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 Webmail button to connect your email address with Bitrix24.
You'll need to specify IMAP server address and port when configuring IMAP connection. You can find these settings here:
- Exchange - only via IMAP
When connecting the email address via IMAP, make sure that your SSL certificate is valid. Self-signed certificate is not applicable. The presence of a certificate is determined automatically.
For example, let's connect Gmail address.
Click Authentication and sign in to your Google account.
Grant Bitrix24 needed access permissions by clicking Allow.
Now when the mailbox is connected, you need to configure mailbox.
Specify the time period that the system will fetch messages for - a week, a month, two or three months.
You can specify mailbox name and sender name by clicking Edit more parameters.
Bitrix24 supports sending emails via SMTP server. Just specify SMTP server address and port, login and password.
Activate 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 time 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.
Lead and contact distribution queue - specify employees that 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.
Specify employees that will be able to process messages in this mailbox.
Done! Mailbox is configured and is ready for use.
Configure "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
email@example.com 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
firstname.lastname@example.org. But if the customer responds to this email, it will go to the correct address –
If you want a customer to receive an email and have the correct sender's address, you need to use SMTP server to send emails.