Connect your email account

With ActiveCampaign, you can connect multiple Gmail, IMAP, or Exchange email accounts to the Deals CRM. Doing so automatically syncs email messages to and from contacts in your ActiveCampaign account.

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 one you used to connect to the Deals CRM. If these two email addresses match, emails will not sync.

How the sync works

When setting up this feature, you can sync emails from all or primary contacts on open deals. By default, connected email accounts sync emails from all contacts. This setting is used for all email messages associated with your connected email address.

If you choose to sync emails from all contacts, all emails for contacts will sync to your account. This includes contacts without a deal and all contacts on any deal of any status.

Once your email account is connected, emails from one year ago and all emails moving forward will sync to your account. These emails will appear in the following places:

• Deal record - Recent Activity Stream and Emails tab
• Contact record - Recent Activity Stream and Emails tab

The Connected Emails page

You can connect your email accounts to Deals on the Connected Emails page. You can find this page by going to Deals > Connected Emails.

After you connect your email account, we'll show the following information:

• Account - your connected email account
• Created - the date you established the connection
• Status - the status of the connected email account
• Sync emails from - choose "Only the primary contact on open deals" or "All contacts"
• Email visibility - choose "Public" or "Private." If you select "Public," anyone can see emails from the connected email account. If you select "Private," only you can see emails from the connected email account
• Sentiment Analysis - Choose "Do not allow" or "Allow." Sentiment analysis captures and presents contact sentiment based on emails received from a contact on an open deal
• Preferred Email Account - Available on Sales Professional and Enterprise plans - Automated 1:1 emails are sent from the email address selected on this page. You can also choose a different email address to send the email from in the "Send a 1:1 email" automation action

Connect your Gmail account

1. Click Deals > Connected Emails.
2. Click the "Connect an email 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 Connected Emails page will reload. Your email address is now connected to your ActiveCampaign account.

Connect your IMAP account

1. Click Deals > Connected Emails.
2. Click the "Connected an email 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 Connected Emails 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 your contact(s). This happens during the initial connection of your email account.

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 > Connected Emails.
2. Click the "Connect an email 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 Connected Emails 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 Customer Experience 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 1:1 emails from an automation.

To set a preferred email address:

1. Click Deals > Connected Emails 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 1:1 email, select %deal_owner_email% as the From email address. This is located in the “Send a 1:1 email” action modal. For more information on this topic, visit How to send 1:1 sales emails with automation.