Integrating email with Zendesk Sell

With Sell email integration, you can sync your existing email account to Sell. This gives you great visibility into your sales process:

• Never miss a conversation with a prospect
• Know when your prospect opens, clicks and replies to emails in real-time
• Save time by auto-populating personalized emails

You need admin rights to integrate your email with Sell.

This article contains the following topics:

• Integrating your email (Gmail users)
• Integrating your email (non-Gmail users)
• Troubleshooting email integration issues
• Next steps with your Sell email

Integrating your email (Gmail users)

If you have a Gmail account, the process to integrate is very easy.

To integrate your Gmail account

1. Click the Settings icon (), then select Tools > Email.
2. 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 5,000 emails from your mailbox (Inbox, Sent, Archived and other default and custom folders).

Integrating your email (non-Gmail users)

If you have an email account with any non-Gmail email provider, follow these steps.

To integrate your non-Gmail account

1. Click the Settings icon (), then select Tools > Email.
2. Enter your email address and password.
3. 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. Complete all these fields so that Sell can connect to your email server.

   Note: If you are using multi-factor authentication in Office 365, you'll need to set up an app-specific password to use with Zendesk Sell.
4. If prompted, enter the SMTP server, SMTP port, IMAP server, and IMAP port, and click Connect.
   Traditionally, this information 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.

5. 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

In case of issues with integrating your email, see the email troubleshooting guide.

Next steps with your Sell email

These articles provide information about what you can do next with email in Sell:

• Sharing email conversations with your team
• Sending bulk emails
• Managing your emails in Communication Center
• Using email templates
• Checking that my email recipient has opened my email