Mail: how to synchronize your inbox

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We often say here and on our YouTube channel that the biggest advantage of Bitrix24 is that it has integrated solutions. A very mundane example: think about how much harder life would be if supermarkets hadn’t been invented. Some people don’t like it (myself included), but if we had to do our shopping at the grocery store, then at the bakery, then at the butcher, then at the pharmacy, we would spend more time, energy and money. There’s no denying that splitting up your shopping isn’t very productive.

It's the same at work. There's nothing better for team productivity than having everything in one place. Keeping the most important activities centralized in a single system saves money.

Bitrix24 Email

Bitrix24.Mail is incredibly functional
With the latest Bitrix24 updates, your email inbox has become smarter. From there, you can feed your CRM software , create tasks, start a chat, and even schedule events. In addition, you can use the process automation module for routine tasks. This way, the system works for you.

But before you can optimize all these activities, you need to synchronize your email saudi arabia telemarketing data with Bitrix24. To clear up any doubts, we have prepared this tutorial in Portuguese.

Sync your inbox(es)
To access your messages directly in Bitrix24, click on “Email” in the side menu. The system will show you the main provider options. If yours does not appear on the screen, try synchronizing via IMAP.

Bitrix24 Email

Click “Authentication” to log in to your email account. The provider’s security settings will appear next. At this point, you should allow Bitrix24 access and click on the email address that appears

Bitrix24 Email

Bitrix24 Email

On the next screen, you will configure the time interval between email checks, the mailbox name and the sender you will use. You will also be able to choose an SMTP server. If this is the case, enter the server address, login and password.

Please note that some settings may be available only to users of a Bitrix24 Premium account.

Bitrix24 Email

Bitrix24 Email

READ ALSO: Projects, tasks and the advantages of managing them in an integrated platform

Connecting your CRM
By enabling “Link to CRM”, you allow incoming emails to generate leads or contacts in your sales funnel , as well as choosing the consultants and salespeople responsible.