Connect your email account to Deals CRM

With ActiveCampaign, you can connect multiple Gmail, IMAP, or Exchange email accounts to the Deals CRM. Doing so will automatically sync emails to and from the primary contact on an Open deal in your ActiveCampaign account. These emails will be attached to the contact's Deal Record and their profile page under their Activity Stream. This feature will not sync emails to and from the secondary contact on a deal.

We recommend connecting your email accounts to the Deals CRM to keep your communication with contacts consolidated and organized.

Take note

If you wish to test this connection when setup is complete, you need to use a test contact with an email address different from the email address you used to connect to the Deals CRM. If these two email addresses match, emails will not sync.

Connect your Gmail account

1. Click Deals > Deal Settings on the left menu.
2. In the Email Accounts section, click the "Add Account" button.
3. A modal window will appear. Type your email address into the field provided and click the "Sign In" button.
4. Click the Google account you would like to connect to ActiveCampaign.
5. Type your password and click "Next."
6. Review the permissions and click "Allow."

The Deal Settings page will reload. Your email address is now connected to your ActiveCampaign account.

Connect your IMAP account

1. Click Deals > Deal Settings on the left menu.
2. In the Email Accounts section, click the "Add Account" button.
3. A modal window will appear. Type your email address and click the "Sign In" button.
4. Type your password and click "Sign In."

The Deal Settings page will reload. Your email address is now connected to your ActiveCampaign account.

Once connected, we attempt to sync your previous emails for the primary contact on an open deal. This happens during the initial connection of your email account. This feature will sync emails moving forward if you create a new deal for a new contact. These emails will appear in the contact's Deals stream.

Connect your Exchange account

If you have two-factor authentication enabled on your account, you'll need to generate an app password. Use Microsoft's instructions to learn how.

1. Click Deals > Deal Settings on the left menu.
2. In the Email Accounts section, click the "Add Account" button.
3. A modal window will appear. Type your email address and click the "Sign In" button.
4. Click "Exchange."
5. Type your password and click "Sign In."

The Deal Settings page will reload. Your email address is now connected to your ActiveCampaign account.

If you see an error message while trying to connect, try one of the following:

• Specify your username: If your email address is different from the username you use to log into Windows, try entering your Windows username. To do so, click the "Advanced Settings" link in the modal popup and type your Windows username in the "Exchange username" field
• Specify an Exchange Server: The login can auto-detect most Exchange server names, but you sometimes need to enter the server details manually. If you have access to Outlook Web App for your email, the server name you see while logged in is the correct Exchange server name. If you are not sure what information you should enter to connect your Exchange account to ActiveCampaign, please reach out to your Exchange server administrator
• Connection issues: If the details you've entered are correct, but the login fails, it may be a connection issue. Make sure that you have not entered a server name that requires VPN access

If you're still experiencing issues connecting your Exchange account with your Deals CRM, please get in touch with our Support team with a detailed description of the problem.

Preferred Email Account

Available on Sales Professional and Enterprise plans.

The Preferred Email Account is the default From email address that appears on all outgoing one-to-one emails sent from an automation.

To set a preferred email address:

1. Click Deals > Deal Settings on the left menu.
2. Connect your email account using one of the options outlined above.
3. Click the "Preferred Email Account" dropdown.
   
   
   
   
4. Click the email address you want to use as the default From email address.

We will automatically save your selection.

To use the preferred account in an outgoing one-to-one email, select %deal_owner_email% as the From email address. This is located in the “Send a one-to-one email” action modal. For more information on this topic, visit How to send one-to-one sales emails with automation.

Privacy

On the Deals Settings page is a privacy option that you can set for each connected email account. Here you can choose the following:

• Anyone can see emails from this address > Allow or Do Not Allow: Select if you want other account users to see emails associated with your open deal or not
• Only I can see emails from this address: Other users can see if an email for your deal was sent or received. They cannot see the subject line or content of the email