Sales CRM - IMAP Email Integration

Andrew K. shared this question ago

Answered

Howdy,

Trying to integrate the IMAP email into my account so that I can see customer responses it worked for approximately 1 second and now I cannot see any of the test responses I use (I am sending to my email not associated with IO in any way). When I respond to the lead, nothing comes up in the CRM tab. I know it says it could take up to an hour to populate the CRM tab but thus far It is not working. I have included a screenshot of my settings in IO. Any help would be much appreciated. I am spinning my wheels here. Also, my email server settings are as follows.

Full Name: Your name (example: John Smith)
Email Address: andy@omgcleveland.com
Password: Your andy@omgcleveland.com password
Account Type: IMAP
Description: IMAP Account
Incoming Mail Server: imap.domain.com
User Name: andy@omgcleveland.com
Outgoing Mail Server: smtp.domain.com
Use only this server: Checked
Use Authentication: Checked
Take account online: Checked

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Comments (1)

IO S. ● 6 years ago

The server checks for new emails (currently) once per hour. Do you have a specific lead where you're expecting to see test emails that aren't there where you can give us the lead ID and forward your test email that isn't showing to support@inflatableoffice.com?

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Andrew K. ● 6 years ago

lead ID 3282915, I will send in emails from Akramer1@uakron.edu. When you look up the lead ID there is 1 logged email response when I sent about 10.

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IO S. ● 6 years ago

Did you delete the emails? We don't import the trash. Thanks.

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Andrew K. ● 6 years ago

Hello,

Let me clarify a few things. I am emailing a quote from my worker email which is andy@omgcleveland.com. I did delete the emails that were not showing on the CRM out of my email box after 2 hours. I am sending the quotes to a completely un-associated account (akramer1@uakron.edu). When I respond, even after waiting the 1 hour period, there is nothing in the CRM tab. Hence, I am contacting you. I will send a new quote with a new response from the akramer1 email right now so we have something fresh to try and track. The lead ID is 3282915. Let me know if you have any luck finding where it goes. Thanks a bunch for you help and patience.

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Andrew K. ● 6 years ago

now for some reason it has defaulted back to using the company email address to send out quotes (sales@ohiomobilegaming.com) I did not initiate this change.

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IO S. ● 6 years ago

I've re-activated your SMTP for your worker account, let me know if sending works properly now. It's possible we turned it off during testing, sorry.

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IO S. ● 6 years ago

I've made a change that should help. Please re-try your test by sending new emails then waiting at least 1 hour.

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Andrew K. ● 6 years ago

It is working now. Thank you so much! I appreciate your help greatly!

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