In this article:

  • Enabling Gmail IMAP Settings

  • Connecting Gmail to FDCS

  • Connecting Outlook to FDCS

  • Connecting Custom Mail Server(IMAP) to FDCS


Read Email Sync Overview.

 

If you are a CSM, request your Admins to configure this feature and provide you access. Once access is granted, follow these steps to configure Email Sync.

 

Enabling Gmail IMAP settings

If you are using Gmail as your inbox, then to sync it with Freshsuccess, enable IMAP on Gmail. To enable these settings, follow these steps:

 

In a browser tab, log in to your Gmail account.

 

  1. Click on Settings → See all settings.


  1. Click on the Forwarding and POP/IMAP tab.

  1. Under the IMAP Access section, click on the Enable IMAP radio button.

  2. Click on Save Changes.

  3. Congratulations! Your IMAP settings have been enabled, and you can begin the sync process in Freshsuccess.

 

Connecting your Gmail to Freshsuccess and syncing via Google Authentication 

Sync your Google account with Freshsuccess by using Google's secure authentication process by following these steps:

  1. Sign in to your Freshsuccess instance.

  2. Click on your Profile icon in the top-right corner and select Profile settings.



 

  1. Click on Connect your Gmail account button under the Email tab. 

 

Note: This button will be seen only once the email server has been enabled/configured by the admin. Only then will the CSM, on navigating to Profile settings will, see the Email tab along with the button corresponding to the email server that the Admin configured.

  1. Click on Save. 

  1. Select the account associated with your Freshsuccess instance.

  1. Click Allow. 

Note: Though permissions for reading, composing, sending, and deleting emails are requested, Freshsuccess only uses the read permission. In the next release, this is being fixed and only the read permission will be explicitly requested.

  1. If the Gmail mailbox connection is successful, then you should see a ‘Connected’ icon below the email address as shown below.

 

Else, an error message will be displayed. Click on Retry to validate the mailbox again. Failing which, click on Reauthorize to go through the process again.

 

Syncing Outlook with Freshsuccess

Sync your Outlook account with Freshsuccess by following these steps:

 

  1. Sign in to your Freshsuccess instance.

  2. Click on your Profile icon in the top-right corner and select Profile settings.

  1. Click on the Connect your Outlook account button under the Email tab.

Note: This button will be seen only once the email server has been enabled/configured by the admin. Only then will the CSM, on navigating to My settings will, see the Email sync tab along with the button corresponding to the email server that the Admin configured.

  1. Click on Save. 

  1. Select the email account associated with your Freshsuccess instance and click Accept.

  1. Congratulations! Your mailbox is now connected.  


If there were issues during mailbox validation or integration, then a failure indicator along with Retry, Reauthorize, and Remove options are displayed. Reauthorize will re-trigger the above flow.


Syncing Custom Mail Server (IMAP) with Freshsuccess

Sync your own custom email server with Freshsuccess by following these steps:


  1. Sign in to your Freshsuccess instance.

  2. Click on your Profile icon in the top-right corner and select Profile settings.

  1. Click on Connect your mail account button under the Email tab.


Note: This button will be seen only once the email server has been enabled/configured by the Admin. Only then will the CSM, on navigating to My settings will, see the Email Sync tab along with the button corresponding to the email server that the Admin configured.

  1. In the sliding window, enter the password of the linked email address and click Connect. 


  1. If the mailbox connection is successful, then you should see a ‘Connected’ icon as shown below. 


If there’s an error connecting to the mailbox, an error message will be shown.