Adding email account

Hi,

 

I am trying to add an "Other" email account and I am receiving a "SocketException" error. What is the solution that will resolve this issue?

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34 comments
  • Hi Roy,

    I'm sorry to hear that you're having trouble with your email's smtp setup.

    Are you using an Exchange server by chance?

    If you are, you may need to plug in Insightly's IP (contact Insightly or us for this info) into your SMTP setup on your server. This should point emails sent from Insightly back to your server and authorize the email account.

     

    I hope that helps, but if it doesn't, if you could provide a bit more information it will help me to look into this for you:

    • Please send me a full page screenshot of any error you receive, as that will help a lot.

    • Just to double check, please make sure your smtp settings are enabled. If you’re not sure how to do this, please check with your email provider or IT representative.

    • Please note that Insightly does not support aliases. An alias is an additional email address that points to an email account. The alias itself is not an account, it's only an address. When you set up the smtp settings in Insightly, this can only point to an email account, not an email address. So, it's not possible to set up the alias in the smtp settings.

    • If you're using pop or imap, you'll need to locate the smtp settings and enter these for the smtp server field.

    • Insightly only supports your outbound email server, so be sure you haven't entered your inbound email sever settings.

    • Please send us a screenshot of the setup page (User Settings > Email Accounts > Other) with the information filled in.

    This article may help, too.

    If you have any questions or concerns, please let us know.

    Thank you,

    Micah Feldkamp

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  • Micah,

     

    Thanks for the follow up. I have resolved the above issue. It seemed to be a port issue.

     

    I am about ready to scream though. I added the account and can send mail from the CRM to my outside email, but if I try to reply back, the mail never shows up in the CRM Inbox.

    I tried emailing the insightly email address and nothing came in either.

     

    Looking forward to hearing from you,

    Roy

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  • Micah,


    I forgot to include that I am using POP

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  • You're welcome, Roy.

    Quick question... Are you using the Insightly email address that is in you User Settings under the Mailbox tab?

    If you are referring to that email address, please click here to learn more on how to use your Insightly Mailbox Address.

    Thank you,

    Micah Feldkamp

     

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  • As for your "Other" email address, you must use your email server's SMTP not POP settings. What email client (Outlook, Office 365, Gmail, Google Apps for Work, Thunderbird, etc.) are you using to send mail from that address?

    Thank you,

    Micah Feldkamp

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  • I tried to send mail to the email mail address under the mailbox tab - Never received it though.

    I used Outlook (office 365) to try sending the mail to my  Insightly email address.

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  • Have you followed the directions in this link when sending emails to your Insightly Mailbox Address?

    Questions that come to mind about your email address setup....

    Why are you not using the Office 365 integration?

    Is this a company-wide address such as "info@cloudreferrals.com" or "team@cloudreferrals.com"? Is it an alias?

    Have you received any confirmation emails verifying the connection with Insightly?

    Are you using these Office 365 SMTP Settings?

    Thank you,

    Micah Feldkamp

     

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  • Hi there,

     

    Let me clarify

    I am using Outlook 2016 but the subscription is Office 365. We do not get our email provided by Microsoft, it's on our web host.

    The email being used is user@ourdomain.com

    Inside of the user settings (in insightly), it shows that the email address is verified 

     

    I tried forwarding an email into insightly and it never arrived.   Hope this helps.

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  • Hi Roy,

    Are you adding the email address to forward in the BCC field? Can you try the To or CC field?

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  • Hi Nora.

     

    I have tried both. I am starting to get discouraged..

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  • Hi Roy,

    I just want to confirm you're not using the Outlook app but are using Outlook office, correct?

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  • Nora,

     

    Thanks for the reply. 

     

    I am using actual MS Outlook that comes with Microsoft office.

     

    Hope to hear back soon,

    Roy

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  • Hello,

     

    I am wanting to add a subscription if this issue can be resolved.

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  • Hi Roy,

    As it is right now, this cannot be solved by upgrading to a new plan as this feature (SMTP/email forwarding) is included with all Insightly CRM subscriptions and Insightly only supports Outlook 2013. Since you are using Outlook 2016, you will only be able to use the SMTP feature for now. 

    Go to your Email Account Settings and Advanced Internet Email Settings to get the following information:

    Example
     
    Outgoing Mail Server (STMP): mail.insigthly.com OR smtp.insigthly.com
    Email Address: roy@insightly.com
    Username: roy@insightly.com
    Password: *********
    SMTP Port Number: 465
    SSL Required (Y/N): Y
     

    When you look for the SMTP settings and email credentials in the Email Account Settings, you will see the acronym SMTP by each value except the username, email address, and password. Once you have identified your SMTP settings (see above), copy the information into the "Other" email setup page in Insightly. 

    As always if you have any questions or concerns, please let us know. This Insightly Hero is here to help :)

    Thank you,

    Micah Feldkamp

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  • Oh and is the Insightly Mailbox Address working yet?

    Talk soon,

    Micah

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  • Micah,

     

    Thanks for the follow up.

    The insightly box is not working. I am able to send mail out from the CRM, but I am not able to receive mail into insightly.

     

    Thanks again, 

    Roy

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  • You're welcome, Roy.

    Happy to hear your email configuration has been successfully completed! 

    Not sure what they issue could be with the Insightly Mailbox Address... Have you tried forwarding, BCC, or CC an email to Insightly Mailbox Address with another email account?

    Hi Nora :)

    You have any idea what could be wrong with Roy's instance?

    Thank you,

    Micah Feldkamp

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  • So this is odd!

     

    I was looking in the Recent Activity in the dashboard and see where the email was brought in, but it has me as the contact, not the contact that sent me the original email. Also when I click on Email on the left hand side, this is what I see

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  • This is the same email address located in User Settings under the Mailbox tab, correct?

    Thank you,

    Micah Feldkamp

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  • Yep. 

     

     

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  • Hi Roy,

    Check your User Settings> Settings, this might be your issue...

     

    Please click here to learn more on how to use your Insightly Mailbox Address.

    Let us know if this works!

    Thank you,

    Micah Feldkamp

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  • I have updated the settings:



    Then I forwarded an email from a customer. The email came in and was linked to me as the contact, not the customer.  

    Also should mail actually show up under the My Emails tab?

    If so, it did not.

     

    Roy

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  • Roy,

    Would you mind forwarding us the email, so we can take a look and test it on our system?

    Our email address is team@cloudreferrals.com.

    Thank you,

    Micah Feldkamp

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  • Yes, the email should show in the email tab.

    Micah

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  • Sent

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  • Thank you, Roy!

    When we forwarded the email to our Insightly Mailbox address, the email showed in our email tab, created you as a user, linked your contact & my contact record to the email, but Insightly failed to scan the rest of the email addresses in the body and add/link them to Insightly.

    It looks like Insightly only scans the first email header... Nora, Please confirm :)

    Did the email show in your Email tab under Received?

    Thank you,

    Micah Feldkamp

     

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  • No, I have nothing under the received tab.

     

    Would there be any way to have email sent to Team@ourdomain auto imported?  From what I could see, that is not an option.

     

    Thanks,

    Roy

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  • Roy,

    Yes, we can have all emails sent and linked to a record that are sent to team@ourdomain. We can perform this integration using Zapier, creating Tasks from those emails, and linking them to a specific record in Insightly CRM. However, you cannot setup a forwarding rule from your email client to automatically send to your Insightly Mailbox Address.

    I recommend waiting till Nora gets back to us with more information before doing anything else related to your email client and Insightly. 

    Thank you,

    Micah

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  • Sounds good!

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  • Hi Roy and Micah,

    By any chance Roy, do you have a signature within your email? If you're forwarding your email the signature will be reviewed along with the header. Since only the first ten lines are reviewed your Customer's email may not be seen.

    Another option we can test is emailing you, using your Insightly Mailbox and sending the 3 separate test emails in 3 different ways via BCC, To and CC to verify what is and isn't working.

     

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