Looking to sync your Microsoft Exchange or Office365 emails with UPilot? If you have 2-factor authentication (2FA) enabled to log in to your email account, you will need to create a UPilot specific password to sync your emails. Creating the app password To create your UPilot specific app password: If you’re using a Microsoft Exchange account, login here: https://mysignins.microsoft.com/security-info Click on “+Add method” From the popup that appears, click on “Choose a method” > Select “App password” > Click “Add” […]
UPilot CRM offers a direct integration with a 2-way sync with your Gmail and automatically shows the emails related to the contact in the CRM. You don’t need to add any BCC to your emails. The incoming emails by the related contact are also shown automatically in the contact view, and in the Radar section. The emails that you send or receive will also be visible in your own Gmail inbox. Integrating your Gmail You can synchronize your Gmail with […]
UPilot CRM offers a direct integration with a 2-way sync with your Email and automatically shows the emails related to the contact in the CRM. The Sync includes the Exchange Server (Office 365 as well as Manual configuration). You will no longer need to add any BCC to your emails to send them to your CRM. The incoming emails by the related contact are also shown automatically in the contact view, and in the Radar section. The emails that you send […]
UPilot CRM offers a direct integration with a 2-way sync with your Email and automatically shows the emails related to the contact in the CRM. The Sync includes a direct sync with SMTP / IMAP (AOL, iCloud Mail, Outlook, Live, Yahoo, etc.). You will no longer need to add any BCC to your emails to send them to your CRM. The incoming emails by the related contact are also shown automatically in the contact view, and in the Radar section. The […]