The Sell email integration allows you to sync your existing email account to Sell, and gives you greater visibility into your sales process. Other benefits include, for example:
- Never missing a conversation with a prospect
- Knowing when your prospect opens, clicks and replies to emails in real-time
- Saves you time by auto-populating personalized emails
This article covers the following topics:
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Connecting your Microsoft Office 365 email
The process for connecting your Microsoft Office 365 email account with Sell is different depending on whether you have an existing connection or are connecting your Microsoft Office 365 email account to Sell for the first time. Everyone connecting their Microsoft Office 365 email account to Sell must follow these instructions.
Existing connections to Sell - Use basic authentication to connect your Microsoft Office 365 email account to Sell.
New connections to Sell - Use OAuth token-based authorization to connect your Microsoft email account to Sell (by default).
- Users can enable multi-factor authentication in Microsoft Office 365 without any impact on their email connection
- Users can change their password in Microsoft Office 365 without any impact on their email connection, because Sell is authorized using tokens instead of passwords.
To update your existing email connection with Sell from basic authentication to OAuth token-based authorization
- Sign in to Sell.
- Sign in to Microsoft Office 365 on the same web browser you used to sign in to Sell.
- Click the following link to create a private token and to sign in as per the standard OAuth2 flow. https://app.futuresimple.com/apis/oauth2_connector/api/v1/oauth2/office365_mailman/authorize.json?reconnect=true
Your email connection from Microsoft Office 365 to Sell is now updated to a multi-factor connection.
To connect your Microsoft email account to Sell for the first time
- On the Sell sidebar, click Settings (
), then click Communication Channels > Email. - Click Sign in with Microsoft.
- If you've never signed in to your Microsoft account from your current browser or session, enter your Microsoft email address (your primary email address must be the same as your username) and your password, then click Sign in.
- At the next prompt, select the email account you want to use with Sell.
- Click Accept to grant Sell permission to have offline access.
The synchronization process starts and the following page displays:
- If you have previously signed in to your Microsoft account from the browser and your session is still stored, click Sign in with Microsoft.
- Enter your username and password (your primary email address must be the same as your username for Zendesk Sell to integrate).
- Select the account you want to use to connect. You've now completed the first layer of authorization. Now, a similar account screen will appear again. Select the same account you previously selected.
- Once again, click Accept to grant Sell permission to have offline access.
The synchronization process starts and the Communication Center page is displayed again.
Connecting your Google email (Gmail users)
Connecting your email accounts to Sell is easy.
To connect your Gmail account
- On the Sell sidebar, click Settings (), then click Communication Channels > Email.
- Click Sign in with Google. Select Allow to grant Zendesk Sell
permission to have offline access.
The synchronization process starts.
Depending on the size of your inbox, the initial sync with Sell can take some time. You'll receive an email notification when your inbox sync completes. The initial sync will retrieve up to 1,500 emails from your mailbox, (Inbox, Sent, Archived and other default and custom folders).
Connecting your email (other users)
If you have an email account with any other email provider, follow these steps.
To connect your email account
- On the Sell sidebar, click Settings (), then click Communication Channels > Email.
- Enter your email address and password.
- Click Connect. If you have an Exchange server or email under your own domain, you are prompted to enter your SMTP server, SMTP port, IMAP server, and IMAP port settings. For information about finding your SMTP and IMAP settings, see Email troubleshooting: SMTP and IMAP Settings. Complete all of the fields so Sell can connect to your email server.
- If prompted, enter the SMTP server, SMTP port, IMAP server, and IMAP port, and
click Connect. This information typically takes the following form:
Protocol Server Name Port Encryption Method IMAP4 imap.yourdomain.com 993 SSL SMTP smtp.yourdomain.com 465 SSL If you're unsure of this information, check with your email service provider to confirm the details.
Your email servers must have a valid, third-party SSL certificate installed (or TLS). Sell requires this to preserve the security of your data, and we will not be able to connect to your email server using unsecured servers or ports.
- The synchronization process starts.
Depending on the size of your inbox, the initial sync with Sell can take some time. You'll receive an email notification when your inbox sync completes. The initial sync will retrieve up to 1,500 emails from your mailbox (Inbox, Sent, Archived and other default and custom folders).
Troubleshooting email integration issues
If you are having trouble with integrating your email, see Troubleshooting email integration errors.