Adding your email provider's SMTP settings into Nutshell allows you to send emails from Nutshell, and our BCC feature allows you to copy any email into Nutshell.
Note: You can always email your contacts by clicking on their email address on a Nutshell page. This will not require you to follow any of the steps below.
Sending emails from inside Nutshell
So, you want 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
1. Click your initials/your avatar on the bottom left, below the bell icon
2. Click Your email
3. Select the Settings tab, and then click Configure
4. Type in your Hostname or IP address, Port, Username, and Password, then click Save and test
How do you know your SMTP settings?
SMTP settings for email settings vary widely, so we recommend asking your email administrator to confirm your SMTP Hostname or IP, port, your username, and your password.
Some email providers differentiate between inbound and outbound SMTP. You will need the outbound SMTP hostname.
Nutshell requires SSL or TLS to connect to your email provider via SMTP. If your email server is not configured with a port for SSL or TLS, you will not be able to connect your email with Nutshell.
Getting emails from your inbox into Nutshell
Nutshell accepts forwarded and BCCed emails at 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 article.
Using BCC to push 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.
I am sure my credentials are correct but Nutshell says the connection failed.
Any time 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. SMTP connection attempts are throttled to avoid being automatically blocked by your server, because too many connection attempts in a short time can appear 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. We recommend using our email sync to connect via Gmail instead of SMTP.
What is my hostname for Outlook?
If you use Office 365, 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. If you are using Office 365, we recommend using our email sync to connect instead of SMTP.
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.
I got the error message: Could not open socket
- This implies 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)
I got the error message: Connection timeout
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. If you aren't sure of your hostname, check with your email administrator or IT department.
I got the error message: 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. Retry with a different hostname or IP address.
- 5.0.0 Authentication Failed
This error will occur if the Username and Password in relation to your email account are 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 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.