Email Ops

Connect IMAP Email to ATZ CRM

Connect non-standard email providers, Office 365 personal accounts, or Zoho-style mailboxes to ATZ CRM using custom IMAP settings through Nylas.

Quick Answer

To connect IMAP email to ATZ CRM, open Email Settings, choose connect email accounts, select your provider or Custom IMAP Settings, enter IMAP server host, port, credentials, and login. After verification, your mailbox syncs into ATZ CRM.

Custom IMAP settings let you connect non-standard email providers to ATZ CRM through Nylas.

Quick Answer

Open Email Settings, choose Custom IMAP Settings, enter host, port, email credentials, and login. After verification, your mailbox syncs into ATZ CRM.

Step 1: Open Email Settings

Go to Email Settings and select the option to connect email accounts.

You can connect up to two email accounts as an add-on. If one email is connected, it becomes the default sender automatically.

IMAP email account settings in ATZ CRM

Step 2: Select Provider or Custom IMAP

Choose your email provider from the list or click See all providers.

For non-standard providers or Office 365 Family, Personal, or Free accounts, choose Custom IMAP settings.

See all providers for email connection

Custom IMAP settings option

Step 3: Enter IMAP Server Settings

Enter server information such as IMAP host, port, and credentials.

For Office 365, you can find server settings in Outlook on the web:

  1. Sign in to Outlook on the web.
  2. Open settings.
  3. Select View all Outlook settings.
  4. Go to Mail > Sync email.
  5. Review IMAP settings, such as imap-mail.outlook.com, port 993.

Enter IMAP server settings

Step 4: Log In

Enter the correct details and click Log in.

IMAP login connection

Step 5: Access Your Mailbox

After verification, your mailbox appears in ATZ CRM and mirrors your provider mailbox.

Initial folder sync may take 2 to 3 hours, and older emails may take up to 24 hours.

IMAP mailbox synced in ATZ CRM

Find Outlook Port Settings

For Outlook on the web, open Settings > View all Outlook settings > Mail > Sync email.

Typical settings include:

  • IMAP server: imap-mail.outlook.com
  • IMAP port: 993
  • Security: SSL/TLS
  • SMTP server: smtp-mail.outlook.com
  • SMTP port: 587
  • Security: STARTTLS

Outlook sync email settings

Troubleshooting

Login Fails

Check host, port, password, app password requirements, and whether IMAP access is enabled.

Zoho or Outlook Does Not Sync

Enable third-party sync first: Enable email sync for Outlook and Zoho.

Mailbox Is Missing Older Emails

Allow up to 24 hours for older mail to complete syncing.

FAQs

Can IMAP be used for Zoho?

Yes, if IMAP access is enabled in Zoho Mail settings.

Can I switch between IMAP and Gmail accounts?

Yes, if multiple mailboxes are connected to your ATZ CRM account.

Does IMAP still need email policy compliance?

Yes. Sender domain authentication and unsubscribe practices still matter.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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