Connect your own mailbox to Salefy over IMAP and SMTP, read and send mail in the app, and link messages to your contacts and companies.
Salefy works with your existing mailbox. You connect it once in your profile, and Salefy copies your inbox and sent mail every 15 minutes. Each person connects their own mailboxes. Nobody else sees them.
Connect a mailbox
Open Profile Settings from the menu under your name, then the Email Accounts tab.
Click Add Email Account.
Pick Connect Gmail or Other IMAP.
Fill in the form. For Gmail, the server fields are filled in for you.
Click Test Connection. When it succeeds, click Save.
Gmail needs a 16-character App Password, not your regular password. Create one in your Google Account under Security → App Passwords (the dialog links there), then paste it into App Password (16 characters). Your Google Account needs 2-Step Verification to create App Passwords.
Enter your Gmail address in Username / Email. The Sent Folder Name is preset to [Gmail]/Sent Mail.
What gets synced
- The first sync copies the last six months of your Inbox and your sent folder. Later syncs fetch only new messages.
- Syncing runs every 15 minutes for active mailboxes. To sync right away, click Sync next to the mailbox in Email Accounts.
- To pause a mailbox, click its Active badge. It changes to Inactive and stops syncing. Click it again to resume.
- Delete removes the mailbox from Salefy together with all its synced emails. Nothing is deleted on your mail server.
Automatic linking to the CRM
For each synced message, Salefy compares the From, To and Cc addresses with the email addresses of your contacts and companies. When an address matches, the message is linked to that contact or company. Bcc addresses are never used. Keep the email fields of your contacts and companies filled in so this works.
Read and send mail
Open E-mails in the sidebar. If you have no mailbox yet, the page links to your profile.
- Switch mailbox: use the account selector at the top left.
- Folders: Inbox and Sent.
- Filter: All mail or Unread. Opening a message marks it as read.
- Read: click a message in the list to show it on the right.
- New message: click Compose, fill in To, CC, Subject and Message, and click Send. The mail goes out through the selected mailbox's SMTP server and appears under Sent.
- Reply and Forward: use the icons above an open message.
- Move to trash: hides the message in Salefy. It stays on your mail server.
Some icons above a message, such as Archive, Move to junk, Snooze and Reply all, have no function yet.