Connecting an external email service provider to your CRM via SMTP allows you to extend the functionality of your email system. This process ensures that you can continue using your preferred provider while maintaining integration with your CRM. Below are the steps to configure and set up SMTP using the “Other” option for email services.
Connecting SMTP #
To integrate an SMTP email service with your account, follow these steps:
Navigate to Email Services #
Access the Settings area within your account, and locate the Email Services section. From there, click on the Add Service button to begin the SMTP connection process.
Selecting the “Other” SMTP Provider #
If you are using an email provider outside of the options presented in the SMTP Provider dropdown, select the Other option.
Configuring the SMTP Settings #
Once the “Other” option is selected, you will need to enter the following details:
- Provider Name: Assign a name to the provider for your reference.
- SMTP Server: Retrieve the SMTP server information from your email provider.
- SMTP Port Number: Enter the appropriate port number used by your email provider.
- Username: Optionally, provide the email address associated with your SMTP account.
- Email: Enter the email address that will be used for sending emails.
- Password: Enter the password associated with your SMTP account. Note that certain providers, such as Zoho, may require an application-specific password for successful connection.
Saving the Settings #
After entering the required information, ensure that you save the changes. Once saved, your SMTP service provider will be successfully connected to your CRM, allowing you to send emails via the external provider.
By following these steps, you can easily configure an external SMTP email service provider within your CRM. Ensure that all settings are saved and tested to guarantee smooth email delivery.
Frequently Asked Questions #
When should I use the “Other” SMTP option? #
Use the “Other” option when your email provider is not listed in the SMTP Provider dropdown, allowing you to connect a custom SMTP service.
What information do I need to connect an SMTP service? #
You will need the Provider Name, SMTP Server, SMTP Port Number, Username (optional), sending Email address, and Password from your email provider.
Why might my SMTP connection fail with my password? #
Certain providers, such as Zoho, may require an application-specific password rather than your standard account password for a successful connection.
Where do I add an SMTP email service in my account? #
Go to Settings, locate the Email Services section, and click the Add Service button to begin the SMTP connection process.
How can I make sure email delivery works after connecting? #
Ensure all settings are saved and test the connection by sending an email to confirm smooth delivery via the external provider.
