Adding your SMTP settings into Nutshell allows you to send emails, using our BCC feature allows you to push outside emails in.
Sending emails from inside Nutshell
So, you're ready to send emails from Nutshell! Before you can do that, you need to configure your SMTP settings. You can send emails directly from Nutshell to your Companies and People; there's no need to jump to your email client.
Steps to configure SMTP
- Click your initials/your avatar on the top right next to the bell icon
- Click settings
- Click email
- Select the Settings tab to configure your SMTP settings
Email settings vary widely, so we recommend asking your email administrator to confirm your SMTP Hostname or IP, port, your username, and your password.
Nutshell uses bank-grade SSL or TLS to encrypt the messages delivered to your mail server. When you add these credentials to Nutshell, we'll send a test message to our own robots to ensure everything is working.
Getting outside emails into Nutshell
Nutshell lets users forward and BCC emails to email@example.com, which attaches the message to all the right places automatically. For complete step-by-step instructions on how to use BCC with Nutshell, please follow this link to read our technical support article.
Using BCC to push outside emails into Nutshell
When emailing a Person or Company from inside your email client, just BCC the outgoing message to firstname.lastname@example.org. Nutshell connects the message directly to the Person or Company, as well as to any open leads with them.
Using BCC to push emails between colleagues into Nutshell
If you are emailing another Nutshell user regarding a lead, just include the lead number (i.e. "lead 1234") in the subject line of the email and BCC to email@example.com. Nutshell automatically attaches the email to that lead's timeline.
Using BCC to push incoming messages into Nutshell
To push an incoming message into Nutshell that you receive from a contact inside your email client, forward it to firstname.lastname@example.org. Nutshell automatically attaches it to the Person timeline.
New People pages will be automatically created for email addresses that do not already exist in Nutshell.
If you use an email client that strips out the header of your emails, such as Outlook or Thunderbird, you will have to forward the message as an attachment when you forward it to email@example.com.
Anytime you attempt to reconfigure and update your SMTP settings with Nutshell be sure to wait anywhere from 5 to 10 minutes before retrying the connection.
Could not open socket
- That tends to imply that you are using an incorrect port number. If you've chosen SSL, try choosing TLS (and vice versa). The port number should automatically change when you switch between SSL and TLS.
- Ensure correct spelling for all values (e.g., smpt.gmails.comm vs. smtp.gmail.com)
This error will occur if the hostname is not correct, and so Nutshell is not able to connect to your email provider. Try updating the hostname. Make sure there aren't any spaces within the name, before or after your hostname, and that it is spelled correctly.
Failed to verify SMTP Credentials for [your email address]
With this error you'll receive a few different, specific, error descriptions, such as:
> Could not read from [your hostname]
This error will occur if the hostname you provided was incorrect. We recommend retrying with a different hostname or IP address
> 5.0.0 Authentication Failed
This error will occur if the Username and Password in relation to a google account are also not recognizable.
> 5.7.8 Username and Password not accepted. Learn more at 5.7.8 https://support.google.com/mail/?p=BadCredentials 1sm44397132qtb.49 - gsmtp
This error will occur if the Username and Password in relation to a Google account are also not recognizable. It also requires that you are logged into your Gmail account on your web-browser.
>Unable to connect via TLS
This error occurs if the Port Number or Email Provider Server's configured port isn't a valid SMTP configured port. Check to make sure that you are using a TLS/SSL Port. STARTTLS will not be able to connect via SMTP to Nutshell.
Connection has Failed but no error messages are shown
If you see a 'Failed' message only, and no other error messages, Nutshell is still attempting to contact your Email Provider Server to verify your settings. Nutshell throttles the validation attempts you can make at a single time avoid appearing to be a malicious attack.
What is my hostname for Gmail?
Oftentimes, the hostname for Gmail is 'smtp.gmail.com', but we do recommend that you confirm that with your email administrator.
What is my hostname for Outlook?
If you use Office365, you might find that 'smtp.office365.com' works as the hostname. Sorry to sound like a broken record, but it's best to confirm that with your email administrator.
What is my username?
Your username is the email address you're attempting to configure (e.g., firstname.lastname@example.org).
What is my password?
Enter the password you use to access the email you're attempting to configure.
I've double-checked my credentials, and I'm still getting an error that says "Failed to verify your SMTP credentials." What gives?
- Make sure that you are using your email credentials (not your Nutshell username/password).
- If you are a Gmail user getting this error, it's possible that you need to change your email settings to allow less secure apps (see this Google support article for more information). Nutshell is considered a "less secure" app because it doesn't require two-step verification.