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Email

Connect an email mailbox

Configure sending and incoming replies together.

Where to go

Admin → Integrations → Email

Connect an email mailbox — actual CRM demo screen
Actual CRM 0.53.1 screen with fictional demo data. Click to enlarge; follow the numbered steps below.

Step by step

  1. A company Main Admin or 2nd Admin opens the Email connection and chooses the provider.

  2. Use Gmail/Microsoft authorization when available and configured, or enter your provider’s SMTP and IMAP details.

  3. Enter the actual mailbox address and the provider-approved password/app password. Match port and TLS mode exactly.

  4. Save the connection. Setup verifies outgoing and incoming login before activating it.

  5. Send a controlled test to an address you own. Reply from that address and confirm the permitted buyer conversation receives it.

Demo example

Demo placeholders: sender@example.invalid; copy server, port and security from your real provider, not from these placeholders.

FAQ

Does SMTP alone connect incoming replies?

No. Reply sync also requires the configured incoming mailbox/provider connection.

Read related guide →
Should I use port465 with direct SSL/TLS?

For a provider that specifies SMTP465 with SSL/TLS, match that direct TLS setting. Use your provider’s exact port/security instructions.

Read related guide →
Can any mailbox use my usual account password?

No. The provider may require an app password or OAuth authorization. Follow its approved connection method.

Read related guide →

Reviewed 10 October 2026 · CRM 0.53.1