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Auto Forward Emails from Individual & Group Mail Boxes

Bindu Rekha Babu

14 Sep, 2021 - Updated 1 year ago

To use Inbox or Mailroom feature in Vtiger, you will need to first verify that you are the rightful owner of the email address. After that formality is taken care of, you can auto-forward your emails to Vtiger. The steps to auto-forward emails are slightly different for Individual email boxes, and for Shared (Group) email addresses.

How to auto-forward emails

Please follow the steps on how to configure Outgoing Emails.

Autoforwarding Emails in Vtiger CRM - Part 1

Click the icon to watch the video

Please follow the steps to configure auto forward credentials

Click on Settings
Click on Configuration in the left side menu
Click on Outgoing emails
Click on Edit in the top right

Follow the steps below to configure your email box

Forwarding emails from Individual Email boxes

Gmail

Go to Settings in Gmail and click on the Forwarding and POP/Imap.
Click on Add a forwarding address button.
In the pop-up, add your Mailroom address and click Next.
You will be receiving an email with a verification code to your Mailroom.
You can access it by clicking on See your forwarded emails button.
Enter the code in the verification field and click on Verify button.

Once verification is done, the incoming emails will be sent to your Mailroom.

Hotmail

Click on on the top right of the screen
Click on label “Options” from the drop down
Under “Managing your account” section, you will find option “Email forwarding” click on it
Select the Radio button “Forward your mail to another email account” and enter forwarding email id in the provided text field.
And you can save the copy of incoming email to your inbox and select “Keep a copy.” checkbox.
Click on “Save” button and exit.

Yahoo

Note!: Currently, Yahoo doesn’t have an option to auto-forward an email.

Yandex

Click on the settings
Select option “Message Filtering”.
Now click on “Create Filter” button
Then after selecting an incoming option on mail to react, click on “Would like to continue?” label which will ask for the password before entering forwarding email id
Save the copy of the link by selecting “Save copy” checkbox
Next, click on “Create filter” button
A confirmation email will be sent to your forwarding email id.
Copy and paste the confirmation link and click on “confirm forwarding” to activate forwarding.

Office365

Click here to view the setup procedure

Forwarding emails from Group Mailboxes

This is much simpler. If you have created an alias/group (ex: sales@grasspods.com) and added individual members of the team to this group, then you need to add the vtiger mailroom address as another member of the group. All emails sent to this group will be received by Vtiger and will appear in your Group Mailbox in Vtiger.

Gmail Group

Click here to view the setup procedure for auto-forwarding from Gmail Group account.

Yahoo Group

Click here to view the setup procedure for auto-forwarding from Yahoo Group account.

Office365 Group

Click here to view the setup procedure for autoforwarding from Office365 Group account.

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