In Raynet, you can connect your email account to the Inbox module, enabling better management and an overview of communication directly in the CRM system. This integration involves connecting your email account with the system, not having a completely new email Account. The feature is available only for accounts with the Professional, Ultimate and Enterprise plans.
Each user can connect one email account.
This article provides a guide on how to link your inbox with various email Accounts. You have several options available:
Connecting with a different email Account using the IMAP feature
Connecting with Gmail
To connect Inbox with Google's email Account, start by clicking on the Inbox section in the main menu and then on the green button Link Email to Raynet. From the menu, select the first option, Gmail.
After clicking, you will be redirected to the Google page, where you select the account you want to connect. Read the Privacy Policy and Terms of Service. Confirm your consent by clicking Continue. Then, additional pages will appear, which you confirm by clicking Allow. Once this step is complete, your Gmail account will be successfully connected to Raynet. By clicking the Continue button, you will be redirected back to Raynet, where you will complete the second stage of connecting your Inbox.
Connecting with Outlook
To connect Inbox with Microsoft Outlook, start by clicking on the Inbox section in the main menu and then on the green button Link Email to Raynet. From the menu, select the second option, Outlook.
After clicking, you will be redirected to the Microsoft page, where you select the account you want to connect. By clicking the Accept button, you confirm the Terms of Service, and your Outlook account will be connected to the Raynet Inbox. Once you click Continue, you will be redirected back to Raynet, where you will complete the second stage of connecting your Inbox.
Connecting with different email Account using IMAP
If you don't use Gmail or Outlook, you will need to use the IMAP protocol to connect your email account. To set up the connection, go to the main menu, click on the Inbox section, and then click on the green button Link Email to Raynet. From the menu, select the third option, Other...
A window will appear with your login email address pre-filled. You can modify the address if necessary and then click the green Continue button.
In the next window, a pop-up window will appear, where all fields should be pre-filled except for the password, which you need to enter manually. If the IMAP and SMTP fields are not pre-filled, we recommend contacting your IT department or finding this information in your email Account settings. Once you click the Continue button, you will be redirected back to Raynet, where you will complete the second stage of connecting your Inbox.
Important: For security reasons, we do not allow unsecured servers to connect.
second stage of connecting your Inbox
You need to choose how email synchronization will work. You can choose between fully automatic mode and manual mode.
What does Raynetting mean, and how does manual mode differ from automatic? This is explained in detail in a separate article.
Next, you select whether you want to sync all folders from your email account or only selected folders. This option allows better management of which emails are imported into the system, ensuring you have an overview of only relevant communication. The maximum number of folders is 20.
Important: The Spam / Junk, Drafts, and folders used only for organizing other folders are not synchronized to Raynet. Synchronization also does not support shared folders and works only with your personal mailbox.
The final step in the process is selecting the date from which you want to import
existing emails from your email Account. You can go back up to one year and import
all messages. If there are more than 5000 emails, the system
will prioritize the most recent emails.
Complete the process by clicking the Start Sync button, which will redirect you to the Inbox module, where you can monitor the sync progress in the upper right corner. If you are transferring a large number of emails, synchronization may take several minutes.