Help Center

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Email Integration

Managing your business opportunities takes time, so being able to send and receive emails directly in your lead management software is a must to streamline your sales process. What's the solution? Using the powerful 2-way email feature noCRM has to offer.

Once you have integrated your mailbox with your noCRM account you no longer need to use the Bcc feature to attach emails to your leads, it’s done automatically!

nocrm's 2-way email


How to connect your inbox to your noCRM account

Every user of the account will have to connect their inbox (Google, Outlook, Yahoo*, Thunderbird...).

To do so, simply click on the ✉️ tab and follow the instructions below.

⚠️ The same email address can't be connected to 2 different noCRM accounts and you can only connect 1 inbox to every user account. If you use multiple email addresses to communicate with your leads, choose to sync with the one you use the most and use the @bcc system for the others.

Once the connection is done, every sales rep can start sending and receiving e-mails inside noCRM, to/from both prospects and leads!

⚠️ If you wish to reply to your prospects or leads directly from your usual inbox and the answers to be automatically attached to the matching leads inside noCRM, you can, but only with the Dream Team edition.


Connect to a Gmail account

Connecting to Gmail is extremely simple. Here a video to show you how to proceed:


Connect to a Microsoft Exchange account

Connecting to Microsoft Exchange is extremely simple. Simply follow the steps explained in your noCRM account. You may have to choose between 2 protocols to connect: EAS (Exchange Active Sync) or EWS. We recommend you to choose EWS for a faster, more reliable, and more performant data synchronization with noCRM. EAS can be enforced by the admin of the account.

If you need help, please contact our support team at support@youdontneedacrm.com.


Connect to Office 365

Connecting to Office 365 is relatively easy. Follow the instructions inside your account. For IMAP & SMTP information, please check this document

Also, you may have to choose between 2 protocols to connect: EAS (Exchange Active Sync) or EWS. We recommend you to choose EWS for a faster, more reliable, and more performant data synchronization with noCRM. EAS can be enforced by the admin of the account.

If you need help, please contact our support team at support@youdontneedacrm.com.


Connect to a OVH account

Connecting to an OVH account is relatively easy. Please choose the option "other", follow the steps. Then you'll be prompted to enter IMAP & SMTP information. You can find that information here

OVH


Connect to a Yahoo! Mail account

When entering your yahoo email address, you'll be taken to your yahoo login page. Prior to this, you will need to create an app password on Yahoo to enable the integration on their side.


Connect to other email providers

To connect to other email providers not listed above, please choose the option "other", follow the steps. If it doesn't work, you can choose the "advanced connection form" available at the bottom of the integration page inside noCRM.

If you still need help, please contact us at support@youdontneedacrm.com.


How to unlink your mailbox

To unlink your mailbox, go to the "More"(...) tab > Tools > Connection > Email integration, and easily revoke the email integration.


Other features related to email integration

Once the email integration is set up, you'll have access to:

noCRM pipeline

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