Individual
Sending an Individual Email
From any contact or lead detail page:
1Click Send Email in the header action buttons.
2The email composer opens with the recipient’s email pre-filled.
3Choose a template (optional) or write your email from scratch.
4Review the subject and body — variables are previewed with real values.
5Click Send.
✓ The email is delivered immediately and logged on the contact’s activity timeline.
Bulk
Sending Bulk Emails
To send the same email to multiple contacts or leads:
1
Filter your list
Go to Contacts or Leads and apply filters to target the right audience (e.g., Stage = Nurturing, Source = Website Form).
2
Select records
Check the box in the list header to select all records matching your filter, or select individual records manually.
3
Send email
Click Actions → Send Email. Choose an email template. Preview the email with sample variable values.
4
Confirm and send
Review the recipient count and click Send to X Recipients. Emails are queued and sent over the next few minutes to avoid spam triggers.
⚠️Bulk emails are sent to all selected recipients, even those you may have recently emailed. Check for contacts already in active automation sequences before sending a manual bulk email to the same group.
Connect
Connecting Gmail or Microsoft 365 (Recommended)
🔐 If you use Gmail, Google Workspace, Outlook, or Microsoft 365, connect your account with a secure sign-in instead of entering a password. ParsaLink sends through your own mailbox, so sent emails appear in your Sent folder and are signed by your provider.
1
Gmail / Google Workspace
Go to Settings → Email Accounts and click Connect Gmail. Sign in with Google and approve access. Your Gmail address is added as a sending account automatically.
2
Outlook / Microsoft 365
Go to Settings → Integrations and connect Microsoft 365. Your Outlook address is added as a sending account automatically.
📌For Google, ParsaLink requests only permission to send email. It never reads, modifies, or labels your inbox. To bring replies into the CRM, see Email tracking. Disconnecting the integration removes the sending account. See Google Workspace and Microsoft 365 for details.
SMTP
Configuring SMTP
📧 SMTP lets you send through any other email provider or relay (Mailgun, SendGrid, your hosting provider, etc.). For Gmail or Microsoft 365, connect the account as described above instead.
Go to Settings → Email Accounts, click Add Email Account, and configure:
| Setting | Value |
|---|---|
| Account Name | A label for this account (e.g., Work Email) |
| Email Address | The address recipients see emails come from |
| Reply-To Address | Optional — where replies should go, if different |
| SMTP Host | Your provider’s SMTP server (e.g., smtp.sendgrid.net) |
| SMTP Port | 587 with TLS, or 465 with SSL |
| SMTP Username / Password | The credentials your provider gives you for SMTP |
| Use TLS / Use SSL | TLS is recommended; pick whichever your provider requires |
🔌 After saving, send a test email from the account to confirm the settings work.
Gmail over SMTP (not recommended)
Use
smtp.gmail.com on port 587 only if you can’t use Connect Gmail. It requires an App Password from your Google account security settings (2-Step Verification must be on, and Workspace admins can disable App Passwords). Never use your regular Google password.Microsoft 365 over SMTP (not recommended)
Use
smtp.office365.com on port 587 only if your Microsoft 365 admin has enabled SMTP AUTH for your mailbox — Microsoft disables it by default. In most cases, connect the Microsoft 365 integration instead.Other SMTP Providers
Any provider that offers SMTP works (SendGrid, Mailgun, Postmark, your web host, etc.). Use the SMTP credentials from your provider’s dashboard, and set the Email Address to an address on a domain you’ve verified with that provider.
SES
Configuring Amazon SES
☁️ Amazon SES is a high-volume, cost-effective sending option suitable for workspaces sending thousands of emails per month.
Go to Settings → Email → SES and enter:
| Setting | Value |
|---|---|
| AWS Access Key ID | From your IAM user credentials |
| AWS Secret Access Key | From your IAM user credentials |
| AWS Region | us-east-1 |
| From Email | A verified SES email address or domain |
| From Name | The name recipients see |
1Verify your sending domain in AWS SES (add TXT and DKIM records to your DNS).
2Create an IAM user with
ses:SendEmail and ses:SendRawEmail permissions.3Request production access from AWS to send to unverified addresses (sandbox mode only allows verified emails).
📌Once SES is configured, all emails sent from ParsaLink — including automation emails — will route through SES. Monitor your SES sending metrics in the AWS console to track bounce and complaint rates.
Tips
Email Deliverability Tips
✓Use a custom domain — Sending from
[email protected] is far more trustworthy than a generic provider domain.✓Set up SPF, DKIM, and DMARC — These DNS records authenticate your emails and significantly reduce the chance of landing in spam.
✓Warm up new domains — Start with small send volumes and gradually increase over 2–4 weeks when using a new domain or SES account.
✓Keep lists clean — Use suppression lists and regularly remove hard bounces to protect your sender reputation.