Connect your email account to Deals CRM

Available on Plus, Professional, and Enterprise plans.

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 any previous emails you have for the primary contact on an open deal. This happens during the initial connection of your email account. If you create a new deal for a new contact, this feature will sync emails moving forward. 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."
  4. Click "Exchange."
  5. Type the 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 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.
    Preferred_email_account_dropdown.jpg
  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. 
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