Sync specific folders in email provider

The main goal of syncing emails just from specific folders is to prevent emails with sensitive information to be synced to FunnelBud and added to Contact record and/or Opportunity.

To do that we need to create subfolders in Outbox and Inbox and sync them into FunnelBud.

If we decide to sync email to Funnelbud we just need to move that email to the relevant subfolder.

Table of content

Gmail

1.Create subfolders in the gmail account which you planning to sync to FunnelBud:



Untitled: Jul 28, 2022 10:01 AM.webm


2.Enable 2FE on your google account

Allow 2-Step Verification

  1. Open your Google Account.

  2. In the navigation panel, select Security.

  3. Under “Signing in to Google,” select 2-Step Verification Get started.

  4. Follow the on-screen steps.


3. Enable IMAP on your GMAIL


Step 1: Check that IMAP is turned on

  1. On your computer, open Gmail.

  2. In the top right, click Settings. See all settings.

  3. Click the Forwarding and POP/IMAP tab.

  4. In the "IMAP access" section, select Enable IMAP.

  5. Click Save Changes.


4. Disable Mail sync in FunnelBud (if you had it connected previously):



Disable mail sync.mp4

5. Get app password from your Google account and use it instead of your account password when you create sync


5. Connect your Gmail account with FunnelBud system (please follow steps below):

Important:

Don't choose google as an option when syncing, use custom instead





IMAP hostname = imap.gmail.com

Port = 993

TLS = yes


SMTP hostname = smtp.gmail.com

Port = 465

TLS = yes

5. After that you can drag and drop emails (that you want to sync to Funnelbud) from Outbox OR Inbox folders into subfolders that we built and emails will be added to Funnelbud during 15 - 45 minutes.

Custom

1.Create subfolders in your email account which you are planning to sync to FunnelBud:



2. Disable Mail sync in FunnelBud (if you had it connected previously):



Disable mail sync.mp4

3. Connect your Email account with FunnelBud system (please follow steps below):

  • You may need to enable IMAP in the settings of your email provider

  • You need to find IMAP and SMTP hostname and port for your email provider

Search in google for:

  • imap hostname and port + (name of your email provider)

example : imap hostname and port yahoo

  • smtp hostname and port + (name of your email provider)


(Example) Result of a search for yahoo :

4. After that you can drag and drop emails (that you want to sync to Funnelbud) from Outbox OR Inbox folders into subfolders that we built and emails will be added to Funnelbud during 15 - 45 minutes.

Office365

  1. Create subfolders which you planning to sync to FunnelBud:


  • In the Office, in the menu on the left find find "folders"

  • Click on it and choose "create new folder"

  • Name it and hit "enter"

  • Your folder will be created



2. Disable Mail sync in FunnelBud (if you had it connected previously):



Disable mail sync.mp4

3. Connect your Office365 account with FunnelBud system (please follow steps below):



Please add subfolders that you created earlier and which you want to sync to FunnelBud under Inbox and Outbox fields




4. After that you can drag and drop emails (that you want to sync to Funnelbud) from Outbox OR Inbox folders into subfolders that we built and emails will be added to Funnelbud during 15 - 45 minutes.

Outlook

  1. Create subfolders (under Outbox and Inbox) which you planning to sync to FunnelBud:



Creating folders in outlook.mp4

2. Disable Mail sync in FunnelBud (if you had it connected previously):



Disable mail sync.mp4

3. Connect your Outlook account with FunnelBud system (please follow steps below):



Please add subfolders that you created earlier and which you want to sync to FunnelBud under Inbox and Outbox fields

4. Please follow additional steps if you are using two-factor authentication in Outlook:



  • Go to the Security basics page (Link) and sign in to your Microsoft account.

  • Select More security options.

  • Under App passwords, select Create a new app password. A new app password is generated and appears on your screen.

  • Enter this app password instead of the original Outlook password (screenshot on the right side).



5. After that you can drag and drop emails (that you want to sync to Funnelbud) from Outbox OR Inbox folders into subfolders that we built and emails will be added to Funnelbud during 15 - 45 minutes.