Overview
Custom SMTP is listed in HelloGrowthCRM's email — system / transactional catalog as an available integration. Send via any SMTP server (your own mail server, Postmark, Mailgun, etc.) Typical setup starts with SMTP host, port, username, password, encryption type
What data is involved
- Custom SMTP workflow data is organized under the Email — System / Transactional category in HelloGrowthCRM's integrations directory.
- The page highlights the core Custom SMTP use case, setup path, and the CRM workflow context teams usually care about first.
- Before go-live, confirm which records, events, or credentials should move between HelloGrowthCRM and Custom SMTP.
Step-by-step setup
Setup at a glance (3-5 bullets)
- SMTP host, port, username, password, encryption type
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- SMTP host, port, username, password, encryption type
Best practices
- Start with one narrow Custom SMTP workflow before expanding the integration to more teams or records.
- Validate field mapping, ownership rules, and alerting so Custom SMTP activity lands on the right CRM records.
- Keep API keys, OAuth credentials, and webhook secrets for Custom SMTP in your normal production secret-management process.
Best for & common use cases
Teams that use Custom SMTP and want email — system / transactional activity visible inside HelloGrowthCRM.
- Prepare the required Custom SMTP credentials and permissions before connecting.
- Use the HelloGrowthCRM Custom SMTP integration path described in the report to connect relevant workflows.
- Surface Custom SMTP from the integrations directory and open the dedicated setup flow from there.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.