Help · Connect (CRM)
How to capture customer e-mails into Connect
Bring customer e-mails into the Connect timeline from your own mailbox (IMAP) or a forwarding address; unmatched e-mails can be linked to a lead or turned into one.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Open Connect → E-mail capture.
- Choose Mailbox (enter your IMAP server, user and an app password) or Forwarding address (copy the address and set up forwarding in your mail).
- Press Test; once connected, new e-mails appear on the matching lead or customer timeline.
- Review Unmatched e-mails: link each to a lead or customer, or create a new lead.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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