Thursday, September 2, 2010

How to use Gmail with ACT! 2010 CRM by Sage

I helped a co-worker get Gmail working with the CRM software ACT! 2010 by Sage today. ACT! does not naturally work with Gmail. Gmail uses SSL and non standard ports for its incoming and outgoing POP and SMTP connections which are not supported by the program. There is however a work around using the program Stunnel (an SSL Wrapper).

1. Download and install the latest version of Stunnel. Use the "Windows Binaries" for installing on a machine running Microsoft Windows. The installer comes with all of the necessary files to run it. During install it will prompt you to add shortcuts to your Start Menu. This is worth doing as it gives you an easy way to start and stop the service. Default install location is: C:\Program Files\stunnel

2. Using Notepad or another text editor, edit the stunnel.conf file to have the following:
client = yes
[pop3s]
accept = 110
connect = pop.gmail.com:995
[ssmtp]
accept = 25
connect = smtp.gmail.com:465

3. Configure Stunnel to run on startup. From the the Stunnel folder added to the Programs in your Start Menu select, "Service Install." When that is complete, run the "Service Start" shortcut--also in the Stunnel Start Menu folder. Stunnel is now running as a background service and should startup automatically when you restart your computer.

4. In ACT! edit your email settings via the "Tools -> Preferences" menu item. Update your incoming and outgoing server settings as follows:
Incoming POP3 Server: localhost
Outgoing SMTP Server (SMTP): localhost
6. Finish the email setup wizard and do a send/receive to make sure it is all working.

That is it! Gmail should be setup to work in ACT! now.

You can also use Stunnel to get Gmail working with other CRM programs and email clients that don't support SSL or non standard ports. We used a smilar work around with FrontRange Goldmine: How to Setup Gmail in Goldmine

5 comments:

  1. Hi thanks for sharing this. Much appreciated. Followed in the instructions, but doesnt seem to send and getting the peer suddenly disconnected message in the log. Heres the log below. Any ideas as to why?

    : Reading configuration from file stunnel.conf
    : Configuration successful
    : No limit detected for the number of clients
    : stunnel 4.34 on x86-pc-mingw32-gnu with OpenSSL 1.0.0a 1 Jun 2010
    : Threading:WIN32 SSL:ENGINE Sockets:SELECT,IPv6
    : Service ssmtp accepted connection from ..my ip ;)
    : Service pop3s accepted connection from ..my ip ;)
    : SSL_accept: Peer suddenly disconnected
    : Connection reset: 0 bytes sent to SSL, 0 bytes sent to socket
    : SSL_accept: Peer suddenly disconnected
    : Connection reset: 0 bytes sent to SSL, 0 bytes sent to socket

    Also i was wondeirng if this is possible to use via imap. Was thinking it would be great to send a mail via the android phone and have act! 2009 track it. Though i expect it would need the stunnel prog on the phone to do that.

    Thanks for any advice you can offer

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  2. Great idea, but it didn't work for me. Running Act 2011 in Vista.

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  3. Marc, I am not sure what is going on there. If you have a firewall on your computer you might troubleshoot by temporarily disabling it, then trying again to see if it works.

    James, thanks for the feedback. I haven't tried it in Vista. I do have it working in XP and Windows 7 though.

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  4. Cheers for your reply peter. I've got the win7 firewall running so i could try disabling that.

    If it works can you tell me if i can therefore get any email sent via gmail logged in the same way that it would be if sent in outlook? Also does it work with imap settings as i used the imap for my android phone. I think you can have both enabled though.

    Thanks again for your help and post

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  5. Got the email part working with gmail and act 2010 in Win XP, but what about shared contacts between the two progs?
    Chuck

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