In Bitrix24, you can send email messages right from CRM. Message history is saved to the corresponding CRM item form.

Efficiently handle emails in CRM: read, send, and forward them. Also, attach files to your emails and create activities from them so you will not forget to contact your client later.

Send email messages from CRM item form

To send an email from CRM:

1. Open the needed CRM item form.

2. Click Email in the timeline section.

   

3. Enter the email subject and text.

4. Specify the copy recipients and attach files to your email if needed.

   

How to understand if the message was read or not

It is important to know not only that the recipient got your message but also read it. You can open an email in the timeline to view this information.

Use email templates

If you usually send similar emails to share company details or invite your clients to events, you can use email templates.

To send the same email to different clients, create a new message for each person. This way, when clients reply, their answers will go to their item forms in CRM.

If you forward emails or reply to them, those emails and any replies from clients will go to the CRM item where the first email came from. This happens whether you send emails from Bitrix24 or directly from your email app.

View incoming email messages in CRM item form

If you enable the CRM integration option in your mailbox settings, incoming emails will appear in the corresponding CRM item form.

All incoming messages can be found in the timeline of the CRM item form. Each incoming email creates an activity, so you won't miss a message from a client. Such an activity is highlighted in yellow. To complete it, check the box in its upper left corner or schedule a new activity right there.

If you read an email directly in your mailbox, Bitrix24 won't send a notification. However, the email will still be saved in the CRM item form.