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Email Integrations · Email

CRM integration with email

Incoming emails become leads, and the correspondence is stored on the customer card next to messages and calls.

Included in the plan

What you get inside the CRM

Emails as leads

A message to the company address creates a lead in the funnel with an assigned manager.

Correspondence in one place

Emails, messenger chats, and calls are gathered in one history per customer.

Replies from the CRM

The manager replies to the customer from the system, with attachments, without switching to a mail client.

Nothing is lost when someone leaves

The correspondence stays with the company, not in an employee’s personal inbox.

How to connect

  1. 1

    Open Integrations and choose email.

  2. 2

    Enter the address, an app password, and the IMAP and SMTP server settings.

  3. 3

    Choose the funnel for emails from new customers.

  4. 4

    Send a test email and check that a lead was created.

If something does not work — we will connect it for you during the free trial.

Other integrations

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Connect Email to the CRM free for 14 days

We will open full access, help set up the integration, and show the system on your processes.

Workspace opens immediately · 14 days free · no card