Connect your email

Connect your email

Set up your email account

There are two ways to set up email in Zoho CRM:
  1. IMAP 
  2. POP3
IMAP works with most email accounts, and that's the first one method we'll explain in this article. If you have followed all the steps correctly but it's still not working, we invite you to read the second part of the article about how to set it up via POP3.

Set up your email account via IMAP

  1. In Zoho CRM, Go to Setup (gear icon) > Channels > Email > Email Configuration.


  1. In the Email tab, choose one from the Popular Email Services (in this example we are going to choose Gmail).


  1. Click IMAP.


  1. In the Sign-in pop-up, Enter the Email Address and click Next.

  1. Enter the Password and click Allow, to allow Zoho to access your account.
In case you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP configuration and not your regular email password.
  1. Click Continue.
  2. Click the Add link to add more From Addresses, if required.
  3. Choose the Email Sharing Settings.


Set up email account via POP3

There are two options, depending on what type of email account you have:
  1. Set up Zoho email account via POP3
  2. Set up custom email account via POP3

1) Set up Zoho email account via POP3

An important point to note here is that Zoho CRM uses Zoho Mail to get emails and display them within CRM. Therefore, whether you want to configure a Zoho Mail account or a third party email account via POP3, it is mandatory for you to have a Zoho Mail account.

  • If you already have a Zoho Mail account, your existing mailbox will be displayed under the POP3 settings.

  • If you do not already have a Zoho Mail account, you will be prompted to configure an account from inside Zoho CRM. Upon successful configuration, this new mailbox will be added under the POP3 settings.

Once you have a Zoho Mail account, you can add multiple mailboxes (whether Zoho Mail or other services) under POP3 accounts. Note that only one mailbox can be active at a given point of time.

2) Set up custom email account via POP3

  1. Go to Setup > Channels > Email.
  2. Under the Custom Email Integrations section, click POP3.

  1. In the  Add POP3 Account page, enter the following details:
  1. Account Name: Enter a name for the mailbox.
  2. Email address: Enter the email address you wish to configure.
  3. Incoming server: Enter the incoming server of the email. For example, pop.gmail.com (for a Gmail account) or pop.zoho.com (for a Zoho Mail account).
  4. If you are not sure about this detail, check with your system administrator.
  5. Port: Enter the port number. For example, 995.
  6. Select SSL, if required.
  7. Username: Enter the username or email address of the desired account.
  8. Password: Enter the password of the email address configured.
  9. If you have enabled two-factor authentication for the account, you must enter the app specific password and not the regular password.
  10. If required, select the Use the same credentials for the outgoing mail server checkbox.
  11. The outgoing server details will also be populated. If not, provide the outgoing server details.
  12. Delete Message Setting: These settings determine when the emails in the server should be deleted. Select a desired option.