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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Setting up an email account of a pre-configured provider

You will need integration with email provider to add email account. By default, Creatio is integrated with the following email providers:

  • AOL

  • GMail

  • Mail.ru

  • Office 365

  • Yahoo

  • Yandex.ru

  • Zoho.

If you use another provider, you will need to set up synchronization by the IMAP/SMTP or Exchange protocol. This setting is performed by a system administrator.

To configure email account of a pre-configured provider:

1.Open the [Email] tab on the communication panel, then click btn_detail_menu00001.png and select [New email account]. As a result, the email account authentication window will open.

2.Enter email address and click the [Next] button. The email provider will be identified according to the domain name.

If the provider was not identified automatically, a window will open, where you will be able to specify the provider manually (Fig. 1). As a result, the connection parameters of the new mail provider will appear in the [Email providers domains] lookup. Creatio will recognize the provider by the domain name when setting up new mailboxes.

Fig. 1 Selecting email provider for synchronization

scr_chapter_imap_synchronisation_providers_list.png 

3.Enter a password and click [Sign in] (Fig. 2).

Fig. 2 Signing in a mailbox account

scr_chapter_imap_synchronisation_auth_formt.png 

As a result the email account with default parameters will be created. You will get a notification from which you can start downloading emails to the application o access the additional account settings (add signature or change mail download period).

See also

Setting up the Gmail account

Setting up an email account on the corporate domain

Email account individual settings

Integration with email services by the IMAP/SMTP protocol

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