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.
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.
Connecting Your Email (Google Authentication Offscreen)
If it’s not a Gmail / Google Apps or Microsoft account, you’ll enter your SMTP/IMAP details by clicking on manually configure as shown below.
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!
Updated 3 months ago