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How to send emails from CRM

First, make sure you have configured CRM Email Integration (Connect Company Email).  After that, you can create email templates. Now you are ready to send email messages right from Bitrix24 CRM.

Where To Send Emails From In Bitrix24

  • From the CRM record page (lead, contact, company, deal) - click on Email option to open the New Email form.

  • From CRM records List view - to particular record:

          - or to group of records with the help of group actions menu located below the list.
  • From CRM Activity Stream

  • From Kanban view - navigate to record card & click on Email icon:

  • From CRM My Activities page

New Email Message Form

A Send Message form allows to:
  • select email template
  • add recipients form existing CRM records 
  • add Copy (CC) & BCC recipients
  • add message subject
  • add & format message text
  • attach files
  • connect message to one of existing deals

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