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No matter how much you love them or hate them, emails are an absolutely necessary tool for nowadays business operations. Whether you are working on marketing, sales or as a manager, all import information is usually shared by email.

For such reason, amoCRM has developed a unique 2-way sync that makes it easier and faster for you and your crew to work. By adding your inboxes to amoCRM, all your correspondence will automatically be synchronized, allowing you to send, reply or even delete emails without the need to visit your email provider. Yeap. Forget about jumping from tab to tab.


How to setup your email account?

Unfortunately, there is not a single answer to this question. Depending on the different email providers, instruction might vary slightly. However, in general, the process consist of 5 steps:

  1. Go to the “Email” section in the vertical menu on the left side of your screen

  2. Press the “More” button on the upper-right side of your screen

  3. Add your email address and press “Continue”

  4. Accept Terms and Conditions

  5. And finally define the parameters for your email within amoCRM

When setting up your inboxes, keep in mind that you decide whether to share access to them or keep your messages private. For example, corporate inboxes can be visible to other team members, while your personal email can be only accessed by you.

Wait… you’ve changed your mind and set your email account as “Shared”. Don’t sweat it! You can modify the type of access granted with only a few clicks.

  1. Go to the “Email” section in the vertical menu on the left side of your screen

  2. Press the “More” button on the upper-right side of your screen

  3. Click on the account you need to modify and change “Shared” to “Personal”

  4. Press “Save” and that’s pretty much it!

Fine. You are a security freak and you think the best way is NOT to add your inboxes to amoCRM platform. Fair enough… Of course, we have an alternative for you.

  1. Go to the “Email” section in the vertical menu on the left side of your screen

  2. Press the “More” button on the upper-right side of your screen

  3. Check the list “Special amoCRM Email Addresses”. By simply CC/BCC these emails in your regular correspondence with leads or clients, lead cards and updates can be automatically done in amoCRM.

Not so fast cowboy. One more trick you want to keep under the sleeve: templates. Yeap. Because you know… time is limited and you cannot send everyone a made-to-measure email. Instead, you can use customizable templates to answer quickly and effortlessly your leads, without losing that personal touch.

Now let’s move to the important part: sending an email. It’s pretty intuitive to be honest.

  1. Go to the “Leads” section

  2. Open a Lead Card

  3. On the bottom right side of your screen select “Email”

  4. Write your email or select the desired Template and hit Send!

  5. The sent email can be acceded in the feed anytime