This article describes the process to integrate Office 365 Email with Chime. Please refer to the steps and screenshots below for guidance on setting this up.
Office 365 email applies to the following:
First, navigate to Settings > Integrations > Office 365 Email > Connect:
After clicking the "Connect" button, you will see the following window appear. Choose the Microsoft email account you would like to connect to Chime:
If this is the first time you are connecting Microsoft to Chime, you will need to accept the requested permissions:
Once you have given the right permissions to Chime, you will see that the integration will display as being connected successfully:
Also, please note that you will receive an email confirming that you have given access to Chime. The email should look something like this:
Test Connection / Integration Error
Please note that on occasion, some email accounts will NOT be connected correctly, even though the system says it has been connected. The main reason for this is typically due to a "REST API is not yet supported for this mailbox" error for request to a mailbox.
This being the case, we suggest testing out your email connection as soon as you have connected. To do this, simply add yourself as a lead using a second email address. Then, click on "Email" from the lead profile:
Then, make sure you select your integrated email from the drop down:
If integrated correctly, the email that is sent via Chime will display on the activities timeline in Chime and in the "Sent" folder of the integrated email account. If the integration has failed, you will see an activities timeline log that looks like the following:
If the above occurs, please contact Chime Support to explore other options for integration. Oftentimes, the following option can be utilized: IMAP/SMTP Email Integration.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.