Connect your email

Connect your mailbox and you can email clients straight from Agiled, with every message you send and receive showing on the client's record. Your whole team sees the conversation, not just whoever's inbox it landed in. Mailboxes are in Settings › Mailboxes.

Before you startCopy Anchor Link

• Choose how far back to bring in your existing emails. Backfill days sets how many days of older email Agiled brings in when you connect, from 1 to 365. Start small, such as 30, and add more later if you need it.
• Use the mailbox clients should see your emails come from.

Connect Gmail or OutlookCopy Anchor Link

1. Open Settings › Mailboxes.
2. Under Connect with OAuth, set Backfill days.
3. Select Connect Gmail or Connect Outlook.
4. Sign in to Google or Microsoft with the mailbox you want and allow access.

You're done when the mailbox shows under Connected Mailboxes and your recent emails with a client appear on their contact record.

If you're signed in to several Google or Microsoft accounts, check which one you pick before allowing access.

Connect another email providerCopy Anchor Link

For other providers, such as your web host's email, enter its server settings. Your web or IT person, or your email provider's help pages, can give you these. IMAP is the setting Agiled uses to read your email; SMTP is the one it uses to send.

1. Open Settings › Mailboxes and find Connect with IMAP/SMTP.
2. Enter the Email address and the Display name clients should see.
3. Enter the IMAP host, IMAP port (usually 993), IMAP username, and IMAP password.
4. Enter the SMTP host, SMTP port (usually 587), SMTP username, and SMTP password.
5. Select Connect IMAP.

If your provider uses app passwords (a separate password just for other apps), create one there and use it instead of your normal password.

Manage a connected mailboxCopy Anchor Link

• Sync now checks for new email straight away.
• Backfill brings in older email, using the Backfill days you set.
• Disconnect stops sending and syncing through that mailbox. Emails already on client records stay there.

Good to knowCopy Anchor Link

• Emails not showing on a client? The client's contact record needs the same email address the messages were sent to or from.
• Sign-in blocked by your company? Your Google Workspace or Microsoft 365 admin may need to allow Agiled.
• IMAP connects but sending fails (or the other way round)? Check that half's host, port, and password.
• It stopped syncing after a password change? Disconnect and connect it again.

RelatedCopy Anchor Link

• Email and Slack delivery
• Contacts