How to set up Email Sync (Closed Beta users only)

The Email Sync feature is currently in Closed Beta.The beta testers group is currently closed.

The Email Sync feature pulls all of your incoming and outgoing conversations with your contacts from your connected email address and stores them under the existing contact's timeline in OnePageCRM.

To set this up, follow the guidelines below:

  1. Go to Apps > Integrations (see A).
  2. Click on the Email Sync logo under the Communication Apps category (See B).

  3. Click Install to set up the integration (see C).

  4. In Step 1 of Configuration, enter your email address and click on the Connect button to connect your email account (see D).
  5. Depending on your email client selected in Step 1, you'll need to enter your email account details:
    • Standard email clients including; Gmail / Google Apps mail, Microsoft Outlook.com, Hotmail, Office 365, Yahoo mail and Apple Mail / iCloud will require you to log into your account:
      • Log in with your email addresses' credentials to allow OnePageCRM to access your email info.
      • On the Google Account page, you'll need to click Allow to give permission to OnePageCRM to access your Gmail / Google Apps email account.
    • All the other custom domain / address options will require you to enter some details specific to your IMAP account:
      • On the Nylas page, choose Other as your email provider and click Continue 
      • In the Sign in to your email account form, fill in the following email account details:
            • Email address: the email address of your IMAP account e.g jane.doe@onepagecrm.eu
            • Your email password: the password used to login to your email account.
            • IMAP host: this differs for each email service provider. Set by default to 993. For example: imap.mail.me.com with 993 port.
            • SMTP host: this differs for each email service provider. Set by default to 587
            • Click Sign in.
  6. Your connected email account is displayed under Email account connected section (see E). It may take some time for email account to be synced.
  7. Step 2: Configure Email Privacy section, gives you the option to add email addresses for contacts you never want to store email correspondence in OnePageCRM. For more details on privacy configuration click here.
  8. You can view your email Sync Status to keep an eye on the progress of your sync and also to monitor for errors in your sync.

How to pin Email Sync to the Apps menu

To pin the Email Sync integration to the Apps menu (see G), select the check-box: Pin this application to the Apps menu (see H). 

NOTES
  • ONLY one email address can be connected by a user.
  • Emails are captured ONLY for existing contacts.
  • Only one email address at a time can be added to the List of excluded emails on Configuration page.
  • To find your IMAP settings for Outlook or Apple Mail, please read this support article.
  • If an email account is removed, it will be only disconnected from OnePageCRM but no emails stored in OnePageCRM will be deleted. For more details check out How to remove an email account from OnePageCRM?

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