Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Configuring email accounts in Creatio

Keep the entire history of electronic communications with customers in Creatio. After a simple preliminary setup, Creatio 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 Creatio

Sending emails from Creatio

Configure signature in the emails

Configuring shared mailbox

See also

Integration with email services by the IMAP/SMTP protocol

Integration with the MS Exchange and Microsoft 365 services

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