The Sell email integration allows you to sync your existing email account to Sell, and gives you greater visibility into your sales process. Other benefits include, for example:
- Never missing a conversation with a prospect
- Knowing when your prospect opens, clicks and replies to emails in real-time
- Saves you time by auto-populating personalized emails
This article covers the following topics:
Related articles:
Connecting your Microsoft Office 365 email
The process for connecting your Microsoft Office 365 email account with Sell is different depending on whether you have an existing connection or are connecting your Microsoft Office 365 email account to Sell for the first time. Everyone connecting their Microsoft Office 365 email account to Sell must follow these instructions.
Existing connections to Sell- Use basic authentication to connect your Microsoft Office 365 email account to Sell.
New connections to Sell- Use OAuth token-based authorization to connect your Microsoft email account to Sell (by default).
- Users can enable multi-factor authentication in Microsoft Office 365 without any impact on their email connection
- Users can change their password in Microsoft Office 365 without any impact on their email connection, because Sell is authorized using tokens instead of passwords.
To update your existing email connection with Sell from basic authentication to OAuth token-based authorization
- Sign in to Sell.
- Sign in to Microsoft Office 365 on the same web browser you used to sign in to Sell.
- Click the following link to create a private token and to sign in as per the standard OAuth2 flow.https://app.futuresimple.com/apis/oauth2_connector/api/v1/oauth2/office365_mailman/authorize.json?reconnect=true
Your email connection from Microsoft Office 365 to Sell is now updated to a multi-factor connection.
To connect your Microsoft email account to Sell for the first time
- On the Sell sidebar, clickSettings(
), then clickCommunication Channels > Email． - ClickSign in with Microsoft．
- SelectAcceptto grant Zendesk Sell permission to have offline access.
The synchronization process starts.
Connecting your Google email (Gmail users)
Connecting your email accounts to Sell is easy.
To connect your Gmail account
- On the Sell sidebar, clickSettings(), then clickCommunication Channels > Email．
- ClickSign in with Google．SelectAllowto grant Zendesk Sell permission to have offline access.
The synchronization process starts.
Depending on the size of your inbox, the initial sync with Sell can take some time. You'll receive an email notification when your inbox sync completes. The initial sync will retrieve up to 5,000 emails from your mailbox, (Inbox, Sent, Archived and other default and custom folders).
Connecting your email (other users)
If you have an email account with any other email provider, follow these steps.
To connect your email account
- On the Sell sidebar, clickSettings(), then clickCommunication Channels > Email．
- Enter your email address and password.
- ClickConnect．If you have an Exchange server or email under your own domain, you are prompted to enter your SMTP server, SMTP port, IMAP server, and IMAP port settings. For information about finding your SMTP and IMAP settings, seeEmail troubleshooting: SMTP and IMAP Settings．Complete all of the fields so Sell can connect to your email server.
- If prompted, enter the SMTP server, SMTP port, IMAP server, and IMAP port, and clickConnect．This information typically takes the following form:
Protocol Server Name Port Encryption Method IMAP4 imap.yourdomain.com 993 SSL SMTP smtp.yourdomain.com 465 SSL If you're unsure of this information, check with your email service provider to confirm the details.
Your email servers must have a valid, third-party SSL certificate installed (or TLS). Sell requires this to preserve the security of your data, and we will not be able to connect to your email server using unsecured servers or ports.
- The synchronization process starts.
Depending on the size of your inbox, the initial sync with Sell can take some time. You'll receive an email notification when your inbox sync completes. The initial sync will retrieve up to 1,500 emails from your mailbox (Inbox, Sent, Archived and other default and custom folders).
Troubleshooting email integration issues
If you are having trouble with integrating your email, seeTroubleshooting email integration errors．
10 Comments
@...Is it possible and if so what are the downsides to using one Gmail email account for all users? So effectively you have one email account shared across 3 sales people? Each logs into the same email account once they are inside of zendesk sell?
Hi William!
If you integrate the same email for multiple users, you will not be able to know who sent which email, and therefore will not be able to get accurate reporting on email activity by user. As well, fields like "days since last communication" will not be user-specific. As well, you may run into email send-out issues if your server has a daily send limit. Finally, it may be inconvenient that another user may open an email not intended for them, marking it read. Integrating the same email for multiple users is not something we recommend or directly support, but you are more than welcome to give it a shot and let us know if you have any questions!
Nate Brown
Customer Advocate | Zendesk Sell CRM
Visit ourSupport Center——电子邮件我们support@zendesk.com- Call us at +1 888 670 4887 Mon-Fri 8am-5pm PT
Why would there not be an option to have a primary email address for an entire team? This is a basic functionality of your Support product but there does not seem to be any logical reason you can not provide this in Sell as well. Most teams use individual email accounts for both internal and external communication. We would want complete visibility into any customer communications across an entire team and not just on an individual account level. The functionality of email in Sell seems to be designed solely for very small businesses and not enterprise level which should definitely be discussed and disclosed more both in your admin training and sales pitches.
Hi Jeremy,
Appreciate your feedback. While Sell does not have the option to have a primary email for an entire team at this time, we do have the ability to provide that complete visibility into any customer communications across an entire team. Check out the article on how to set up global email visibility in Sellhere．
I also encourage you to post this product enhancement request in our Communityhereso that if others share your desire, we can track those signals and prioritize the product development accordingly.
-Marie Laurenza
Product Solutions Manager, Zendesk
Hi
Is it possible to allow one sales rep to send email on behalf of another sales rep? In our setup i have a sales doing the initial cold calling and if the conversation ends with "please send us an email" i want that rep to send it from the email account of the sales rep that will do the follow-up.
Is that possible?
Hi,
It’s not possible to send an email on someone else’s behalf directly from Sell. However, in your setup, you might want to check out ouremail sequencesand Zapier. One way could be to:
- Instruct the first rep to reassign a lead ownership to the sales person who will be doing the followups and then update this lead’s status in Sell.
- Set up a zap in Zapier where every time this lead status is set for a lead, then automatically a sequences of email followups is started. You can there set this sequence to be sent on behalf of the lead owner (seeManaging leads in sequences via API and Zapier).
Note:
Sequences are available inReach add-on．如果你不’t have Reach, you can activate its trial in Sell’sSettings > Lead Sequences．
As it appears that the integration between Gsuite and Sell is handled over APIs is there such an integration in the plans for Exchange online (365)?
说话坦率地出售有没有upda的计划te the email channel integration (away from legacy protocols, and perhaps with a more limited scope)? This is debatably the most valuable component of the sell platform. For an org like mine my largest concern is scoping the email that the sell platform has access to. The nature of our business means that our sell resources may receive regulated data. understandably we cant have unrestricted access to our employee and potentially client data in a third party platform; and this is what is preventing us from fully utilizing this feature. Is there any consideration of this within the product?
Would be great to see multi-email support soon
I have the same question asAustin Ayersabove. Looking for a more modern authentication method.
Hi Mandy,
I'd recommend creating aCommunity post分别与帮助你的用例more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature.
Pleasesign into leave a comment.