Alexa ConvergeHub IMAP Integration, Getting Emails Become Easy

IMAP – ConvergeHub Integration

IMAP is an email protocol by which your email account can be configured in ConvergeHub CRM. It helps to manage the email conversation between your customers within ConvergeHub CRM.

DocuSign Features

IMAP Features

By integrating IMAP with ConvergeHub, you can easily and seamlessly connect any email provider of your choice with ConvergeHub, and start sending emails in minutes directly from inside ConvergeHub CRM platform. All these emails will also appear in your regular email inbox. This functionality also works the other way round, whereby any emails sent from more than one email clients (like Gmail, Outlook, etc.) will automatically appear in ConvergeHub.

convergehub integration

Fully Integrated Email Solution

With IMAP you can seamlessly connect any email provider of your choice with ConvergeHub CRM and initiate sending emails directly from inside ConvergeHub. These sent and received emails will also appear in your email inbox and sent folders of the email clients. Integrating IMAP with ConvergeHub CRM helps you to find a single view of all your email correspondences tied to your lead, contact, and account inside ConvergeHub.

Quickly create new lead from new opportunities

You can create new leads, contacts, tasks, account, and events from any new email ID from a customer instantly after receiving the mail. This helps in saving time from manual entry and increase conversion opportunities.

convergehub integration
convergehub integration

Associate the email with Lead or account

You can associate new email ID from an existing customer and thereby experience a superior tracking ability for your deals and opportunities.

Setting up IMAP Integration in ConvergeHub

1. Navigate to “App Store” or simply search “IMAP” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2. Navigate to “Emails” to add new email

To add new email using IMAP, navigate to the email’s sub-menu listed under Activities menu. Next, click on “+ Add New” in left panel which will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3. Setting up IMAP account

In the pop-up window, select IMAP option, which will open up an IMAP Settings window. Input the mail server settings for your account with the Email ID and Password, and then click on Save.

convergehub integration
convergehub integration

Optional: The settings can be checked using “Test Account Settings”

The IMAP Setting, which has been added, can be checked using “Test Account Settings”.

IMAP Integration How-To

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