IMAP E-Mail Integration for meetergo
Connect any mailbox over IMAP, for example at IONOS, Strato, GMX or mailbox.org. Email shows up on the contact in the CRM and, if you like, in the team inbox.
Not every mailbox lives at Google or Microsoft. IMAP connects any other mailbox to meetergo: address, IMAP server, port, username and password, ideally an app password. meetergo reads the inbox and Sent folder and files every email with a CRM contact on that contact and their deal, even when the contact is only in CC. Turn on Also send from this mailbox and you reply straight from the CRM from your own address. For support, an admin can also connect a mailbox with IMAP and SMTP as a channel in the team inbox. Passwords are stored encrypted. From the Suite plan.
Key Features
What you get with meetergo + IMAP E-Mail
Any provider
Anything that speaks IMAP can be connected. Test checks your credentials before you save.
History on contact and deal
Email from the inbox and Sent folder lands on the right contact and deal. With IMAP, addresses in CC count too.
Sending is your call
Without send permission the mailbox stays read-only. With it, replies from the CRM go out from your address.
Support in the inbox
With IMAP and SMTP, a mailbox becomes a channel in the team inbox. Replies come from your address, in the same thread.
How It Works
How to connect an IMAP mailbox to meetergo
Enter your mailbox's server details and decide whether meetergo may send too.
Open the tile
Click Integrations in the sidebar, search for email sync and open IMAP email sync. Then click Connect a mailbox.
Enter the server details
Enter your address, IMAP server, port, username and password. Use an app password if your provider offers one. Test checks, Connect checks and saves.
Decide on sending
Turn on Also send from this mailbox if you want to reply from the CRM. For the team inbox, an admin connects the mailbox under Conversations, Channels, Email settings.
Use Cases
How teams use meetergo + IMAP E-Mail
Email at your web host
Your company address sits with your web host. With IMAP the email history still lands in the CRM, no migration needed.
Freelancers with their own domain
You answer clients right from the contact, and the email ends up in your normal Sent folder.
An info address for the team
Email to info@ becomes conversations in the inbox. Your team assigns them and answers next to WhatsApp and chat.
FAQ
Frequently Asked Questions
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