Use Google OAuth to Send From Help Scout
When you create a mailbox, you have the option to either use our servers (by default) or specify custom outgoing settings. This article talks about using custom outgoing settings with Gmail using Google OAuth.
In this article
Reasons to Use OAuth
Using customized outgoing settings allows you to save all of your outgoing replies to Gmail/G Suite for archive or backup purposes. It's worth mentioning that if you go this route, you do not have to add Help Scout to your SPF record or set up DKIM records.
Configure Connection Settings
Before authenticating, you'll want to ensure that you're logged into the Gmail account for your mailbox address (e.g., firstname.lastname@example.org). Google OAuth will not work with Google Groups addresses.
Open the desired mailbox and head over to Mailbox Settings → Connection Settings.
Under the Sending Emails section, select the Use my custom outgoing (SMTP) settings option. Click on the Send with Gmail button, and then the Sign in with Google button.
Choose the Google account associated with your mailbox address or choose Use another account to sign in to Google as the mailbox address. Click the blue Allow button on the next screen to allow Help Scout to use that Gmail account to send email.
The next page will take you back to Help Scout where you will have a Sending via... confirmation stating that your SMTP settings are properly set up. Don't forget to hit the blue Save Settings button.
You can disconnect from Google OAuth at anytime by clicking on the blue Disconnect link next to the Google icon.
Can I use my own server settings?
Absolutely. If you have access to your own mail server and would like to use custom settings, just plug in the appropriate information by clicking on the Send with other SMTP button. If you're using your own settings, replies sent via Help Scout will not be synced to your Sent folder. The Sent folder syncing only works when Gmail OAuth settings are in use.
What happens if my custom connection fails momentarily, or for an extended amount of time?
Not to worry! First and foremost, we'll let you know if there's an issue. Your emails will still be sent as we default to our own mail server if we detect problems on your end.