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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 Server:smtp.coresender.com 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.