!
Integrating your email with the lead manager just takes a few clicks of your mouse!
There are three methods for sending email from the Lead Manager:
Use this feature to view emails you've sent and emails sent to you through the lead manager via your personal email address. This email integration only sends information into your email account. Emails sent to your email address will not be pulled into the lead manager to maintain your privacy.
Don't use gmail? No problem. Simply follow these steps:
If you are sent to the screen below, then please check with your email provider what the correct Port should be. You will also want to confirm that the rest of the information (server name, protocol type) is correct. Note: If you have changed your password for your email, then you will need to change it as well here (in the lead manager settings).
The Gmail/Microsoft/SMTP integration covers sending email from the lead manager, but that only saves half of the conversation in the Lead Manager. If you would like to record lead's replies to your email should enable this Email Sync feature. This integration does not record emails you send outside the CRM.
Unfortunately our Email Sync feature only works with Google or Microsoft emails. In order to use it you must set up your domain to use Microsoft or Google as the email provider:
To start syncing your emails to leads with the Lead Manager/CRM:
Now that this is set up, emails you send or receive from a lead you are assigned to will get recorded in the lead's activity history, and in the “Email” tab.
NOTE: We do not record emails to leads that match the primary notification email for any user in your CRM.
Admins & Team Leaders will see an extra setting that regular users do not have access to. Here you can choose to only record emails with leads you are assigned to or any lead in the CRM. You can change this at any time. Simply changing the option automatically saves.
Our Legacy Email Sync with Context.io you are using was shut down on March 31st, 2019. You do not need to take any action but the service will no longer work after that date.
Unfortunately our new email sync feature only works with Google or Microsoft emails. In order to use it you must set up your domain to use Microsoft or Google as the email provider: