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:
Now you'll have the following option to select the correct service provider:
NOTE: If you are connecting Office 365 family, Office 365 personal, or Office 365 free accounts please click on "See all providers" and choose "Custom IMAP settings" as shown below.
You can choose your correct provider from the list by clicking on "See all providers", or you have the option to choose custom IMAP settings:
6. To connect via "Custom IMAP settings" click on the option and it will redirect you to the page where you'll need to enter your server information:
If you are an Office 365 user unsure of your server settings, you can find this by signing in to Outlook on the web. Use your Microsoft 365 email address and password.
In the upper-right corner, click on the gear button and select.
Settings > View all Outlook settings.
Select Mail > Sync email. You can find the server settings as shown below:
Once you have entered the correct details click on "Log in" and you'll have successfully connected your email! 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. Feel free to reach out to use the blue chatbot on your bottom right if you have more questions on this :)