Integrate all your existing email accounts to automatically associate client emails to their cases, regardless of which email account they sent you messages.
Multi-email support also allows you to monitor all client emails across your team's emails to ensure no communication gets left behind.
How to Integrate Emails
Click on Settings > Integrations in the left navigation bar:
Click on Connect under the Email icon.
Click on the Email Provider dropdown menu to select the email provider you want to configure.
After setting up your email provider, enter your email address and specify if this will be your default email account.
You also have the option to assign a member to the newly configured email address by clicking on the Assign Team Member field.
Click on Continue to continue and you should get a confirmation message.
Once configured, simply go to Client Case Record and any emails associated with that client will be displayed under the Case > Communication, and can be filtered using the Email button.
Gmail/ G-Suite
1. Start by choosing Gmail or G-Suite as your provider.
Note: Gmail and G-Suite are operated by the same email provider.
2. It is important to protect your account with 2-Step Verification and setup an App password before continuing to the following steps:
To setup 2-Step verification, please follow these steps:
Open your Google Account.
In the navigation panel, select Security.
Under “How you sign in to Google,” select 2-Step Verification. If you have not enabled 2-Step verification before, you will be prompted to do that on the next step.
To enable 2-Step verification, click on Turn on 2-Step Verification.
Tip: If you use an account through your work, school, or other group, these steps might not work. If you can’t set up 2-Step Verification, contact your administrator for help.
Verify it’s you with a second step
After you turn on 2-Step Verification, you must complete a second step to verify it’s you when you sign in. To help protect your account, Google will ask that you complete a specific second step.
💡You should see the following once you've successfully enabled 2-Step Verification
3. Your next step is to set up an App Password
To do this, start by clicking the link above.
You may be prompted to sign into your Google Account and then you will be redirected to the App Password page.
If you have not created any App password before, you will be prompted to create one.
In the textbox, enter the name of the app. In this example we used CaseEasy.ca.
💡Once you have created the app password, copy the text in the box. This will be used shortly.
4. Once you have successfully created your app password, enter it in the App Password field.
Office365
Start by choosing Office365 as your provider.
Enter your Office365 email and click Continue. You will be taken to the Microsoft Online login prompt where you will need to enter your login credentials.
Once logged in to your Office 365 account, you will be prompted to grant CaseEasy CRM access to your email address. Click yes to continue.
You will be taken back to the CaseEasy Email Integration Page.
Click Continue to successfully integrate your Office365 account.
Zoho
Select Zoho as your email provider.
Input your email address and your Zoho password.
In your Zoho account, ensure your IMAP/SMTP settings are enabled. To do this, https://www.zoho.com/mail/help/imap-access.html
Once you have entered the necessary details, click Continue to successfully integrate your Zoho account.
