Bitrix24’s CRM Email Integration option manages email correspondence with contacts, companies, deals and leads and can receive and append incoming email to the appropriate CRM record.
How To Connect
- Fill fields required for connection - external email address, login & password, pop3 server & port.
- Set how often the system will check for new messages (e.g. every 3 minutes).
- Configure Incoming Mail Processing - activate Create Lead For Unknown Sender option if you'd like the system to automatically created new leads from unrecognized email addresses. You can also set default responsible person for all new leads created form email here.
- Configure Outgoing Mail Processing - you can select where & whether to add service code to the email in order for the system to proceed it.
In case you fail to connect your mailbox to Bitrix24 CRM, please check your mail account security settings & try to allow access for less secure apps.
Saving incoming emails in the CRMBitrix24 allows to save emails received by integrated mailbox to the CRM records. This integration is based on Send&Save email integration technology.
After CRM email integration is configured, all emails sent to the integrated email address (e.g. email@example.com) will be forced to Bitrix24 CRM. Here is how these new emails will be processed in Bitrix24:
Emails received from unknown sender
User who has been configured as default responsible person for new email leads will get a system notification:
New lead source will be automatically set as Email. The email itself will be attached to the lead & can be found under it's Stream, Activities & History:
All new incoming emails are automatically recorded to the CRM & can be found under Activities section at any time:
Click on it to open. Inside the email activity form you can perform several cations: reply to the message, forward it, mark as spam or delete:
Your replies to this email will be recorded as well, you can always find them on the CRM records page:
Emails received from CRM clients addresses
CRM record's responsible user will get a notification about a new incoming email with lead, contact, company or deal reference:
The email can be found at CRM record page Stream, Activities & History:
Open email activity to access such options as reply, forward, mark as spam or delete message:
Both incoming & outgoing emails related to this record will be saved inside record's details page:
You can always find saved CRM email activities under CRM > Activities & see emails history from CRM > History.
Emails received from account users emails
1. Email Message Text - if it has any email address associated with CRM records:
- if yes (email text contains email address associated with one of your CRM records) - this email will be connected to it. The employee who has forwarded this email will be shown as activity responsible user, even if the CRM record itself has a different responsible person. This will help to identify who of your employees has forwarded this email to the CRM.
- if not (email text contains email address which is NOT associated with any of your CRM records) - a new LEAD is created. In this case the employee who has forwarded this email to Bitrix24 will automatically become this lead responsible user.
2. Email Message Title - if email title contains a construction like [LID#1] - this email will be connected to the identified CRM record. In this case the presence \ absence of email address in the message text won't matter.
When does this option come in handy? For example, you've received an email to your personal mailbox not integrated to the CRM & you'd like to attach this email message to the existing CRM record. To attach email to the existing CRM record, you need to forward the email from your inbox to the CRM integrated email address with a construction in email title:
- [LID#123] - for leads, where number is a lead ID.
- [CID#123] - for contacts, where number is a contact ID.
- [COID#123] - for companies, where number is a company ID.
- [DID#123] - for deals, where number is a deal ID.