Email Setup & Integration

IntelliSales CRM supports three email providers for bidirectional email sync. Configure these from Settings → Integrations or from the Email Settings page within the Inbox.

Supported Providers

Gmail (OAuth 2.0)

1. Click Connect Gmail
2. Sign in with your Google account
3. Grant calendar and email permissions
4. Connection is established automatically

Supports both personal and shared mailboxes.

Microsoft 365 (OAuth 2.0)

1. Click Connect Microsoft
2. Sign in with your Microsoft account
3. Grant the required permissions
4. Connection is established automatically

Supports both personal and shared mailboxes.

IMAP/SMTP (Manual Configuration)

For other email providers (Yahoo, custom domains, etc.):

Setting	Description	Example
Email	Your email address	user@company.com
Display Name	Name shown on outgoing emails	John Smith
IMAP Host	Incoming mail server	imap.company.com
IMAP Port	Incoming port	993
IMAP SSL	Enable SSL encryption	Yes
SMTP Host	Outgoing mail server	smtp.company.com
SMTP Port	Outgoing port	587
SMTP STARTTLS	Enable STARTTLS	Yes
Password	Account password or app password	*********
Shared Account	Shared mailbox toggle	No

tip

Click Test Connection before saving to verify your IMAP/SMTP settings are correct.

Custom SMTP — Test Email Button

The Custom SMTP configuration page now exposes a Send Test Email button — enter a recipient and the system sends a one-line test message through the configured SMTP credentials. The response surfaces the SMTP server's actual error (auth failed, host unreachable, wrong port, TLS mismatch, etc.) so you can troubleshoot without tailing application logs.

The From address picker on every outbound action (workflow send_email, form send_email, and direct email composer) now shows each configured sender account with its From address visible, so the right "From:" header lands without guessing.

Email Signatures

Each user can configure their own email signature:

1. Go to Email Settings (from the Inbox page)
2. Scroll to Email Signature
3. Use the rich text editor to format your signature
4. Supports: bold, italic, underline, links, images, colors, font sizes

Signatures are automatically appended to all outgoing emails.

Sync Behavior

• Inbound emails are synced automatically on a schedule
• Outbound emails sent from the CRM are tracked
• Manual sync can be triggered by clicking the sync button on the account
• Last synced timestamp is shown per account

Managing Accounts

From Email Settings:

• View all connected accounts
• Sync — Trigger manual sync
• Disconnect — Remove email account (emails already synced are retained)

warning

Disconnecting an email account does not delete previously synced emails. They remain accessible in the CRM.