Guide to Enabling Email Sync for Office365/Outlook/Zoho in ATZ CRM

This guide explains how to enable third-party email sync for Microsoft Office365/Outlook or Zoho email accounts before connecting them to ATZ CRM. This step ensures compatibility with ATZ CRM’s email integration via Nylas.

Enabling Email Sync for Office365/Outlook

1. Access Outlook on the Web

   • Go to Outlook Web and sign in with your Office365/Outlook email address and password.
     
     

2. Open Settings

   • Click the gear icon in the upper-right corner.

   • Select View all Outlook settings from the dropdown menu.
     
     

3. Navigate to Sync Email

   • Click Mail in the settings menu.

   • Select Sync email.
     
     

4. Enable POP/IMAP

   • Scroll down to the POP and IMAP section.

   • Under POP options, select Yes to enable third-party access.

   • Click Save to confirm changes.
     
     

5. Completion

   • Your Office365/Outlook account is now configured for third-party email sync and ready to connect to ATZ CRM.

Enabling Email Sync for Zoho

1. Access Zoho Mail

   • Log in to your Zoho Mail account at Zoho Mail.
     
     

2. Open Settings

   • Click the gear icon in the upper-right corner.
     
     

3. Locate Mail Accounts

   • Scroll down to the Mail Accounts section in the settings menu.

   • Click the IMAP Access link.
     
     

4. Enable IMAP Access

   • Select the Zoho mail account you want to connect to ATZ CRM.

   • In the account settings, click the IMAP tab.

   • Check the IMAP Access box to enable it.
     
     

5. Completion

   • Your Zoho account is now configured for third-party email sync and ready to connect to ATZ CRM.

Next Steps

Once third-party email sync is enabled, connect your Office365/Outlook or Zoho email to ATZ CRM by following the appropriate guide:

• Connecting Outlook/Office365 to ATZ CRM

• Connecting IMAP Email to ATZ CRM (for Zoho)

Ensure your email settings comply with security policies (e.g., SPF, DKIM, DMARC) for seamless integration. Refer to Adhering to Email Protection Policies.

Support

If you encounter issues, contact your email provider’s administrator (Microsoft 365 or Zoho) or ATZ CRM support. Visit ATZ CRM Help Center for additional resources.