Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about setting up and using the Email Integration with Cliently.
How is it used with Cliently?: It is used in order to connect and send out Emails, Video Messages from your Cliently account to your Contacts (Deals) from Cliently.
Step 1: Connect or review your Email Connection. In Cliently, go to Settings > Integrations > Email
If you are on the Dashboard, click on the top right profile icon and click on “Integrations”.
Step 2: Connecting Email to Cliently. Next, we will discuss the steps in order to connect your email account to Cliently. Click on the “Off” switch to start.
Step 2-A: Email Address First, you will be asked to fill out the email address you want to connect with Cliently. Fill in the email address and click on “Sign in”.
Step 2-B: Google Email Address If your Email address is a “Google” Address, it will ask you to sign in to Google.
Step 2-C: Allow Access for Cliently to use GMAIL. Next, you will need to allow Cliently to use GMAIL to “View your email messages and settings” and “Send emails on your behalf”. Questions, please read the “Terms of Service” and “Privacy Policies”. To Accept the connection, click on the blue button “Allow” for each section Google ask you to allow..
For other Addresses, you will need to choose your provider. If you do not know, use “Other”.
Step 3: Manual Setup of email configuration. If requested, you will need to enter in your email address, password, and IMAP and SMTP host address. Please note: If you do not know this information, you will need to contact your Email/IT Administrator.
Step 4: Showing connected. Cliently will process the request and provide you information on the settings page it has been enabled and the date/time it was connected.
Congratulations, you are ready to start sending out your Flows (Emails/Video Messages) to your Cliently Contacts!
Unable to connect, two-factor notification message: If you have enabled two-factor authentication, you’ll need to make sure to enable (or allow the Cliently app connection to connect) this on your email account or contact your Network IT professional. If your credentials are correct and have been authenticated for two-factor, please try to connect your email again.
I am connected to IMAP but sending doesn’t work: If you’re connected to IMAP successfully, but sending doesn’t work. Check your SMTP settings including the port number.
Alias Email addresses?: We do not allow alias email addresses to be used with Cliently. The email address used must be a fully qualified login account so you can authenticate with Cliently and your email server.
Email connected but emails not going out? Check the error message you are getting - INVALID EMAIL CREDENTIALS - means that your integrated email address is no longer properly connected and needs to be fixed. From your Account Settings, access the Integrations tab, turn off your current connection, turn it back on, and enter your most recent email inbox credentials. This will likely include your (new) password so please be sure to have this ready when reconnecting. Please keep in mind that we do automatically email you when this connection goes down so be sure to check your inbox occasionally if you have made any changes to your email inbox credentials.
Please note that though Cliently is set up to integrate with most servers, your own server may have restrictions or limitations for security purposes. In a case where you struggle to connect or your IT Administrator does not grant permission to do so, we recommend creating a free Gmail account or purchasing a $5 Google Business domain. For more information on how to do this, please visit:
MS Exchange: Exchange > no more than 20 concurrently (e.g. within a second)
10,000 per day / 30 messages per minute
Gmail: Free - 500 per day, Paid - 2,000 per day
200 every 3 hours
Need further Help? If you need any help with this integration, please log in to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account. If you are using a non-GMAIL email connection, please provide us your Server URL for SMTP/IMAP and Port settings when contacting us.
Please note: The Cliently support team does their best in order to help you in connecting your account, however, if advanced troubleshooting is needed, we will ask you to consult with your IT/Email Admin professional and we can work with them to get your account connected. The Cliently team will not make any changes to your domain/Email server settings, due to security and liability concerns.