Connect Email to Paldesk

Paldesk allows you to manage all email inquiries from a single dashboard along with messages from live chat, mobile apps, and social channels. Here’s how to connect your email account with Paldesk.

Step by step guide

Step 1: Login to your account and navigate to ‘Administration’. Under ‘Channels’ click on ‘Mail’.

Integrating mail with Paldesk

Step 2:  Click on the white button that has paper on it in the upper right corner, next to the thrash can icon, to start integrating your email account with Paldesk.

Gmail

Step 3:  If you are using Gmail simply press on the ‘Sign in with Gmail’ button at the bottom of screen and follow Gmail’s standard prompts.

Step 4: Fill out the required information. In order to finish integration select the desired Group and press Log in’ button.

You’re done!

Outlook and Yahoo mail

First, you need to allow apps that use less secure sign in. To do so, follow this link, sign in with your Yahoo credentials, and turn this feature on. Applies to Yahoo only.

Step 1: Login to your account and navigate to ‘Administration’. Under ‘Channels’ click on ‘Mail’.

Step 2: Click on the white button that has paper on it in the upper right corner, next to the thrash can icon, to start integrating your email account with Paldesk.

Step 3: Enter your email login credentials and click ‘Log in’.

Step 4: Enter the appropriate server configuration credentials, pictured below and click on ‘Log in’.

Yahoo mail

Yahoo mail configuration
Hotmail
Hotmail configuration

Of course, if you use a different email service than the above, simply contact your provider to obtain the appropriate server configuration parameters for the fields shown above.

Remember, if you encounter any problem, contact us or chat with us live.

That’s it! Enjoy Paldesk!

Connect Email to Paldesk was last modified: November 6th, 2018 by Mihael Nikolic
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