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Email & SMTP Settings

Settings โ†’ Email & SMTP configures how LeadHub sends outgoing emails โ€” automation emails, welcome messages, digests, and notifications.


Why Configure SMTP?โ€‹

Without custom SMTP, emails are sent via the platform's default mail server, which may result in:

  • Emails landing in spam
  • Low deliverability rates
  • Your company domain not appearing as the sender

Configuring your own SMTP ensures emails come from your domain with full deliverability control.


SMTP Configurationโ€‹

Go to Settings โ†’ Email & SMTP and fill in:

FieldDescription
SMTP HostYour mail server hostname (e.g. smtp.sendgrid.net, smtp.mailgun.org)
SMTP PortUsually 587 (TLS) or 465 (SSL) or 25 (unencrypted โ€” not recommended)
EncryptionTLS (recommended), SSL, or None
SMTP UsernameYour SMTP login username
SMTP PasswordYour SMTP password (stored encrypted)
From NameSender name shown in email clients (e.g. "Your Company Name")
From EmailSender email address (e.g. [email protected])

Testing the Configurationโ€‹

After filling in the settings, click Send Test Email. A test email is sent to the currently logged-in admin's address.

If the test fails, verify:

  • SMTP host and port are correct
  • Username and password are correct
  • Your hosting provider does not block outbound SMTP on port 587 (some shared hosts do โ€” use port 465 or ask your host to unblock it)

SendGridโ€‹

  • Host: smtp.sendgrid.net
  • Port: 587
  • Encryption: TLS
  • Username: apikey
  • Password: Your SendGrid API key

Mailgunโ€‹

  • Host: smtp.mailgun.org
  • Port: 587
  • Encryption: TLS
  • Username: Your Mailgun SMTP username
  • Password: Your Mailgun SMTP password

Gmail (for testing only)โ€‹

  • Host: smtp.gmail.com
  • Port: 587
  • Encryption: TLS
  • Username: [email protected]
  • Password: App-specific password (not your regular password โ€” create one in Google Account Security)

โš ๏ธ Gmail has strict sending limits. Use a dedicated provider for production.


Email Digest Settingsโ€‹

Configure daily/weekly lead digest emails that summarize new lead activity:

SettingDescription
Digest EnabledToggle to enable or disable digest emails
Digest FrequencyDaily or Weekly
Digest RecipientsWhich team members receive the digest
Digest Send TimeWhat time of day to send the digest