Company Email Integration Settings
- Alex Skrivseth
- Becca Weber
Summary:
This article explains how to set up your Company Email Integration, which can be found by clicking on System > Settings > Company Integration.
CRM BCC Email
This email address will be added as a BCC to key emails to customers and can be used to track activity and communication with the customer originating from The Shed App in your CRM
The article here explains when the key emails are sent https://theshedapp.atlassian.net/l/c/FJAjS7Eb
Email Provider
Chose Gmail if you have a Gmail account that you would like to link with The Shed App
This is the most straightforward route
Chose SMTP if you have a different email provider
Outlook (Microsoft)
etc.
If you are setting up Outlook (Office 365) SMTP settings, here is a good place to start
Host: smtp-mail.outlook.com
Username: Your Outlook Email Address (e.g. example@outlook.com)
Password: Your Outlook Password
From: Your Outlook Email Address or another email address you would like to use as the reply to address
Port Number: 587
Encryption: TLS
Sending Limits: 300 Emails a day or 100 recipients a day.
Use the Microsoft 365 admin center to enable or disable SMTP AUTH on specific mailboxes
Open the Microsoft 365 admin center and go to Users > Active users.
Select the user, and in the flyout that appears, click Mail.
In the Email apps section, click Manage email apps.
Verify the Authenticated SMTP setting: unchecked = disabled, checked = enabled.
When you're finished, click Save changes.
How to Test if Email Integration is working
Click to Company Email Integration by clicking on System>Settings>Company Information
Click on Test Email
Enter Email address that you would like to receive test email from
Send
Go to entered email address and check Inbox
Note: Check spam folder if the email does not appear in Inbox