Connect your email account to Deals CRM

Deals CRM is available on the following plans:

  • Plus
  • Professional
  • Enterprise

With ActiveCampaign, you can connect multiple Gmail, IMAP, or Exchange email accounts to the Deals CRM. Doing so will automatically pull in future sent and received emails for contacts who have at least one deal with an "Open" status. These emails will be attached to the contact's Deal Record as well as their profile page under their Activity Stream.  

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

In this article:

Connect your Gmail account

  1. Click "Settings" to navigate to the Settings page.
  2. Click "Deals" in the Settings menu.
  3. Click the "Add Account" button.
  4. A modal window will open. Type your email address into the field provided and click the "Sign In" button.
  5. Click the Google account you would like to connect to ActiveCampaign.
  6. Type your password and click "Next."
  7. Review the permissions and click "Allow."

The Settings > Deals page will reload and your email address will be connected to your account:

Connect your IMAP account

  1. Click "Settings" located on the left-side menu.
  2. Click "Deals" located on the left side of your screen.
  3. Click the "Add Account" button.
  4. A modal pop up will appear. Type your email address and click the "Sign In" button.
  5. Type your password into the field provided and click "Sign In."

The Settings > Deals page will reload and your email address will be connected to your account:

All future and sent emails that relate to an open deal for a contact will be shown in their deals stream. Only emails that are “sent to” and “received from” an email address that relates to a contact with an open deal will be added. 

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 "Settings" located on the left-side menu.
  2. Click "Deals" located on the left side of your screen.
  3. Click the "Add Account" button.
  4. A modal pop up will appear. Type your email address and click the "Sign In" button.
  5. Click "Exchange."
  6. Type the password to your Exchange account and click "Sign In."

The Settings > Deals page will reload and your email address will be connected to your account:

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

  • Specify your username
    If your email address is not the same as the username you use to log into Windows, try entering your Windows username by clicking the "Advanced Settings" link in the modal popup and typing your Windows username in the "Exchange username" field:
  • Specify an Exchange Server
    The login can auto-detect most Exchange server names, but sometimes you will need to enter the server details manually. If you have access to Outlook Web App for your email, the server name you see when 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, we recommend reaching out to your Exchange server administrator.
  • Connection issues
    If the details you've entered are correct but the login is failing, it may be due to a connection issue. Make sure that you have not entered a server name that requires VPN access.

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

Privacy

The privacy option located on the Deal settings page allows you to choose if you want other account users to be able to see the emails that are shown for your open deal. If you choose to allow emails to be seen only by yourself, other users will see that an email was sent or received, but they will not see the subject or body of that email.

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