Although there are messengers and social networks, email is still a popular way to communicate with clients, partners and colleagues.
Bitrix24.Mail is connected with CRM, Tasks and Calendar. Process mail, create leads in one click and create tasks by connecting your email address with Bitrix24!
How it works
Click the Webmail button to connect your email address with Bitrix24.
You'll need to specify the IMAP server address and port when configuring the IMAP connection. You can find these settings here:
- AOL.com
- Gmail.com
- Yahoo.com
- Msn.com
- Comcast.net
- iCloud.com
- Office365
- Outlook.com
- Exchange (only via IMAP)
For example, let's connect Gmail mailbox.
Click the Authentication button and sign in to your Google account.
Grant Bitrix24 needed access permissions by clicking Allow.
Mailbox settings
Now when the mailbox is connected, you need to configure it.
Specify the period that the system will fetch messages for - a week, a month, two or three months.
You can specify the mailbox name and sender name by clicking Edit more parameters.
Bitrix24 supports sending emails via an SMTP server. Just specify the SMTP server address and port, login, and password. However, the SMTP settings may contain a different number of fields depending on the connection provider. Full settings for SMTP (server, port, login, password) are available only when you connect your mailbox via IMAP.
CRM integration
Activate the Link to CRM option and all the messages will get to CRM.
By default, Bitrix24 automatically creates a new lead for each new incoming message and creates a new contact for each new outgoing message. Also, you can specify the period that Bitrix24 will process messages for.
You can specify email addresses that Bitrix24 will create a new lead for each new incoming message for.
In the Lead and contact distribution queue field, you can specify employees who will work with new leads and contacts in CRM. New leads and contacts are distributed evenly, exactly as users are enqueued and it doesn't matter if the user is online or not.
Mailbox access
Specify employees that will be able to process (read, compose, delete) messages in this mailbox. In our example, we grant access to all the employees of the Sales department.
Configure folders
Finally, you can configure folders for synchronization. Check the boxes next to the folders' names that you want to be synchronized and configure folder rules. Click Save.
Done! The mailbox is configured and ready for use.
Configure the "From" address
When sending emails from Bitrix24, customers receive these emails with noreply@account_address. But if you reply to this email, the recipient's address will be substituted correctly, and the email will go to the correct recipient.
For example, an employee Paul Smith connected a mailbox smith@mail.tld to Bitrix24 (company.bitrix24.tld) and sent an email to the client. The client will receive an email from Paul Smith with the sender's mailing address noreply@company.bitrix24.tld. But if the customer responds to this email, it will go to the correct address – smith@mail.tld.
If you want a customer to receive an email and see the correct sender's address, you need to use an SMTP server to send emails.
Disconnect mailbox
Select the needed email address from the list and open the Mailbox settings:
To disconnect the mailbox, click Disable.
