Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using IMAP.

What is IMAP and POP3? (YouTube video)

This article overs:

• Reasons to connect your email with IMAP
• How to connect your email with IMAP
• How to find your email server's IMAP and SMTP information

Reasons to connect your email

• Send emails from within Upsales to save time
• Track recipient actions such as opens and clicks
• See your sent emails inside Upsales and in your Sent Items folder

How to connect your email with IMAP

This only works when you don't already have Gmail or Office 365 activated

1. Either click the + sign → Email, or click an email address in Upsales:
   
   
   
   
2. Click connect Other (IMAP):
   
3. Accept the terms & conditions
4. Enter the email address and password used to log into your email account
5. Add your email SMTP host and email servers port (see below for examples)
6. Click Save

Example of the information you will need from your email service:

Using two-factor authentication? You'll need to create a password to use with Upsales. This is called a "third party app password". Your email client will have instructions for setting this up (for example here's Apple's guide to creating an app-specific password) 

How to find your email server's IMAP and SMTP information

Your IT team should be able to provide your email server's IMAP and SMTP information. Otherwise try these guides:

• IMAP account settings for Outlook for Mac
• IMAP account settings for Outlook for PC