Email Archiver for SuiteCRM 8 (IMAP with App Password Integration)
Product Description
The Email Archiver for SuiteCRM 8 (IMAP with App Password) is an automation-powered, efficient, and AI-driven solution purpose-built to streamline the process of email logging into your CRM. By including a unique BCC email address during client interactions, all messages as well as attachments are captured automatically and mapped to the associated CRM records be it in leads, contacts, or accounts module. It includes features such as direct integration with IMAP with App Password, smart email logging, AI-powered attachment analysis, etc. It is a powerful extension that make sure that there is total visibility in the communication and smooth collaboration across the customer support and sales teams.
✅ Real-Life Use Case
Imagine Justin, a talented and hardworking BDE (Business Development Executive) at a multinational company. He is handling numerous leads across diverse email platforms such as webmail, desktop, and mobile. Though he works very hard, he often forgets to record emails into SuiteCRM, which he must do manually. This leads to great confusion and missed updates during client handovers within his team. As a result, his team finds it hard to consolidate all conversation details and context in his absence.
However, once his company decides to adopt Email Archiver for SuiteCRM 8, each and every email that he sends is automatically recorded inside the CRM without any extra effort. Thus, the team gets complete accessibility over full email threads and attachments. This can ensure that all the valuable details are centralized in a single database and no client ever slips through the cracks. All of this can happen with total convenience and control. Justin can keep on doing what he is doing and all email threads get logged automatically.
🔹 Features
- ✅ Direct Integration with IMAP with App Password
The extension can establish secure connection between your SuiteCRM and any IMAP-enabled mail to extract email in real-time irrespective of the device or platform used. - ✅ Automatic Subject-based Auto Association
The system automatically detects any email addresses present in the subject line of an email. If it detects any email address, it then automatically attaches the email to the relevant CRM record. - ✅ Email Body-based Auto Association
Examines the content of every email and if it detects any email addresses, it associates the email to the matching records in leads, contacts, or accounts module within the SuiteCRM. - ✅ Active Opportunity Attachment
Emails can also be mapped to the relevant opportunities in CRM with options to skip any sales stage like “Closed Won” or “Closed Lost.” This ensures that your CRM contains only actionable items. - ✅ AI-powered Email Attachment Analyzer
It utilizes AI algorithms to scan email attachments and detect the presence of email addresses in the attachments. If the email addresses are present, the system then automatically links the email to the relevant CRM record in SuiteCRM. - ✅ Attachment Logging
All the attachments in client interactions can be stored automatically to the corresponding record within the CRM. This can remove the possibilities of lost files and ensures a comprehensive record of communication data.
User Installation Guide
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How does the Email Archiver for SuiteCRM with direct integration with IMAP with App Password work?
Whenever users include a unique inbound email address while sending an email to the client, the system automatically captures the email and logs it to the matching record in the SuiteCRM module. The module can be a lead, contact, or even a custom module.
Which email clients does Email Archiver supports?
The extension supports all IMAP-compatible email clients.
Can the Email Archiver detect my email address from the body content or subject line?
Yes, it can. It makes the system capable of scanning both body portion and email subject line. If it detects any email address references, it smartly attaches the email to the corresponding CRM record.
Does the Email Archiver manage the attachments well?
Yes. All the attachments in the email are attached to the relevant records in CRM. The AI-powered feature also scans the attachments and if it detects any email addresses, the email is associated with the corresponding CRM record as well. This ensures intelligent and comprehensive logging, removing any possibilities of lost data.
Is Email Archiver for SuiteCRM 8 Secure?
Yes, it is. IMAP with App Password integration makes sure that all email logging is protected through SSL/TLS encryption. This makes sure that there is a secure channel for CRM synchronization and data retrieval.