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Getting started

Leadfwd Team
Updated

Leadfwd delivers email using actual mailboxes, like Google Workspace (Gmail), Microsoft Outlook 365 or any standard SMTP connection. You may need to seek assistance from your IT Administrator to help you get started.

Connect an Email Account / Mailbox to Leadfwd

  • To begin, navigate to Engage from the platform navigation bar.
  • Scroll to Mailbox Connector and select Connect a mailbox

Email Platform

Details
Custom SMTP and IMAP
  • Requires SMTP server host and port
  • Requires IMAP server host and port
  • Username and password for SMTP and IMAP
  • Does not support conversation threading
Google Workspace (App Password)
  • Connects using SMTP and IMAP from Gmail
  • Gmail user required to enable 2-step authentication and to create a dedicated app password
  • Does not support conversation threading
Office 365 (Oauth)
  • Connects using Oauth with Microsoft Graph API
  • Single-click to connect and consent for individual users/email accounts.
  • Supports conversation threading
Google Workspace (Oauth)
  • Requires the Administrator / Account Owner create a Google Project to access the Gmail API.
  • Single-click to connect and consent for individual users/email accounts.
  • Supports conversation threading
 

If you're an Account Owner or Administrator, you'll see a table view of each licensed Engage user. From this view you can edit an existing mailbox connection or establish a new connection.

 

For users that have been assigned an Engage license but have yet to connect their mailbox, select Run setup.

 

Mailboxes Manager Overview

  • Licensed Sender - Mailbox associated to an assigned license.

  • Outbound - Integration or SMTP service that is connected for outbound email.

  • Inbound - Integration or IMAP service that is connected for inbound reply detection.

  • Assigned To - The user assigned to the license.

  • Edit - Manage/edit an existing mailbox.

  • Delete - Remove the license assignment and create an available license.

If a user has a license that is not currently in use they will see a Connect new mailbox button. Clicking on the button will take them to a screen to begin setting up a new mailbox.

 

Connect your Mailbox (End-user view)

To connect a mailbox you will need to first select which email provider you will be using for sending and receiving (reply detection). Available options include:

  • Custom IMAP / SMTP

  • Microsoft Office 365 (API) - Setup article

  • Google Workspace (Gmail API) - Setup article

  • Google Gmail IMAP/SMTP - Help article

  • Rackspace Cloud IMAP/SMTP

  • GoDaddy Americas IMAP/SMTP 

  • IONOS by 1&1 IMAP/SMTP

  • SendGrid (SMTP Only)

For Google Workspace (Gmail API) a Google project will need to be set up for the organization. Follow our quick guide to getting starting: Google Workspace (Gmail API)

 

For all choices, aside from Custom & Google Workspace (Gmail API) and Microsoft Outlook 365, the SMTP/IMAP host and port values are pre-filled. The only things to add are a Username & Password for IMAP/SMTP and a Reply-to and Sender Name for SMTP

 

 

 

After credentials have been inputted, a user can test the information to make sure a connection has been established. If successful a Success message will appear. If unsuccessful an error message will appear.

 

Once a mailbox is successfully connected the mailbox will appear on the Mailbox Connector screen. It can now be used in Sequences for Engage.

 

 

 

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