Connect SMTP/IMAP email accounts

Beta This feature is currently in BETA

Keep all communication organized in one place. Connect your email account via SMTP/IMAP to OnePageCRM's Email sync and manage messages with contacts directly in the CRM.


Email sync for SMTP/IMAP is available on the Business plan. Upgrade here.


In this article:

SMTP vs. IMAP
Connect your SMTP/IMAP email account


SMTP vs. IMAP

SMTP (Simple Mail Transfer Protocol) - Send emails from your email client to the recipient’s server. It handles outgoing messages but does not manage your inbox.


IMAP (Internet Message Access Protocol) - Receives and manages emails. It keeps everything synced across all your devices.


Together, SMTP and IMAP allow you to send, receive, and manage your emails in applications like OnePageCRM.



Connect your SMTP/IMAP email account

Jump up to Article's Overview ⮝
1
Click on your User/Profile iconApps and Integration → under Communication Apps select Email.

Apps and Integrations | Communication Apps | Email


2
Under the Configuration tab, select Connect.

Email sync | Configuration settings page | Connect button at the bottom


3
Select SMTP/IMAP Connection from the provided options → Next.

Email sync | Connect your email client | SMTP/IMAP Connection


4
Choose your connection type → click on Connect.

Email sync | Choose your connection type


5
Under User Identity, add your email address associated with the email account you want to connect → click on Next


6
Under Outgoing SMTP Server, add the details provided by your email client → click on Connect.


💡 Port must be one of: 25, 465, 587, 2525

💡 Should you encounter an error message when trying to connect your server, please see here.

If you selected the Send and Save manually option, the connection is now complete.


7
Under Incoming IMAP Server, add the details → click on Connect.


💡 Port must be one of: 143, 993

💡 Should you encounter an error message when trying to connect your server, please see here.


8
Select the folders to sync → click on Save & Close.

Once connected, you can adjust which folders are synced from your email account by selecting the Gear icon.

Email sync | IMAP/SMTP connected | Reconfigure the synced folders by selecting the Gear icon

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