Within Teamwork CRM, you can connect
an email account to manage emails
directly from your site.
Click your profile icon in
the top right of your site and
select Settings from
the dropdown menu.
In the settings area, select
the Email
sync tab from the
left navigation pane and click the
green Connect button.
You can also connect an account via
the main Mail area of your site.
A pop-up modal will open where you
will need to select your relevant
email provider:
- IMAP
- Gmail📝 A Google Workspace business account is required for the Gmail sync.
- Exchange
Once you select a provider, you can
enter your corresponding email client
credentials and
click Submit.
- Note: If you
have multi-factor
authentication (such as
two-factor authentication)
enabled on your email client,
you will need to create an app
password in order to
successfully connect it to
Teamwork CRM. You can follow
Microsoft's instructions for
setting up a new app password here.
You can then
customize your mail sync
preferences. The options
available will depend on your
selected provider. In addition
to the types of emails you
choose to sync, you can also
set a sync period.
Once you complete
the setup, your email account
will be listed in the Email
sync area of your site
settings.
Notes
- Each user can connect one
email account with their
Teamwork CRM account at a
time.
- The
selected
inbox will
be private
to you,
but any
emails
connected
to leads
or
opportunities
will be
visible to
other
users on
the
individual
lead/opportunity
page.
Email signature
Once you have an email account
connected to Teamwork CRM, you will
see an additional email signature
option in the Email sync area.
When you have a signature set, it
will appear at the end of all replies
you compose in Teamwork CRM.
If you also have a signature set in
your original mail client, that
signature will appear for emails sent
from your mail client.
Updating your sync
settings
You can access and update your sync
preferences for your connected email
account by clicking the three dots to
the right of the account details and
selecting Change sync
settings.
The sync options available to you
will depend on the email provider you
have selected.
Disconnecting your email
account
To disconnect the current email
account associated with your site,
click the three dots to the right
of the account details and
select Disconnect
email.
You will be presented with a
confirmation modal to proceed with
disconnecting the account.
Note: When you
disconnect your email
account, it will no
longer sync with
Teamwork CRM. The main
Mail area and email
section of your site
settings will be
blank, with all
previously synced
emails removed. This
includes removing any
connected emails from
all deal
timelines.
For more information, see: Working with
the Mail Area