Connect a mailbox

Link support@ or sales@ so customer email arrives in MetriCRM and replies go out from your own address.

For: Admins

Steps

Go to Settings → Mailboxes and select Add mailbox.
Enter a name and the email address, then choose the module and default team.
Under Sending (SMTP), enter the server, port 587 with STARTTLS (or 465 with SSL/TLS), username and password.
Under Receiving (IMAP), enter the server, port 993 with SSL/TLS and the folders to watch (usually INBOX).
Choose Import existing mail. “Only new mail (from now)” is recommended for the first connection.
Choose what happens after import: by default mail moves to the “MetriCRM-Imported” folder. MetriCRM never deletes mail.
Save, then select Test sending and Test receiving. Both should show Connected.

Some providers (Gmail, Microsoft 365) need an app password instead of your normal password.
New mail is checked automatically every few minutes; use Sync now in the inbox to check immediately.
Set the mailbox module to MetriSales to turn every new email into a lead, or to MetriCare to turn it into a case.

Still need help? Contact support