Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Webforms in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

Feature Availability 

Vtiger Editions: One Growth | One Professional | One Enterprise

Introduction

The 2-way sync, as the name states, sync emails between Vtiger and IMAP providers. You can exchange emails with your customers using Vtiger or other email clients without losing continuity.

Main Benefit of 2-way sync

Access your email threads in both email clients and Vtiger without losing any conversation. Auto-attachment of the emails to the related contacts or leads records.

Setting up My Mailbox 

Note: If you have already configured My Mailbox in Inbox, please delete your mailbox to set up a 2-way sync.

Step 1: Set up My Mailbox with a 2-way sync

Follow the below steps to set up My Mailbox with a 2-way sync:

1. Log in to the CRM account.

 

2. Click the Inbox icon on the top-right corner of the screen.

3. Click the Setup My Mailbox button.

4. Click Go on the 2-way sync tab.​

5. Enter the email address.
6. Click Proceed.
7. Sign in to your account. 

8. Click Allow.

Step 2: Set up Folders

Follow these steps to set up My Mailbox:
 

9. Select folders to sync to My Mailbox.
10. Select the Time period from when you want to sync emails:
    1. Now: Sync starts for the emails from the current time.
    2. 1 month ago: Sync starts for the emails from 1 month ago.
    3. 3 months ago: Sync starts for the emails from 3 months ago.
    4. 6 months ago: Sync starts for the emails from 6 months ago.
11. Enable the checkbox to mark incoming emails as private by default.
12. Provide consent by enabling - I understand that emails will be delivered via Outgoing server configured by your administrator if Vtiger cannot connect to my mail account checkbox. 
13. Click Save.​

Note:

• You can not edit the period selected once you create the mailbox.
• The Archive and Create option works for the past emails only during the 1st time sync.
• For new emails, you need to add mailroom actions to archive and create.

Mailbox Settings

 

1. Click other tabs to navigate through My Mailbox, Group Mailbox, and Automate Tasks.
2. Click Manage folders to enable other folders.
3. Click Delete Mailbox to delete My Mailbox permanently.
4. Click Disconnect my account to remove sync between Gmail and Vtiger.

 

My Mailbox view

In My Mailbox, the folders given by the service provider sync to the Open folder.

Note:

• A draft email in Vtiger containing links/merge tags shows the same content in the draft folder of the email client after syncing. However, the links and merge tags do not work in the email client.
• Comments added to an email from CRM are not displayed in the email client.
• Touchpoints and email engagements get updated.
• When you compose an email from Inbox, the ‘My Mailbox’ address gets selected for the ‘from email address’ field.
• Queuing of emails to send is removed.
• Emails sent from Workflow>Send Email action, Case Replies, and Internal Tickets are linked to the ‘Sent’ folder.
• The option to move email to My Mailbox is restricted.

Drafting an email with an inline image

• Draft an email with an inline image in an email client.
• Modify the draft in the email client and save it as a draft.
• Open the same draft in CRM, and you can see the inline image is displayed as an attachment.

Including an email signature

• Enable ‘include signature’ in CRM.
• Draft an email from the email client.
• Open the same draft in CRM, and you can see that the signature is not included.

Attaching a file above the maximum limit

When you send an email from CRM with an attachment exceeding the size supported in the email client, you receive a bounce alert email.

Deleting and restoring emails

• By default, the emails in the trash folder are not synced at the 1st time sync.
• Permanent deletion of an email gets synchronized.
• Delete a draft from the email client.
• On opening the deleted draft in Vtiger, you are alerted to restore the email to view it.

Limitations

1. IMAP email client’s folders are not shown in CRM.
2. You can send emails from an email client to a contact who has chosen email opt-out.
3. When you change your email client account’s password, the Vtiger disconnects the email client 2-way sync from My Mailbox. You receive an email notification and have to configure 2-way sync right from the beginning.
4. Actions performed on past emails in the email client do not sync to Vtiger.
5. Vtiger Inbox includes an email moved to the trash in the email client.
6. Renaming a folder in the email client stops the synchronization.
7. Email drafted in other folders of the email clients doesn’t sync to the CRM.
8. Email drafts of Office 365 do not sync to the CRM.