To improve the email service performance within the app, Recruit CRM has partnered with Nylas.com to make it more robust.
To connect your Outlook/Office365 email to send/receive emails from within Recruit CRM, please follow the steps below:
You'll get an option to Connect the email account. Click on the "Connect" button to proceed
Enter your email that you wish to connect to Recruit CRM
It will redirect you to the respective Nylas login page:
Note: If it is an Office365 email, the system will automatically redirect you to the Microsoft/Office365 website. You just need to enter your password and allow permissions and you'll be good to go 👍
Allow all the permissions and hit "continue" to confirm your permissions
Once the account is verified, your email will be connected to Recruit CRM.
In certain instances, when you are not the Admin of your Microsoft/ Office365 account you will get the following message:
As you are connecting your email through Nylas for the first time, it requires permission from the Admin of your Microsoft/ Office365 account to access the mailbox.
In this case, you’ll need to contact one of your Microsoft/ Office365 administrators (anyone with an admin email id) and ask them to connect their email to Recruit CRM once and allow relevant permissions and access. Once this is done other users under the same domain/ account can connect their email to Recruit CRM.
Please Note: If you are using any one of the following types of Microsoft office 365 accounts:
Office 365 family
Office 365 personal
Office 365 free
As they are with a private group you will need to connect via the "Custom IMAP settings" option. For this click on "Select a different provider" option on first log in page:
The following article will help you connect via IMAP settings: Connecting IMAP Email to Recruit CRM
It will take up to 2-3 hours for your initial folders to sync with Recruit CRM and it may take up to 24 hours for your older emails to sync completely.
This is just a one-time activity when you connect your email to Recruit CRM using Nylas for the first time.