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Email Integration Communicate Directly from Your CRM

Send and receive emails directly from Tesoro with Gmail and Outlook integration.

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Setting Up Email Integration

Supported Email Providers

  • Gmail: OAuth connection (recommended)
  • Outlook/Office 365: OAuth connection
  • IMAP/SMTP: Any email provider (custom)

Connecting Gmail

  1. Go to Settings > Email Accounts
  2. Click + Connect Gmail
  3. Log in with your Google account
  4. Give Tesoro access to email
  5. Your Gmail is now connected

Connecting Outlook

  1. Go to Settings > Email Accounts
  2. Click + Connect Outlook
  3. Log in with your Microsoft account
  4. Give Tesoro access to email
  5. Your Outlook is now connected

Custom SMTP/IMAP

For other providers:

  1. Go to Settings > Email Accounts > SMTP/IMAP
  2. Fill in:
    • SMTP server
    • SMTP port (usually 587)
    • IMAP server
    • IMAP port (usually 993)
    • Username & password
  3. Test connection
  4. Click Save

Sending Emails from Tesoro

Sending Email to Contact

  1. Open a contact
  2. Click Send Email button
  3. Email compose window opens
  4. Fill in:
    • To: Automatically filled with contact email
    • Subject: Subject line
    • Body: Email content (rich text)
    • Attachments: Add files
  5. Click Send

Using Email Templates

Use templates for quick emails:

  1. Click Templates in compose window
  2. Select a template
  3. Template content is filled in
  4. Adjust if needed
  5. Send

Email Features

  • CC/BCC: Add extra recipients
  • Scheduling: Schedule email for later
  • Read receipts: Track if email is read
  • Attachments: Up to 25MB per email
  • Signatures: Automatic signature

Email History Tracking

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Tracking notes and Activity History

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Tasks and Reminders for Contacts

Stay on track with tasks and reminders linked to your contacts.

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Best Practices for Contact Management

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Frequently Asked Questions

chevron_right Are my emails also synced with Gmail/Outlook?
Yes, emails sent from Tesoro also appear in your Gmail/Outlook 'Sent' folder. Received emails are bi-directionally synced.
chevron_right Can I send bulk emails to multiple contacts?
Yes, select multiple contacts in the list, click Bulk Actions > Send Email. You can use a template with variables for personalization.
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