Integrating email with Zendesk Sell

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5 Comments

  • Michael Manning
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    We currently have an on prem Exchange server. When we were going through the sales process we were told there were features that the Outlook plugin would only provide if we use O365 hosted Exchange. Is this the case? Based on this article it does not appear to be. Are there limitations integrating Sell with an on prem Exchange environment?

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  • Sophie McMonagle
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    Hi Michael Manning,

    You can integrate Sell with an on-premise Exchange server - I don't know of any specific limitations.  if you are having problems, take a look at our troubleshooting information: https://support.zendesk.com/hc/en-us/articles/360041515413#%E2%80%9C004%E2%80%9D or please raise a support ticket.

    Thanks!

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  • Michael Manning
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    Great! Thank you.

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  • Shaun Millward
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    Does this functionality require IMAP to be enabled or is SMTP enough?

    We have a client who uses Office 365 and I'm struggling to work out how this can work as O365 doesn't have an obvious SMTP / IMAP connection - the connection works using autodiscover and modern authentication. Is there a way to get this working with Office 365? 

    Also ,we're trying to move a client away from some of these older and less secure protocols so ideally would like to not have to re-enable IMAP.

    If it does require IMAP, assumedly this is just needed on an account-by-account basis?

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  • Grzegorz Pogwizd
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    Hi Shaun,

    Thanks for reaching out with this question and I'm happy to clarify.

    Yes, IMAP is currently required as well, in order to integrate your email account with Sell, but as you noted it is on a account-by-account basis (so it can be enabled on the server side just for specific users that need their email integrated in Sell).

    I hope this helps, but in case you have any other questions or concerns please do let me know. Best regards!

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

    Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
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