How to sync your business email with SharpSpring

For SharpSpring users – view all your email communications sent from your standard email account and from within SharpSpring on a contacts record.

This is a great feature for sales teams as it allows you to view all your communications with a contact in one place.

Step 1: Log in

• Go to the Inspired Marketing website https://inspiredmarketing.co.za/  >> menu at top right
• Click the Login button.

 

 

 

 

 

 

Step 2: Sign in to SharpSpring

• A window will open
• Enter your SharpSpring username and password.

 

 

 

 

 

 

Step 3: Open up settings:

• In SharpSpring >> menu at the top right
• Click the Profile Icon button >> click Settings.

 

 

 

Step 4: Open Mail Sync

• In settings >> left-hand panel
• Click Mail Sync.

 

 

 

 

Step 5: Open Mail Sync

• The welcome to mail sync window will open
• Choose your email provider.

 

 

 

 

 

 

 

Step 6: Adding a custom email account

• If you are not using Google, Office 365 or Outlook, you will have to set up your sync using Custom settings.
• If this is the case make sure you have your email setting available.

 

 

 

 

 

 

 

Step 7: Setting up an online email service

• This example email account sync set-up will use a Google account.
• Click the Sign-Up with Google button, or enter the email account address you are using and the email account password.

 

 

 

 

 

 

 

 

Step 8: Permissions

• You will be taken through permissions approval process.

 

 

 

 

 

 

 

Step 9: Allowing access

• You must then Allow access.

 

 

 

 

 

 

 

 

 

 

 

Step 10: Success!

• A success notice displays.
• If the account does not set up, you will be notified that either the email address or password is incorrect and the sync cannot take place.
• You need to get the correct setting details and go through the process again.

 

 

 

 

 

 

 

• Once the sync has completed emails sent from your standard email account, sent to contacts in your SharpSpring database, will be synced on the platform.
• Only emails sent after the sync process will show up.

Step 11: Life of the Lead

• If you open a contact record that you have emailed from your synced account >> click the “Life of the Lead” tab.
• Click on an email icon >> scroll down and you will see emails you’ve sent out of SharpSpring as well as emails you’ve sent from your synced email account.
• Sync complete.

 

 

 

 

 

 

If you require help, please submit a service ticket for further assistance.

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