Step 1: Go to Settings (gear icon in top right corner), then choose “Integrations”
Step 2: Choose Email Account 1 (or another of the IMAP) integration.
Step 3: Enter your Email and Password into the dialog box, then click next
Step 4: Next, it is time to enter all relevant account information for your email. Use the below mapping information and enter your email/password. Be sure to click save, see notes below regarding incoming/outgoing server information
Name: How you want your name presented in outgoing emails.
Account Name: Should be derivative of the associated account. If you have multiple emails to integrate, choose something like "Office365"
Account Type: IMAP (keep the default)
Incoming:
MailServer: outlook.office365.com
Port: 993
Encryption Type: SSL
Enter full email and password
Outgoing:
MailServer: smtp.office365.com
Port: 587
Encryption Type: TLS
Enter full email and password
Click Save
Step 5: When prompted with Confirm Auto-Import, you can keep the defaults so contacts can get imported into the CRM
NOTE: The 2-way sync between Office365 and ZipperAgent is still under development. This will allow you to send emails using the Office365 account to your contacts and those emails will be connected to your contacts. Using the Zipper email module, if you open any incoming email, those incoming emails will also get connected to the contact. In the future, 2-way sync will remove the need to open incoming emails to connect to contacts, it'll happen automatically.