{"id":1424,"date":"2024-11-18T15:15:56","date_gmt":"2024-11-18T15:15:56","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&p=1424"},"modified":"2024-11-19T14:56:51","modified_gmt":"2024-11-19T14:56:51","password":"","slug":"leads-email-integration","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/leads-email-integration\/","title":{"rendered":"Leads email integration"},"content":{"rendered":"
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Leads email integration is powerful Xodox feature who allow you to integrate leads from your email address. You can set up email forwarder<\/a> from any form you are using and you will get the leads into the CRM.<\/p>\n

Eq. You are using 4 forms on \u00a0different websites, you set in your cPanel forwarders when you receive an email from\u00a0any of these forms to forward to the leads email which you have set up in Setup -> Leads -> Email Integration<\/strong><\/p>\n

This feature is very sensitive so make sure you read the explanation carefully.<\/strong><\/p>\n

Its recommended to start with a new brand email for this feature which will be used only for leads integration forwarding. No replies, composing emails from this email account. Meanwhile, it\u2019s your responsibility for the unwanted results.<\/strong><\/div>\n

Navigate to Setup-> Leads -> Email Integration<\/strong>.<\/p>\n

By default, this feature will be inactive. When you configure the email integration you can set to active so the cron can process emails if any found.<\/p>\n

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  1. IMAP Server<\/strong> \u2013 Your leads email IMAP Server.<\/li>\n
  2. Email address<\/strong> (Login)<\/li>\n
  3. Password<\/strong><\/li>\n
  4. Encryption<\/strong> (SSL\/TLS\/No Encryption)<\/li>\n
  5. Delete email after import \u2013<\/strong>\u00a0If you check this option the mail will be deleted after a successful import.<\/li>\n
  6. Auto mark as public<\/strong> \u2013 Auto mark this lead as public, public leads are visible to all staff members.<\/li>\n
  7. Folder<\/strong> \u2013 Default is INBOX \u2013 If you are using Gmail you cant change to\u00a0ex. Social, forums, update leave it to INBOX<\/li>\n
  8. Check Every (minutes)<\/strong> \u2013 The cron will check for new emails every X minutes you set up here. Its recommended this field to be bigger than 10 minutes. Don\u2019t hard change in the database.<\/li>\n
  9. Only check none opened emails<\/strong> \u2013 By default the cron will check only none opened emails. After checking the email will set this\u00a0email as opened so the next time won\u2019t be checked.<\/strong>\u00a0This is used to prevent checking\u00a0all the emails again and again in each cron run. Example if you have 40000 emails there the CRON will be very slow and you won\u2019t be satisfied with the results. In this case, if this field is checked everything will work fine.<\/li>\n
  10. Default Source<\/strong> \u2013 After lead importing add source<\/a>. Ex. Email Integration<\/li>\n
  11. Default Status<\/strong> \u2013 The default status<\/a> to be assigned after import<\/li>\n
  12. Responsible for the new lead<\/strong> \u2013 auto assigns responsibility for this lead.<\/li>\n
  13. Notify when lead imported<\/strong> \u2013 Do you want to be notified when new lead is imported from the email integration<\/li>\n
  14. Notify if lead sends email multiple times<\/strong> \u2013 This is used when a lead send email multiple times. Ex. the lead sends an email and is imported after that send another email but the lead already exists in the database so when viewing this lead on the right side you can view all emails from this lead send. If this option is checked and lead sends multiple emails you will be notified.<\/li>\n<\/ol>\n
    \u00a0If the lead is with status CLIENT nothing will happen and no email will be saved in the database.<\/strong><\/div>\n

     <\/p>\n