Connect your email

Connect your own mailbox in Settings > Accounts. Email you send and receive then shows on the contacts and companies it involves, and you can send email from Spodus.

Before you start

• Owners and admins can always connect accounts. Other members need a role with the Sync Account action. See Roles and permissions.
• For a mailbox other than Google or Microsoft, have your mail server's IMAP and SMTP details and password ready.

Things to know

• Google connects Gmail and Google Calendar with one sign-in. Microsoft connects Outlook mail and calendar with one sign-in.
• Other email (IMAP) connects any mailbox with IMAP and SMTP.
• The options you see depend on your workspace. If none are available, the page says "Connecting email and calendar isn’t available in this workspace yet."
• Mail from your Blocked senders is never imported. See Block senders.

Connect a mailbox

1. Click your picture at the right end of the page bar, then Settings.
2. Under Personal, click Accounts.
3. If you already have an account connected, click Add account.
4. Choose Google, Microsoft or Other email (IMAP).
5. For Google or Microsoft, sign in and allow access. You come back to Spodus when it's done.
6. For IMAP, fill in Name, Email address, and the IMAP configuration and SMTP configuration sections. Click Save. Spodus tests each server first, which can take up to 20 seconds.

Under Connected accounts, each account shows Mail, Calendar or both. An account that needs attention also shows a status, such as Importing, Sync failed or Not synced.

If a Google or Microsoft sign-in expires, click the account and then Reconnect.

Choose folders

1. In Settings > Accounts, click the account.
2. Under Email, in Import, choose Everything or Some folders.
3. For Some folders, turn on the folders you want. Use Toggle all folders to switch them all at once.

Changes save as you make them.

Choose what your team sees

In the same panel, under Visibility, choose:

• Shared: subject, body and attachments are shared with your team.
• Metadata only: only that an email happened, and when and with whom.
• Private: nothing is shared, not even that the email exists.

A newly connected mailbox starts on Metadata only.

Remove a mailbox

1. Click the account, then Remove account.
2. Confirm with Remove account.

Its synced emails and events are deleted from Spodus. Your mailbox and calendar aren't touched.

Related

• Send an email
• Emails on a record
• Connect your calendar
• Block senders