To automatically synchronize your customer emails to Salesforce, you need to connect your email account to Thrive for Email. You can do this by connecting your Gmail account, or by connecting Office365, MS Exchange, or any other mail server through IMAP.
To connect your Gmail account, all you need to do is authorize access after clicking the "Google" button on the email connect page. After clicking the button, follow the steps Google provides and authorize access to your email account by clicking "Authorize". That's it!
Users with Office365 can connect through our IMAP integration. We automatically fill in the server details, so you only have to insert your password and you are good to go.
To connect Microsoft Exhange, you will also need the IMAP integration. If you do not know your IMAP server settings, you can ask your system administrator, or retrieve them yourself by logging in on your webmail. Through the following steps:
- Sign in to Outlook on the web
- On the navigation bar, select Settings
- Select Mail
- In the left pane, under Options, select Mail > Accounts > POP and IMAP
- The IMAP server name as well as other settings you may need to enter are listed on the POP and IMAP settings page under IMAP setting.
If you are using another kind of email provider, then our IMAP connection is also the way to go. Ask your IT or system administrator for the details and after choosing Other on the email connection page, simply fill out the form and you should be setup.