If you're using Office 365 for your email, please follow these steps:

Email Syncing is managed from Profile > Email (open the Profile menu from the user drop-down menu on the upper right, then select Email).

Click on the Connect Email account button underneath the integrations section.

After you will be asked to select your platform of choice. Select Microsoft Exchange.

Next, enter your details and select connect.

You will enter your email in both the Email field and the Username field.

For Server please use: outlook.office365.com

If this has been done properly you should now see your email, with the status Sync Working.

After syncing, only emails exchanged with your GoCRM contacts in your Office 365 account will be pulled into GoCRM and associated with contacts based on their email addresses.

If your email account does not connect, chances are you may have a two-factor authentication setup. You may need to create an App Password for GoCRM.

Step 1

Goto https://account.microsoft.com/

Step 2

Select Security then click on Advanced Security options.

Step 3

Click on Create App Password

Now you are ready to setup your email signature.

→ Email Signature