Connect email account

Connecting your email account to LeadPilot is an essential part of utilizing all the features of the service. We've created a guide to make it easier for you if you're stuck.

General Steps to Link Your Email Account:

1. Go to your account on LeadPilot and click on "Link Email Account".
2. You will be directed to a login page for your email provider where you need to enter your login details.
3. Follow the steps to authorize LeadPilot to access your email account.

Google Workspace / G-Suite:

1. Use your usual Google Workspace/G-Suite login credentials.
2. If the app is not verified, contact your IT admin and follow this guide.

Microsoft Office 365 / Exchange:

1. Log in as usual with your Office 365/Exchange details.
2. If admin consent is required, ask your IT admin to follow this guide.
3. If you encounter any issues, check with your IT admin.

Other Email Providers:

1. If you're using a different email provider, select "other" and enter the following:
   Username
   Password
   SMTP server and port
   IMAP server and port
2. If you are unsure about the details, consult your IT personnel.

Troubleshooting for All Providers:

1. Send a test email after configuration to verify that everything is working as it should.
2. If the test email doesn't work, check SMTP and IMAP settings or contact your email provider.
3. Since some providers block emails sent from you to yourself, try sending a test email to a colleague instead.

• End-to-End Encrypted Email Providers:
• If your provider only supports encrypted email from your computer and does not allow IMAP/SMTP from a remote server (like ProtonMail), it's not possible to link to LeadPilot.
• In these cases, consider creating a separate account with a supported provider and forwarding responses to your primary email.