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Beagle Software
All topics 35

Email integration

Inbox

Sales mail in BeagleCRM

Connect your sales inbox via Google OAuth, Microsoft OAuth, or IMAP. Inbound sales mail appears in the Inbox alongside your customer records, so you can read threads, reply, forward, compose new messages, and link conversations back to your CRM data without leaving BeagleCRM.

The shared inbox showing folders (Inbox, Sent, Drafts, Archive, Trash), All/Unread/Starred filters and a message list with senders, subjects and snippets

First-time connection

From Organisation Settings → Inboxes, find the Sales inbox and choose Connect Google or Connect Microsoft, complete OAuth, or enter your IMAP mailbox settings, then return to the Inbox. Reconnect if your provider revokes the token or update the IMAP settings if the mailbox credentials change.

Search, filter, and triage

The Inbox supports free-text search, quick filters for All, Unread, and Starred, plus account filtering when more than one inbox is connected. Open an email to mark it as read, star it, mark it unread again, or delete it.

Reply, reply all, forward, and compose

Use Compose for a new outbound email, choose the sending account, and optionally add CC and BCC recipients. From an open thread, you can Reply, Reply All, or Forward without leaving the inbox view.

Link emails to customers

If an email is not linked yet, you can create a customer directly from the sender and attach the email to that new record. Linked emails show the customer badge and let you jump straight to the customer record or unlink it later.

Clean up in bulk

The list view supports multi-select so you can select all visible emails and bulk delete them when tidying the inbox. From a support inbox, you can create a Service Desk case from the message and continue the support workflow in the Service Desk section above.