You can write emails, read, bind to tasks, and save them to CRM. Create a chat with colleagues or an event in the calendar based on the email. This article contains answers to frequently asked questions about mail.
You will learn:- How the "Route emails from existing clients to assigned CRM managers" works
- Why Bitrix24 sends an email to the spam folder
- Who can configure a mailbox
- Why a number is added to the email attachment name
- Why you are getting an email copy
- Why emails from subfolders aren't syncing
- Can a Bitrix24 administrator read other users' emails
- Why the "Email message has been canceled" error occurs when sending an email
- Can DKIM and SPF records be added in Bitrix24 webmail settings
- Connect your email domain
- Does Bitrix24 integrate with Yandex 360 for Business
- Why are emails sent slowly
- Can you know if a client read the email
How the "Route emails from existing clients to assigned CRM managers" option works
If an email comes from a client that already exists in CRM, it can be attached to an existing CRM form. Use the "Route emails from existing clients to assigned CRM managers" option.
If an employee responsible for a customer is specified in the Leads and Contacts distribution queue, a new email from that customer will be added to an existing CRM form.
If no responsible employee for a client is specified in the distribution queue, a new lead is created from each mail from this client. This lead will be assigned to one of the responsible employees in the queue. Several forms of one client with different responsible persons will appear in CRM.
Why Bitrix24 sends an email to the spam folder
If you add a sender to the Bitrix24 blacklist, emails from this address will automatically go to spam, even if they are in the Inbox folder in the mail service.
To remove an address from the blacklist:
- Go to Webmail - Settings - Blacklist.
- Check the box next to the address you want to remove.
- Click Delete.
Who can configure a mailbox
The owner of the mailbox can configure it. They can grant access to other employees.
- Go to the WebMail - Settings - Mailbox Settings.
- Click Add and select the desired employee in the Mailbox Access section.
Why a number is added to the email attachment name
When you attach a file that is already on the Bitrix24 Drive, a number is added to its name. This situation can occur if you have already uploaded this file, for example, to a task.
To avoid adding numbers to the file name, give files unique names or place them in different folders on the Bitrix24 Drive.
Why you are getting an email copy
Check if forwarding is enabled in your mailbox settings.
Why emails from subfolders aren't syncing
If you use folders and subfolders in your email service, such as Outlook or Gmail, emails from these subfolders won't sync with Bitrix24 Mail. To sync the necessary emails, move them to the main folders.
Can a Bitrix24 administrator read other users' emails
A Bitrix24 administrator can view emails in mailboxes they have access to. Access is granted by the mailbox owner.
Why the "Email message has been canceled" error occurs when sending an email
This error can happen for a couple of reasons:
- The recipient's address doesn't exist.
- The recipient's address is added to the blacklist.
Can DKIM and SPF records be added into the Bitrix24 webmail settings
You cannot add custom DKIM and SPF records for outgoing emails in Bitrix24 webmail settings. You can add them in your mail server settings.
To do this:
- Register your email domain.
- Set up your mail server: add DKIM records, configure SPF, and check DMARC policies.
- Connect an SMTP server in Bitrix24 for sending emails.
Connect your email domain
You cannot connect your email domain directly to Bitrix24. You can connect your domain to any email service and then set up webmail in Bitrix24.
Does Bitrix24 integrate with Yandex 360 for Business
Previously connected Yandex 360 for Business mailboxes (formerly Yandex Mail for Domain) continue to work. To connect a new mailbox, you need to:
- Create it in Yandex 360 for Business.
- Connect the mailbox in Bitrix24.
Connect mailboxes to Bitrix24
Manage mailboxes connected via Yandex.Mail
Why are emails sent slowly
If an SMTP server is not connected, emails may be delayed up to an hour. This happens because they are sent directly from Bitrix24 servers to the recipient's mail server.
To send emails faster, you can connect a third-party SMTP server.
Use SMTP server to send emails
The operation of SMTP servers is described in RFC 5321. It explains SMTP extension mechanisms and provides recommendations for modern internet standards.
RFC 5321, section 6.1, states that due to the nature of the internet and mail servers, email delivery may encounter technical issues. Therefore, delivery cannot be guaranteed.
If the issue persists, contact Bitrix24 technical support or your mail service provider.
Martha AI assistant in support chats
It is possible to use other tools like Open Channels and Telephony to communicate with clients in Bitrix24.
Connect Open Channels
Telephony connection options overview
Can you know if a client read the email
If the recipient's side does not block automatic data loading in incoming emails, a read receipt will appear in the email form.
