You can connect LeadSimple with your Gmail, Outlook, or any other email provider's account. This will allow you to send emails to leads and have those emails imported into that lead's record in LeadSimple without having to send emails to that lead's tracked email address.

Note that you must send emails to the same email address that's listed in the lead's contact information in order for it to import into LeadSimple.

Here are the Email Providers that LeadSimple supports:

AOL	GoDaddy Mail	Soverin
Bluehost	iCloud	Tiliq
Comcast	imap	Verizon
EWS	Mail.com	Yahoo
fastmail	Mail.ru	Yandex
GandiMail	Nylas	Zimbra
Gmail	Outlook	Zoho

Why it's Important to Connect Your Email

Connecting your email allows you to:

Send your manual and automatic emails directly from your connected email account. They will show up in your sent folder and will be sent directly from Google/Microsoft or your other email provider’s servers.

Have any replies and any emails you send directly from your email provider to a specific contact sync directly back into LeadSimple to be tracked on the contact, lead, and processes.

Pick up right where you left off with a lead or owner/tenant

Keep the whole team on the same page and be able to locate, review, and print all communication with an owner or tenant in minutes

Utilize LeadSimple Inbox to track and handle incoming emails as a team

Note that LeadSimple does not send your emails from our servers but rather communicates with your email provider. The emails will go out directly from your email provider as if you sent them from there.

Also note that we undergo a rigorous security audit from Google every year in order to connect to their direct email integration.

Please click from the options below to expand further instructions:

Connecting Your Direct Email

First, go to your profile page by clicking your name in the top left.

Scroll down to Direct email and click the plus sign icon.

Enter your email and click "Connect".

A new window will pop up on your browser where you can log in to your email account and follow the instructions from there. (Note: You'll need to check all the boxes on the permissions section to allow LeadSimple to connect fully with your email provider).

There you go! Once your email account is connected, all emails that have already been sent to leads in LeadSimple using your email client will be imported into the system and will appear in each lead's activity.

Note:

If connecting with Exchange and you get "Incorrect Password" when you type your email password, you need an app-specific password for LeadSimple. Contact the admin on your email account or your IT department to get that password.
If you receive an error when trying to connect your email - simply log out of LeadSimple and log back in - and then you’ll be able to connect your email.

Connecting Your Shared Email

The instructions shown above show you how to connect your direct email and can apply to shared inboxes too, however, there are a few differences. For additional information on shared inboxes, you can reference this help article.

Connecting your email with IMAP and SMTP?

When connecting your email you may be asked to provide IMAP and SMTP information if you're using Email Hosting.

If you do not know that information, we've provided the typical host addresses and port numbers for the most common email providers below:

Bluehost
Find information on setting up the Bluehost email here.
Cloudways
Reach out to Cloudways for the credentials.
Gmail
IMAP host: imap.gmail.com
IMAP port: 993
SMTP host: smtp.gmail.com
SMTP port: 587
iCloud
IMAP host: imap.mail.me.com
IMAP port: 993
SMTP host: smtp.mail.me.com
SMTP port: 587
Outlook.com
IMAP host: outlook.office365.com
IMAP port: 993
SMTP host: smtp.office365.com
SMTP port: 587
Rackspace
Inbound mail port: 993, secure.emailsrvr.com
Outbound mail port: 587, secure.emailsrvr.com
(This information is listed on the support dashboard in Rackspace)
Yahoo!
IMAP host: imap.mail.yahoo.com
IMAP port: 993
SMTP host: smtp.mail.yahoo.com
SMTP port: 587 or 465
Zoho
Incoming server: IMAP with SSL port 993
Outgoing server: SMTP port 587

If your provider is not listed here — or if you use an email provider specific to your company — we suggest reaching out to your System Administrator for the IMAP and SMTP information required to sync your email to LeadSimple.

If you try this and still are having trouble, reach out to support@leadsimple.com or use the chat-box in the bottom right corner and we'll help you out.

The instructions shown above show you how to connect your direct email and can apply to shared inboxes too, however, there are a few differences. For additional information on shared inboxes, you can reference this help article.

Possible Errors When Connecting Your Email

Connected your email but can't send emails? Check out this article on common email errors and how to fix them.

Getting a warning that your email is already connected to LeadSimple? You may get a warning that your email is already connected to LeadSimple. In that case, the email may be on another user's profile or may be already connected as a shared email in your Company Settings.

If you use Rackspace as your email host: If you receive an error that states that you email has already been connected, please reach out to Rackspace Support to troubleshoot the issue.