How to Fix SMTP Errors during Office 365/Outlook/Gmail integration

How to Fix SMTP Errors during Office 365/Outlook/Gmail integration

Introduction

When trying to integrate your Office 365/Outlook email with your Zoho CRM you may receive a STMP error (refer to screenshot for error message example). If you have any questions about this extension,  please reach out to support@bluroot.ca


InfoNotes
Microsoft/Outlook

This error message can be resolved by following the steps below:

  1. Log in to Microsoft 365 admin center and go to Users > Active Users.
  2. Select the user whose email ID is used to integrate with Zoho CRM, click Mail in the side pane that pops out.

  3. Click Manage Email Apps in the Email apps section.
  4. Select Authenticated SMTP setting if it is not already selected. If the option is already selected, unselect and select again.
  5. Click Save Changes. 

    Video for reference: 
    https://www.youtube.com/watch?v=3Ncy2cJhcdo
Alert
If you access Outlook/Microsoft 365 via GoDaddy, please use these instructions instead.

 For more information about this error, click here. 

If this issue continues to persist, it is most likely because the client is using a 3rd party hosting for Office365/Outlook and we will need to get the following details from their server in order to integrate their email using the "Other Mail" option.

For IMAP Integration:



For POP Integration :

Info
Gmail SMTP

Step 1: Enable IMAP in Gmail

  • Go to Gmail → Settings (⚙️) → See all settings
  • Open the “Forwarding and POP/IMAP” tab
  • Enable IMAP
  • Click Save Changes

Step 2: Enable 2-Step Verification

Visit:
  1. https://myaccount.google.com/security
  1. Turn on 2-Step Verification

Step 3: Generate an App Password


Step 4: Configure SMTP in Zoho CRM

Use the following settings:

Incoming Server:
  • Username: Your full email address
  • Password: App Password (not your Gmail password)
  • IMAP Server: imap.gmail.com
  • Port: 993
  • Requires SSL: Yes
Outgoing Server:
  • Username: Your full email address
  • SMTP Server: smtp.gmail.com
  • Port: 587
  • Encryption: TLS

Step 5 (If applicable): Check with Google Admin

If you're using Google Workspace, ask your admin to ensure:
  • Gmail is enabled for your account
  • External app access is allowed