2

I cannot specifically find this information, so therefore the question.

We would like to know if civicrm integrates with say external email accounts so that emails received from constituents into our normal email accounts are automatically recognised and mapped to the constituent record so that emails sent and received can be viewed within the civicrm as part of the constituent activity.

Wayne

1
3

Civi has integrations for GMail and Outlook 365, but also has a feature Pete mentions in the comments called "Inbound Mail". This works with all mail systems, and is also more seamless than the integrations.

The official integrations are for having LESS automation - e.g. if two people have the same email address, it will pop up a box to let you choose, while the automated method picks the first matching contact it finds. Or let you use CiviCRM as an address book. You may still want them.

For what you want, I would set it up like this:

  • Create a new mailbox at your organization, e.g. "civicrm@example.org".
  • Set a filter in your mail program to automatically forward (or better, redirect) a copy of each email to this new mailbox. Note you can tweak your filter to exclude certain types of mail (e.g. listservs).
  • Configure CiviCRM to check this mailbox (Administer menu >> CiviMail >> Mail Accounts, then Add Mail Account). Exact directions are in the documentation linked by Pete. Also be sure to read about permissions for users to edit inbound emails - this is new in Civi 5.31+.
  • Make sure the Process Inbound Mail job is turned on in Scheduled Jobs (Administer menu >> System Settings >> Scheduled Jobs).
  • If you need further customization, it can be done through extensions. E.g. this extension was written for an organization that wanted two inbound email addresses, and emails sent to the second address were restricted to privileged users.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.