Microsoft Exchange Email Integration

Introduction

Before integrating an Exchange email account, you need to make sure that your email account is an Exchange account. Usually, if you have an office 365 email, you can integrate it with Chime.

 

Integrating your Exchange with your Chime CRM

Go to the Settings page, and click on Integrations.

 

Scroll down to the Exchange icon. Click Connect and a window will appear.

 

Here, you can insert your Exchange email, password and server information. The server URL is usually: https://outlook.office365.com/EWS/Exchange.asmx . Then, click Save.

Note: If the server info was incorrect, please follow the steps below to find the server info.

 

How to Find Your Exchange Server Information

While in the Office 365 Outlook Web Access, click the Gear icon at top-right and Select Options.

 

On the left, under Accounts, select  "POP and IMAP" for your IMAP server details.

 

TIP: For older Office 365 accounts the IMAP server-address may differ from the common settings depicted in the picture.  Follow the above steps to check your account for yourself if needed.

 

For iPhone Mail App

If you have your work email on your iPhone (not through webmail) you can find your exchange server address in your mail app settings.

1. In Settings select Mail.
2. Click Accounts.
3. Select the account that relates to your work email account.
4. In the area labeled Exchange, select the account.
5. The address recorded in the field labeled Server is the Exchange Server Address.

 

For Outlook on Mac

If you're using Outlook for Mac, you can find your Exchange server address in the following way.

1. In Outlook open "Preferences"

 

    2. Select Accounts.

 

    3. For your work account select Advanced in the bottom right-hand side.

 

    4. You will find the address in the Microsoft Exchange section next to Server. 

 

On Outlook for Windows

If you're using Outlook on Windows you can find your Exchange server address in the following way.

1. In Outlook select File.

 

    2. Select Account Settings.

 

    3. Double click the email account from the list.

 

 

    4. Copy the address in the Server field.

 

Please note:

The Exchange server address will often begin with https:// end in /ews/exchange.asmx

If the server name only uses letters and numbers in the form of an email address, use that text instead of the full https://xxxxxxx/ews/exchange.asmx address.

This won't be the URL that you use to access your email via webmail.

For more information on how to find your Exchange server information, visit Office support site.

 

*After integrating your Gmail or Exchange with Chime, you can send emails to your leads on the lead’s details page.  Once you are in the lead's profile, you would just have to click the Email icon. The sender address will be your integrated email. Due to the large number of auto-emails in Smart Plan, Property Alert emails, Welcome emails, and Mass emails, we have configured a default domain named xxx@chime.me for you to send these emails. We have done this in order to protect your Gmail or Exchange domain. As you know, many email providers have strict limitations on the quantity and frequency of emails sent.

We have also created a Reply-to strategy. When your leads reply, your login or integrated email address will be filled in the recipient's address automatically.

 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com> or by phone at 1 (855) 981-7557.