User Tools

Site Tools


email_thirdparty_integration

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revision Both sides next revision
email_thirdparty_integration [2018/11/27 19:07]
brittany [Email Integration for Yahoo]
email_thirdparty_integration [2020/02/26 18:56]
michaels
Line 1: Line 1:
-=====Email Integration for Yahoo=====+=====Email Integration for Yahoo/ AOL=====
  
-Yahoo has recently beefed up their security so in order to integrate it with the CRM, the client ( or you) will need to do a couple of extra steps first.+Yahoo/ AOL has recently beefed up their security so in order to integrate it with the CRM, the client ( or you) will need to do a couple of extra steps first.
  
 Head over to mail.yahoo.com and click on the profile picture in the upper right-hand corner. Then, select account info. Head over to mail.yahoo.com and click on the profile picture in the upper right-hand corner. Then, select account info.
  
-{{::1ei.png?700|}}+{{:yahoo_integration_1.png?700|}}
  
 This should have taken you to the account info page, now you will need to click on the account security tab. This should have taken you to the account info page, now you will need to click on the account security tab.
  
-{{::2ei.jpg?700|}}+{{:yahoo_account_security.png?700|}}
  
 ====If you do not have two-step authentication setup up.==== ====If you do not have two-step authentication setup up.====
Line 23: Line 23:
 On the accounts security page, you will need to click on “Generate password for apps”. On the accounts security page, you will need to click on “Generate password for apps”.
  
-{{::4ei.png?700|}}+{{:yahoo_manage_app_pw.png?700|}}
  
 This will trigger a pop up to appear and in the drop-down menu, you will need to select “other app” from the list. This will trigger a pop up to appear and in the drop-down menu, you will need to select “other app” from the list.
  
-{{::5ei.png?300|}}+{{:yahoo_other_app.png?700|}}
  
 Next, type in “Real Geeks” for the app name and press the “Generate” button. Your new app password should be available for you to use on the screen. Copy this password as this will be the password you use when setting up the email integration. Next, type in “Real Geeks” for the app name and press the “Generate” button. Your new app password should be available for you to use on the screen. Copy this password as this will be the password you use when setting up the email integration.
  
-{{::6ei.png?300|}}+{{:yahoo_app_password.png?700|}}
  
 Now, head back over to the email integration tab on the lead manager and set-up the email. Click on the SMTP option and when it asks for username and password. Input your yahoo email in the Username field, and add the generated password we created in the password field. Now, head back over to the email integration tab on the lead manager and set-up the email. Click on the SMTP option and when it asks for username and password. Input your yahoo email in the Username field, and add the generated password we created in the password field.
email_thirdparty_integration.txt · Last modified: 2020/05/28 20:38 by michaels