Email Sync

  • Read more about using Email Sync here.

How to set up email sync:

  • Open a new incognito window in your browser
  • Log into SharpSpring (email sync can only be configured for the user you are logged in as)
  • Email Sync can be configured here
        • follow instructions to set up email sync for Gmail here
        • follow instructions to set up email sync for Microsoft Exchange here
        • follow instructions to set up email sync for Office 365 here
        • follow instructions to set up email sync for Outlook here
  • Once the set up is complete you will see the following icon next to your user profile (link to user settings)

Special Use-Cases:

What if our organization only wants to sync specific emails, instead of all emails?

Handling this is rather simple. Create a folder in your Inbox and Sent Items called "Incoming/Outgoing Synced Emails" (or whatever name you prefer). Then, when setting up Email Sync using the standard, select these folders instead of your Inbox and Sent Items. From there, you can simply move any emails that you want to sync into one of these two folders.

What do we do if we have 2 Factor Authentication set up in Office 365?

If you are using Two-Factor authentication, then you will need to generate an app-specific password within the Office365 settings. You would then need to use this password to configure the Mail Sync in SharpSpring, rather than the standard password that you would usually use to access that email address account. This is in accordance with how two-factor authentication works and is something that is commonly required for any 2fa authentication setup. You can read Microsoft's article on how to do that here:

https://support.office.com/en-us/article/set-up-2-step-verification-for-office-365-ace1d096-61e5-449b-a875-58eb3d74de14

FAQ:

Which emails will be synced?

  • Emails will only sync if there is lead already within the system, the email syncing tool will not sync any emails that do not already have contacts in SharpSpring. Email syncing will also only pull historical emails once upon the first email sync connection.
  • SharpSpring will only sync the two folders you specify when setting it up - one for incoming and one for outgoing email. If the same email is moved into, out of and then back into one of the synced folder, it will still only appear once in the Life of the Lead.
  • SharpSpring does not sync internal emails by default - this can be turned off in your Company Profile
  • SharpSpring can blacklist emails to prevent them from being synced. You can specify an entire email domain or specific email addresses to be blacklisted under Settings > User Email Settings > Email Blacklist


What is the date on Synced emails?

  • The date in the Life of the Lead will be the date that the email was delivered / received.


How often are emails synced?

SharpSpring checks for new emails roughly every 5 minutes, however it can take 24-72 hours to sync under certain extreme cases.


What data does SharpSpring access within your email account?

  • SharpSpring only sees data from your Inbox and Outbox (or whichever two folders you specify for incoming or outgoing emails), it doesn’t scan any other folders.
  • SharpSpring will only look at the metadata of emails in these folders, but can only see the content of the email if the contact is in SharpSpring.


How does SharpSpring store your email password?

Passwords are stored in an encrypted form in SharpSpring's database, which cannot be used without the encryption keys. This is the industry standard method of storing any type of passwords. SharpSpring also handles passwords entirely within their own system, no third party processors are involved in the handling of password information.


What do the error messages mean?

Cannot authenticate to IMAP server: AUTHENTICATE failed

      • Either the login name or the password you have entered is incorrect.

Cannot authenticate to IMAP server: [ALERT] Invalid credentials (Failure)

      • The error appears to be a way for Google Apps to protect against:
          • Robots or automated scripts
          • Stopping and halting abnormal bandwidth utilization (upload and download)
          • Abusing account activity (such as using Google Apps as a storage space drive)
          • Transferring another mail account to Google Apps
          • Incorrect password inputs

Cannot authenticate to IMAP server: [ALERT] Please log in via your web browser

The following errors may be due to the server configuration options that you are using. Contact your administrator for more details.

      • Cannot authenticate to IMAP server: [AUTHENTICATIONFAILED] Authentication failed
      • Cannot authenticate to IMAP server: [AUTHENTICATIONFAILED] Invalid credentials (Failure)
      • Cannot authenticate to IMAP server: [CLOSED] IMAP connection broken (authenticate)
      • [CLOSED] IMAP connection broken (server response)

Written By: Sam Koekemoer