email sync

Beta: Integrate your email client with OnePageCRM

Note: This is a Beta feature available for selected users. If you would like to join the Beta testing group, please get in touch at support@onepagecrm.com

 

Introducing an awesome new feature that will allow you to automatically store all contact emails in OnePageCRM via email sync. This includes both sent and received emails from your contacts within the CRM.

How it works?

The integration is really smart. We will only pull emails to and from contacts you already have in OnePageCRM. You do not want to share your private emails with your colleagues, right? If however, you receive an email from a new prospect you can easily create a new contact in OnePageCRM, using our Bcc Email Dropbox feature.

Enabling Email Sync

At the moment, OnePageCRM connects to Gmail or Google Apps email accounts as well as Hotmail, Outlook.com and any IMAP account ( e.g Yahoo, Apple iCloud or your business domain email account configured on your email client e.g. Outlook). However, if your email account is on an Exchange Server you might ask your IT administrator if it’s IMAP support is enabled – if yes, you can use it without any problems.

Remember that if you want to see other team members’ correspondence with a contact they will have to enable the integration on their accounts. Without it, only your correspondence will be visible in OnePageCRM. Note that for privacy reasons we do not pull correspondence sent / received prior to the moment you enabled the integration.

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Greg Micyk
Greg Micyk
Digital native but born as Generation X. Worked for large IT enterprises like ACER and ASUS now enjoys smaller but far more dynamic enviroment of OnePageCRM. Love discovering new apps for SMBs and connecting them in small (and big) EcoSystems.

9 Comments

  1. Avatar Surera Ward says:

    Looking forward to Outlook 365 integration… :)

  2. Avatar alison says:

    hi, just new with Onepage and on the free trial and so far awesome – i was playing around with One page this afternoon and thinking how good if i can get contact emails into the system and bingo receive this post! Can we try this integration while on trial?
    cheers alison
    ps we are in the construction industry and many of our emails have attachments; plans etc – will these come across??

  3. Avatar Konrad Allitt says:

    When I click on apps, instead of Add/Remove apps I get "apps and integrations" and later no mention of email integration. Just the email dropbox.

  4. Avatar Devin says:

    Hello,

    Can we set enterprise email as primary email client?

    It’s very very slow to open onepagecrm.com in China, could you guys solve that?

    Thanks
    Devin

  5. Avatar István Lengyel says:

    The first comment is from 2014, and it’s now 2019 and I still don’t find this feature in the main suite. Is there a reason for that?

    • Carmel Granahan Carmel Granahan says:

      Hi István, sure, since the original Beta program, we rebuilt the integration using a different platform Nylas. If you’d like to test out the new integration (currently in beta) please drop us an email to support@onepagecrm.com. Please note, this integration is subject to change at any time and when it is released it’ll be part of a premium pricing plan. ^Carmel

    • Carmel Granahan Carmel Granahan says:

      Hi Istvan, thanks for checking in! Sorry about any confusion here with this blog post. A full email sync can be complex. When we initially released this post, we had built the integration with one particular service provider. However, since then we have completely rebuilt it using another provider Nylas. When it is released it’ll be part of a premium plan (these details need to be confirmed). If you’d like more details you can check them out here: https://help.onepagecrm.com/article/289-how-to-set-up-email-sync or drop us an email – support@onepagecrm.com.

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