SAM uses OAuth to authenticate with Google Workspace/GMail and Microsoft365/Outlook.
If you use another email provider, please refer to SAM Guide: Email Setup using Basic Authentication.
What to know:
- SMTP Authentication must be enabled on Microsoft365. Most issues arise from this not being set.
- Email Sending must be entered to allow users to send emails or enabling Auto Actions that send emails from SAM.
- Changing email passwords requires users to re-authenticate.
Setup Steps
- Connect a SAM Lead User's email account to their Person record in SAM.
- Setup the Default Email Account.
- Connect other User's email accounts, as needed.
You may choose to setup a generic Person record and email account, like hello@yourdomain.com email address to be the default.
Connect a User's Email Account to SAM
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In SAM, open the user's Person record > Advanced Options > Edit Email Settings > check Send Emails Using Own Email Account > check Email Importing Enabled (if desired) > enter a different Display Name (if desired) OAuth section opens, click Sign in with Google or Sign in with Microsoft > choose your email account to connect > press Continue to Sign in with SAM > click Allow > Your Email Account has been successfully setup! |
We recommend that Users connect their own email account to send/import emails from SAM. When users do not setup their email account, the Default Email Account will be used if they take action to send an email.
Setup the Default and Backup Email Account
Setup Default Email Account
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In SAM, click Settings > Email Settings Hub > Default Email Account (sidebar) > For connection to existing users: click Email Account to use for Default Email Sending to select desired User from dropdown options > select Default Email Settings | User-Record > Save For a generic email account: click Email Account to use for Default Email Sending and select - Enter New Account - to add an email account not connected to a User record > select Default Email Settings | User-Record > Save |
The Default email Account is crucial to proper functioning of Auto Action emails. Reauthenticate ASAP when disconnected. An alert will open on the Home Page for SAM Leads when authentication fails.
Setup Backup for Default Email Account
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In SAM, click Settings > Email Settings Hub > Default Email Account (sidebar) > Enter Backup Email Account (sidebar) > Email Account to use for Default Email Sending - Backup to choose dropdown option > Save |
Default Email & Auto Actions
- The User associated to the Default Email Account will receive pop-up notifications to confirm sending an email triggered by an Auto Action. unless another User is specified in the Auto Action setup.
- The default email address you choose to "send from" may receive replies from clients who get automated emails. You may not want an employee's direct email account to be the default, but rather a generic info@ or support@yourdomain.com email address. When setting up a new Auto Action, you will have the option to change the "reply to" settings at that time.
- Auto Actions sent from the Default email account, but triggered by another user are shown to both users (User that Triggered an Auto Action and Default user).
Disconnect a User's Email Account from SAM
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In SAM, open the user's Person record > Advanced Options > Edit Email Settings > uncheck Send Emails Using Own Email Account > Save |
Remove the Default Email Account
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In SAM, click Settings > Email Settings Hub > click green edit button next to user > uncheck desired settings > Save |
Errors with OAuth
You may run into a banner saying your email settings are invalid. All you need to do is click Email Account Settings and re-authenticate your email account.
If you have basic authentication/app passwords enabled and you stop midway through the OAuth process, your basic authentication will cease to work.
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