Email serves as the backbone for sales communication by keeping you on your prospective customers' radar and allowing you to keep current customers in the know.
Salesloft improves your standard email sends with tracking capabilities, templates, and smart tools that will enhance your communication, increase overall efficiency, and make your sales process smarter. But before you start sending, you need to be sure your email account is set up properly.
In this article, you will learn how to connect your Microsoft Outlook account (and other email providers) to Salesloft. This article includes:
- Determine which connection method is most suitable for your email account:
- Microsoft Office365 (Oauth)
- Microsoft EWS
- Another SMTP/IMAP server.
- For Office365 (Oauth), be aware that your Admin might need to configure some settings.
- If Microsoft EWS is not appearing in your list of available email clients, reach out to your team admin. They may need to contact your team's success manager to enable the feature.
- If connecting via SMTP/IMAP, have your server names and port numbers handy (you can get this from your IT department or hosting provider).
Find the instructions for your preferred email account connection method below.
Connect to Microsoft Office365 (Oauth)
Setting up your Office365 connection may involve a little more setup from your Admin. If you run into any issues, please reference how to set up the Available Email Clients.
To connect to your Microsoft Office365 account, follow the instructions below:
1. Open Email Settings: Navigate to your Email Settings by clicking your name, going to Settings, and selecting Email on the left.
2. Select Your Email Client: Select Microsoft Office365 (Oauth) or click the Connect button on the right side of the Microsoft Office365 (Oauth) row.
Figure 1: Email Client selection screen
3. Sign in to Office365: You will be redirected to sign into your Office365 account. Enter the email address you want to connect to Salesloft and hit Next.
Figure 2: Office365 Sign in page
4. Connect Calendar (OPTIONAL): Connect your calendar.
Connect to Microsoft EWS
EWS (Exchange Web Services) is a native API built by Microsoft that allows server/client applications to integrate with Exchange Servers and Office 365. When Salesloft connects to Office365 or an Exchange Server through Microsoft’s EWS API, it provides a rich integration that supports many additional features around Email and Calendars.
To connect to Microsoft Exchange ActiveSync or to Microsoft EWS via a Service Account, follow the instructions below:
1. Open Email Settings: Navigate to your Personal Email Settings by clicking your name, going to Settings, and selecting Email on the left.
2. Open the Email Client Window: Click Edit from the Email Client section.
3. Connect Microsoft Exchange: Select Microsoft Exchange, then hit Connect.
Figure 3: The Email Client window showing Microsoft Exchange
3. Integrate with Salesloft: You will be redirected to the Integrate your email account with Salesloft page. On this page, enter the following:
- Your email address
- Password
- Username
- Hostname
Figure 4: The Salesloft sign in page
4. Log In: Click Log In.
5. Connect Calendar (OPTIONAL): Connect your calendar.
Connect to a SMTP/IMAP Server
To connect to another SMTP/IMAP server, follow the instructions below:
- Open Email Settings: Navigate to your Email Settings by clicking your name, going to Settings, and selecting Email on the left.
- Select SMTP/IMAP Servers.
- Enter SMTP Information: Enter the name of the SMTP server, the SMTP port number, and the name of the IMAP server for your email account. If you don't know your server names or port number, you can get this information from your IT department or hosting company. Things to Note: The most common SMTP port number is 587.
- Verify and Save: Once you've entered all your account information, click Verify and Save SMTP Settings.
- Success: If your account information is correct, you should see a box appear in the right corner of the window indicating that Salesloft is able to successfully connect to your mail server. Make sure you verify both your Incoming and Outgoing settings or else you may encounter errors while using Cadence.
Figure 5: SMTP/IMAP Connection window
Once you connect your email, the Calendar Connection window will appear. You can connect your calendar and enable calendar sync from this window without having to leave the Personal Email Settings page.
Figure 6: Calendar Connection window
Things to Note: The Calendar Connection window does not eliminate the Calendar settings page. If you would prefer to connect your calendar from the Calendar Settings, hit Cancel, then select Calendar from the Personal Settings menu options.If you run into issues or would like to read more about SMTP protocols, visit the
SMTP/IMAP Email Connection article found on our
Email FAQ + Troubleshooting page.
