Ontraport uses Nylas’ Universal Email API to connect your email inbox to your Ontraport account. When you sync your inbox with Ontraport, you can see emails to and from your contacts in their records.
The next time you reach out, you’ll be able to see a full history of your communications in your contact’s record. This makes it easy to ensure your responses are always relevant and helpful to your contacts.
Email sync settings are available to users with Ontraport Plus level accounts and above.
Table of contents
Create a new email connection
Upgrade your existing email sync setting
Delete an email sync setting
Create a new email connection
You can create new IMAP settings, upgrade or delete existing settings from your IMAP collection.
Here’s how to get there:
- Go to
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→ Administration → Email → Email Sync. - Click
. - Next, add the email address you want to integrate and click
. - Our integration partner, Nylas, determines your email provider from this dropdown, and you’ll be redirected to your provider’s sign in.
- Sign in with your email provider’s login form.
- This example shows a Gmail email:
- Select the mailboxes you want to integrate.
- Once you’re successfully connected, you’ll see your new connection editor.
- These mailboxes are the folders in your email account. Check the folders you want to pull emails from, such as your inbox and “customers” folder.
- Click
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in the top right corner.
Upgrade your existing email sync setting
If you set up an IMAP connection before September 2021, we recommend that you upgrade. This ensures your connection stays up to date with the latest security standards.
- Go to → Administration → Email → Email Sync.
- Click on the email sync connection you want to upgrade.
- A pop-up will appear to confirm that you’d like to update your connection.
- Click
to continue. - Continue from step 3 of the “Create a new email connection” section above.
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the IMAP setting you want to delete.
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to confirm.
