Linking your Email address with FreeAgent CRM allows you to organize your email communications more efficiently in one single place.
It will also enable you to keep track of all the sent and received emails from the 'Activity' section on your Contacts app.
This tutorial will cover the following topics:
- Get to Pair Email Settings
- Pair with Google
- Pair with Office 365
- Pair with Exchange
- Pair Other Email
- Success Email Pairing
- Unpair Email
Get to Pair Email Settings
To get started, click your portrait picture and then click 'Settings' (1). Then click 'Pair Email' (2) under Email and Calendar sync, in the left-hand side menu.
Here you are given the option to pair with either Gmail, Office 365, Exchange, and IMAP based servers. The easiest way to know which option is right for you is to select the option that corresponds to your current method to check your email.
Pair with Google
This will take you to the Gmail sign-in process. Just enter the email address you would like to link to FreeAgent CRM, then click next.
Enter the password for your email account and click next one more time.
You will then see the list of necessary permissions to link your account. Once you click 'Allow' your email will be connected to FreeAgent CRM.
Pair with Office 365
Click on 'Pair with Office 365'; this will take you to the Outlook sign-in process.
Just enter the email address you would like to link to FreeAgent CRM, then click next. Enter the password for your email account and click next. You will then see the list of necessary permissions to link your account.
If you agree, then click 'Yes.'
Remember that you can change the permissions at any time in your Outlook account settings.
Pair with Exchange
Click on 'Pair with Exchange'; this will open up a modal window, where you will need to input your email address, your username, your password and finally the Email Server URL. Once you have entered all the required information click the 'Connect' button.
Pair Other Email (IMAP)
Click on 'Pair Other Email'; this will display the IMAP Account Settings form.
Under the Personal Information section, enter your email address, username* and password.
*For most accounts, the username is the email address.
On the Server Information section, add the incoming and outgoing servers. The ports are defaulted but can be overwritten by clicking 'Override Default Port'.
Below you will find some of the most used servers. If you are unsure about your email account details, contact your IT department or check your email settings.
Incoming Mail (IMAP) Server Outgoing Mail (SMTP) Server
Server - imap.mail.yahoo.com Server - smtp.mail.yahoo.com
Port - 993 Port - 465 or 587
Requires SSL - Yes Requires SSL - Yes
Requires authentication - Yes
IMAP Server (Incoming Messages) SMTP Server (Outgoing Messages)
Server - imap-mail.outlook.com Server - smtp-mail.outlook.com
Port - 993 Port - 587
Click 'Connect' to save your account settings.
Successful Email Pairing
You will know that your email was paired correctly when you see the below image, showing the status as 'Connected'.
Congratulations! Your email is now paired with FreeAgent CRM!
Unpair your Email
To unpair, just click the 'Unpair' button located at the bottom of the screen.
You will be prompted to confirm the process, by clicking the 'unpair' button. Once you do your email address will be unpaired from FreeAgent CRM. Please note that all the emails that have already been associated with your Contacts won't be deleted when the email is unpaired. Only the emails received from that point forward are not going to be available.
Woohoo! Now you’re ready to pair a different Email address.