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
- Go to Settings > Email Accounts
- Click + Connect Gmail
- Log in with your Google account
- Give Tesoro access to email
- Your Gmail is now connected
Connecting Outlook
- Go to Settings > Email Accounts
- Click + Connect Outlook
- Log in with your Microsoft account
- Give Tesoro access to email
- Your Outlook is now connected
Custom SMTP/IMAP
For other providers:
- Go to Settings > Email Accounts > SMTP/IMAP
- Fill in:
- SMTP server
- SMTP port (usually 587)
- IMAP server
- IMAP port (usually 993)
- Username & password
- Test connection
- Click Save
Sending Emails from Tesoro
Sending Email to Contact
- Open a contact
- Click Send Email button
- Email compose window opens
- Fill in:
- To: Automatically filled with contact email
- Subject: Subject line
- Body: Email content (rich text)
- Attachments: Add files
- Click Send
Using Email Templates
Use templates for quick emails:
- Click Templates in compose window
- Select a template
- Template content is filled in
- Adjust if needed
- 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
Frequently Asked Questions
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.
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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