Coresender LogoMobile menu icon
Insightly logo

How to configure the SMTP settings of your Insightly CRM

Getting started with Coresender

Before you send your first email with Coresender, you need to add a sending account and verify your domain.

Here’s a quick guide to setting up your Coresender account.

Configuring Coresender SMTP and Insightly

  1. Login to Insightly and go to User Settings > Email Accounts
  2. Under Add Email Accounts select Other

Insightly screenshot 1

  1. Use the following Coresender credentials.

SMTP SMTP Port:587 Email Address:use the email address you want to show in your message.

IMPORTANT: You can only use the domain that has been previously verified.

Username and Password: type in the Username and Password you found in your Coresender panel. When you’re ready, click Add Account

Insightly screenshot 2

  1. Check if you get a verification email from Insightly and the new account shows in the Email Accounts list.

Insightly screenshot 3

Congratulations! Your CRM is now configured to use Coresender.