Zoho CRM: IMAP Setup Instructions
What is IMAP and why do we need it?
IMAP is an email protocol via which your email account is integrated in Zoho CRM. It provides various benefits, the best of which is that it enables multiple device sync. That is, your email activity syncs across your PC, laptop, mobile phone, tablet etc. Zoho CRM lets you choose among popular IMAP integrations or configure custom email integration. You can access the emails you and other users send to leads and contacts from their CRM record page.
To add one of the IMAP accounts
- In Zoho CRM, Go to Setup > Channels > Email > Email Configuration.
- In the Email tab, choose one from the Popular Email Services.
- Click IMAP.
- In the Sign-in pop-up, Enter the Email Address and click Next.
- Using your company credentials
(Only Click Create Account if you do not already have a company email address)
- Enter the Password and click Allow, to allow Zoho to access your account.
In case you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP configuration and not your regular email password (click the link for instructions on generating an App-Specific Password – scroll to find your provider). - Click Continue.
- Click Server Details to view the incoming and outgoing server settings. – This should automatically populate based on popular email providers - Gmail, Outlook (if this doesn’t let me know).
- Choose the Email Sharing Settings – You will want to choose public or custom record sharing but not private:
- Public is recommended – this will allow all users to see emails associated with leads/contacts in the CRM – if the email address is not in the CRM, the emails will not be visible.
- If you choose Custom – only include domains that you would want excluded such as your company domain. This ensure that all internal emails are private in case you have internal employee contact records in your system.
- After configuring the IMAP account, you will get a confirmation email when the existing emails are synchronized.
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