Connect your Email and Calendar

Close connects and sends from your own email server using SMTP and IMAP. By connecting your email account with Close, you can send emails within the app and Close will auto-log any email that appears in your Sent folder -- regardless of how it was sent.

Configuring Your Email Sync

Close will automatically sync all email communication between you and any Contact in Close.

To configure your email sync in Close:

Go to Settings > Integrations > Connected Accounts.

If your email is a Gmail / Google Apps account or a Microsoft account, you can simply authenticate through the walkthrough.

Here's what you'll see for Gmail/Google Apps:

Connecting Your Email (Google Authentication)

Connecting Your Email (Google Authentication)

And here's what you'll see for Microsoft:

Connecting Your Email (Microsoft Authentication)

Connecting Your Email (Microsoft Authentication)

If it’s not a Gmail / Google Apps or Microsoft account, you’ll enter your SMTP/IMAP details by clicking on Custom Configuration as shown below.

Entering Custom SMTP/IMAP Settings

Entering Custom SMTP/IMAP Settings

You can set up multiple email addresses if you’d like to sync messages from another mailbox or have the ability to send from various email addresses. Simply click “Add Email Account” and follow the above steps.

If you don’t have the information on hand -- you’ll want to contact your system administrator.

Save it once you’re done and you’re all set up!

Shared Inbox

Currently, you can't add a shared inbox directly as you would a normal email account, but you can still have all the emails synched in, and you can also send emails in Close from a shared inbox.

To send from a shared inbox

Set up the shared inbox email as an email alias on the connected accounts for any users who want to send from Close as the shared email address. See how here

To sync all emails sent to a shared inbox to Close

If all users receive all emails sent to the shared inbox in their individual inboxes, then you are all set. All you will need is to connect one of their email accounts as outlined above.

If not, you will need to set up automatic forwarding from your shared inbox to your Close secret address. See how here

Updated 17 days ago

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