Set Up Agent CRM Email and Calendar Integration

Users with Agent CRM accounts can integrate their personal calendar and email to the Control Panel. This feature is only available for the Agent CRM product.

Integrating email allows users to send custom emails to one or more leads from Agent CRM, or send automated Birthday emails and Transaction anniversary emails.

Integrating with a calendar account allows users to see to do items and appointments logged in the Control Panel to sync with a calendar service.

Table of Contents

• Setting up the integration for Gmail
• Setting up the integration for Outlook
• Setting up the integration for Yahoo
• Setting up the integration for iCloud
• Setting up the integration for Other Email Providers

1. Navigate to Control Panel  > IDX > Setup > Account > Integrations.
2. Click the “ADD NEW” button.

3. Click the “Emails & Calendar Sync” dropdown and then click the “ADD EMAIL & CALENDAR SYNC” button.

   

4. You will be redirected to a page asking you to provide the email address you want to integrate with. Enter your email and click the “SIGN IN” button.

   

5. You will now be redirected to a Google Sign in screen. Either choose a Gmail account to integrate with, or enter your Gmail credentials if you are not already logged in.

   

6. The next screen will ask you to confirm permissions to grant Agent CRM access to for the integration to work. Click the “ALLOW” button.

   

7. You will be returned to the Integrations page in your Control Panel. If you only want to send emails and don’t need to sync your Calendar account, your integration is complete!

   

To integrate Calendar with Control Panel

1. If you do want to sync your To Do list items with your Calendar, use the “Select a Calendar” dropdown to choose a calendar to sync to. Then click the “SAVE” button.
2. Your calendar integration is now complete.

1. Navigate to Control Panel  > IDX > Setup > Account > Integrations.
2. Click the “ADD NEW” button.

3. Click the “Emails & Calendar Sync” dropdown and then click the “ADD EMAIL & CALENDAR SYNC” button.

   

4. You will be redirected to a page asking you to provide the email address you want to integrate with. Enter your email and click the “SIGN IN” button.

   

5. You will be directed to a form to enter your Outlook email and password. Enter your password and select the “SIGN IN” button.

   
6. If you have activated two-factor authentication for your Outlook account, your will need to generate an app password to use in this form instead. Read Microsoft's article on how to generate an app password for your Outlook account here.

7. You will be returned to the Integrations page in your Control Panel. If you only want to send emails and don’t need to sync your Calendar account, your integration is complete!

   

To integrate Calendar with Control Panel

1. If you do want to sync your To Do list items with your Calendar, use the “Select a Calendar” dropdown to choose a calendar to sync to. Then click the “SAVE” button.
2. Your calendar integration is now complete.

1. Navigate to Control Panel  > IDX > Setup > Account > Integrations.
2. Click the “ADD NEW” button.

3. Click the “Emails & Calendar Sync” dropdown and then click the “ADD EMAIL & CALENDAR SYNC” button.

   

4. You will be redirected to a page asking you to provide the email address you want to integrate with. Enter your email and click the “SIGN IN” button.

   

5. You will be directed to a sign in form for Yahoo. You will need to use a "generated app password" for this form, rather than your usual Yahoo password. To generate this password, read Yahoo's article on how to generate an app password can be found here.

   
6. Once you have obtained your generated app password and entered it into the form, click the "SIGN IN" button.
7. You will be returned to the Integrations page in your Control Panel. If you only want to send emails and don’t need to sync your Calendar account, your integration is complete!

To integrate Calendar with Control Panel

1. If you do want to sync your To Do list items with your Calendar, use the “Select a Calendar” dropdown to choose a calendar to sync to. Then click the “SAVE” button.
2. Your calendar integration is now complete.

NOTE: The calendar integration is not supported for iCloud accounts.

1. Navigate to Control Panel  > IDX > Setup > Account > Integrations.
2. Click the “ADD NEW” button.

3. Click the “Emails & Calendar Sync” dropdown and then click the “ADD EMAIL & CALENDAR SYNC” button.

   

4. You will be redirected to a page asking you to provide the email address you want to integrate with. Enter your iCloud email and click the “SIGN IN” button.

   

5. You will be directed to a sign-in form for iCloud. You will need to use an "app-specific password" for this form, rather than your usual iCloud password. To generate this password, read Apple's article on how to generate an app-specific password can be found here.

   
6. Once you have obtained your app-specific password and entered it into the form, click the "SIGN IN" button.

7. You will be returned to the Integrations page in your Control Panel. Your email integration is complete!

   

1. Navigate to Control Panel  > IDX > Setup > Account > Integrations.
2. Click the “ADD NEW” button.

3. Click the “Emails & Calendar Sync” dropdown and then click the “ADD EMAIL & CALENDAR SYNC” button.

   

4. You will be redirected to a page asking you to provide the email address you want to integrate with. Enter your email and click the “SIGN IN” button.

   

5. You will be directed to select which email provider you are using - select the Other icon.

   

6. You will be directed to a form to provide your account password and input IMAP and SMTP settings. You can typically find IMAP server and SMTP server connection information in your email provider's help articles or in your settings.

   • Email: the email address you are integrating with
   • Password: the password for the email account
   • IMAP Host:
   • Port (for IMAP): defaults to 993
   • SMTP Host:
   • Port (for SMTP): defaults to 587
   
7. When all the form fields are filled in, click the "SIGN IN" button.

8. You will be returned to the Integrations page in your Control Panel. If you only want to send emails and don’t need to sync your Calendar account, your integration is complete!

   

To integrate Calendar with Control Panel

1. If you do want to sync your To Do list items with your Calendar, use the “Select a Calendar” dropdown to choose a calendar to sync to. Then click the “SAVE” button.

2. Your calendar integration is now complete.

   

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