> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://salesrobot.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bulk Email Automation

SalesRobot's email automation feature enables seamless outreach by automating your email campaigns. This guide covers how to set up email automation, including connecting Gmail, Outlook, or custom SMTP email providers.

Before adding an email account, you must switch your account mode from the default LinkedIn-only mode to **LinkedIn + email mode.**

1. Log in to your SalesRobot account.
2. Go to **Settings**.
3. Change the mode from **LinkedIn mode** to **LinkedIn + email mode**. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image_5oz6yc.png)
After updating, you'll see LinkedIn and Email as separate tabs on the Accounts page.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image_uy7dhj.png)

> **Note:** This is a commonly missed step. If you don't see email options in your account, check that you've enabled LinkedIn Plus email mode.

## Step 1: Adding Your Email Account to SalesRobot

SalesRobot supports three methods for connecting email accounts:

* **Gmail** (one-click OAuth integration)
* **Outlook** (one-click OAuth integration)
* **SMTP/IMAP** (for custom email providers like Zoho, MailDoso, InfraMail, or Mailgun)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/recording2025-12-23143212-ezgi_nvpm4w.gif)
### Option A: Gmail or Outlook 

* Log in to your SalesRobot account.
* Go to the **Accounts** tab and select **Add Accounts**.
* Select **Add Email Account**.
* Choose your preferred email service provider (Gmail or Outlook).
* You will be prompted to add or select your account.

Once authenticated, your email account will appear in SalesRobot.

### Option B: SMTP/IMAP (Custom Email Providers)

For email providers like Zoho, MailDoso, InfraMail, or Mailgun, you'll need to configure both SMTP (for sending) and IMAP (for receiving).

1. Log in to your SalesRobot account.
2. Go to the **Accounts** tab and select **Add Accounts**.
3. Select **Add Email Account**.
4. Choose **SMTP**.
5. Enter the following details:
    * SMTP Host
    * IMAP Host
    * Port
6. Click **Save**.

### Option C: Connect Gmail With SMTP
If you prefer to connect Gmail using SMTP rather than the one-click integration, follow the process below. This method requires configuring both SMTP (for sending emails) and IMAP (for receiving emails).

#### Step 1: Verify IMAP is Active

For most personal Gmail accounts, IMAP is enabled by default. To confirm:

1. Open Gmail and go to **Settings** (gear icon) > **See all settings**.
2. Click the **Forwarding and POP/IMAP** tab.
3. Look for a message stating "Access Gmail from other clients using IMAP", this means IMAP is already active.

**For Google Workspace Users:**

Your organization's admin may have disabled IMAP. To enable it:

1. Have your admin sign in at admin.google.com
2. Go to **Apps > Google Workspace > Gmail > End User Access**
3. Turn on **IMAP Access** for your organizational unit

#### Step 2: Turn On 2-Step Verification

Google requires 2-step verification before you can generate an app password.

1. Go to myaccount.google.com and sign in.
2. Select **Security** from the left sidebar.
3. Under "Signing in to Google," click **2-Step Verification**.
4. Click **Get Started** and follow the prompts.
5. Enter your password, then add and verify your phone number via OTP.
6. Click **Turn On** to activate.

Once complete, a checkmark will appear next to 2-Step Verification.

#### Step 3: Create an App Password

An app password is a 16-character code that allows SalesRobot to access your Gmail without using your main password.

1. Return to the **Security** section in your Google Account.
2. Click **2-Step Verification**, then scroll down to **App passwords**.
3. Under "Select app," choose **Mail**.
4. Under "Select device," choose **Other (Custom name)** and type "SalesRobot".
5. Click **Generate**.
6. A 16-character password will appear—copy it and store it somewhere safe.

> **Important:** You won't be able to view this password again after closing the window.

#### Step 4: Add Gmail to SalesRobot

1. Log in to SalesRobot and go to **Accounts > Add Accounts > Add Email Account**.
2. Select **SMTP**.
3. Enter your Gmail address.
4. In the password field, paste the **app password** you generated (not your regular Gmail password).
5. Enter the following server settings:
| Setting | Value |
| ---- |
| SMTP Host | smtp.gmail.com |
| SMTP Port | 465 |
| SSL | True |
| IMAP Host | imap.gmail.com |
| IMAP Port | 993 |
| SSL | True |

Your Gmail account should now be connected to SalesRobot.