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This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

Configuring email accounts in bpm’online

Keep the entire history of electronic communications with customers in bpm’online. After a simple preliminary setup, bpm’online users will be able to send and receive email messages directly from the system.

  • Add one or more email accounts. Read more >>> 

  • Configure email settings for each email account. Read more >>> 

  • Set up sending emails to customers from shared email accounts (for example company newsletter). Read more >>> 

Exchange and IMAP/SMTP settings are similar.

Contents

How to set up a personal mailbox

Email account individual settings

Receiving emails in bpm’online

Sending emails from bpm’online

Configuring email signatures

Configuring shared mailbox

See also

Integration with email services by the IMAP/SMTP protocol

Integration with the MS Exchange service

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