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.
Integrating your email (Gmail users)
If you have a Gmail account, the process to integrate is very easy.
To integrate your Gmail account
- Click the Settings icon (
), then select 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 5,000 emails from your mailbox (Inbox, Sent, Archived and other default and custom folders).
Integrating your email (Office 365 users)
If you have an Office 365 account, the process to integrate is very easy.
To integrate your Office 365 account
- Click the Settings icon (
), then select Communication Channels > Email.
- Click Sign in with Microsoft. Select Accept 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 (other users)
If you have an email account with any other email provider, follow these steps.
To integrate your email account
- Click the Settings icon (
), then select 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. Complete all these fields so that Sell can connect to your email server.
- 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.
- 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.
8 Comments
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?
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!
Great! Thank you.
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?
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
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
Hi, I'm trying to determine how best to put in a general "customercare@x.com" email, in addition to individual emails for team members? So rep1 can access both rep1@x.com email, and customercare@x.com, how can they get both into Sell? Rep2 has rep2@x.com and also will field questions from customercare, and may be assigned those by mgr1@x.com as that person is managing the team.
What's the best way to integrate these emails per user and also have the incoming general account integrated?
Thanks!
Charlie
Following up on Shaun's Comment. We are restricted from using legacy Authentication protocols necessary to support SMTP and IMAP with Exchange Online (office 365). Is there any support for modern auth integration with Exchange online and the sell email component, perhaps on a future roadmap?
While I understand that this restriction is self enforced by our org. The nature of the user population using this app are of much higher risk because sales peoples contact information is often more publicly available. As such enabling the protocol for these users often results in immediate warning and alerts about failed login attempts using the legacy protocols as threat actors attempt to bruteforce the accounts.
I would be very grateful if SELL would prioritize a modern integration experience with exchange online.
Hey there Charlie!
Unfortunately, it doesn't appear to be possible to add a general email at this time, there is only the option to add individual emails for your team members.
@Austin
I've been informed we now do support modern Authentication, and this should have been accessible as of a few months ago.
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