You can connect any mailbox to your Onpipeline account. Email Sync feature is compatible with all major email providers.
Just go to Settings / Email and enter your credentials to connect
- IMAP account (reads emails)
- SMTP account (sends email)
At user level you can configure your “personal email”, if you are an Admin you may add one email account (IMAP+SMTP) for each Team. The system can work only with a team email if you don’t want to use personal emails. Each users in the Team will be able to read and write form the Team’s email. You are always free to use both personal emails and team emails.
You can choose the time from when to retrieve the messages (from today up to 6 months before). Once the system connects to your account (valid credentials) you will be required to choose which folders to sync.
Email providers shouldn’t load folders like calendar, contacts, tasks or notes in IMAP connections as they don’t contain emails. Trying to sync non-email folders could lead to synchronization crashing.
If you unwittingly select an unwanted folder, you can reinitialize the sync or simply deselect those folders from the email section.
The messages within the synced folder will be connected to deals and contacts! If you don’t sync your inbox and sent emails folders, you should manually move your emails to the synced folders in order to see the messages within the crm.
We suggest that you sync at least Inbox and Sent Mail for the system to work as expected (without losing messages in case you forget to move messages to the synced folder). A few SMTP servers do not automatically save sent messages to the Sent Mail folder of your IMAP. In order to solve this Onpipeline, like other email clients, creates a top-level folder named “Sent” in your IMAP, and saves there a copy of the messages sent with Onpipeline.
Note: Please contact Support if you encounter any problems.
This email account is used to send emails from the system. If not configured Onpipeline is not able to send email (write a new message, reply, etc.). Whereas the IMAP configuration checks your credentials automatically, the SMTP includes a separate “Test eMail” function.