Outlook & Yahoo

Step 1

1- Click here then select the orange "Make a Zap with LionDesk CRM" button at the bottom.

2- Choose "IMAP" as your trigger app.

3- Select the "New Email" trigger, then "Continue"

4- Click "Connect a new Account". A window will pop up where you plug in your email contact information. It will then display a "Success" message.

  • Host - This will be the URL for your IMAP server. Outlook's IMAP address is imap-mail.outlook.com, Yahoo's is imap.mail.yahoo.com
  • Username - This is typically the username and/or email address you use to log in to your email account
  • Password - This is the password you use to log in to your email account
  • Port - When syncing Outlook and Yahoo, use port 993.

(For more info on Yahoo, click here: https://help.yahoo.com/kb/SLN4075.html)

5- For the "Folder", you can select any folder. We recommend "Inbox" or "Sent", but you can choose what you like when pulling in your 'received' emails.   After you select it, you can test the account out.


Step 2

1- Choose LionDesk CRM as your action app

2- Select "Create New Email Activity" and then "Save + Continue"

3- Click on "Connect a New Account", it will open a window for Zapier

4- Go to your Settings in LionDesk.

5- Go to "3rd Party Integrations"

6- Next to lead source you want click on the Button "Enable" to get the API Key and copy it. 

7- Hit on "Test", A "Success" message will be displayed. Then hit "Save and Continue". 

8- Fill the form by Matching your form's fields to LionDesk's Fields. In the first field, if you selected "Inbox" as your Folder, make sure you select "Received" in the LionDesk Email Type. If you selected "Sent", then you will choose "sent".  This tells LionDesk how to properly label the incoming emails.

9- Fill out the information and hit 'Continue". Here is an example of a completed form

10- When the test is done a "Test Successful" message will appear. Hit "Finish" 

11- Give your Zap a name and Turn your Zap "ON"  

All done!

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