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Connect a company email address

The Owner connects a company mailbox — Gmail/Google Workspace, Outlook/Microsoft 365, or another IMAP/SMTP-compatible service — as a channel connection, so its traffic becomes conversations in the shared Inbox.

When this happens: Owner opens Admin — Channels — Email — Connect Mailbox.

Step by step

  1. 1

    Open /admin/channels/email and clicks Connect Mailbox.

    EasyCRM shows the options: *Gmail / Google Workspace*, *Outlook / Microsoft 365*, *Other (IMAP/SMTP)*.

  2. 2

    Select Gmail / Google Workspace.

    EasyCRM takes you to Google's OAuth 2.0 + PKCE consent screen requesting gmail.readonly, gmail.send, gmail.labels, using the tenant's configured OAuth client.

  3. 3

    Signs in as *[email protected]* and grants consent.

    Exchanges the code for tokens, confirms the address isn't already connected personally or as another mailbox, encrypts the tokens and creates the ChannelConnection. Enqueues the initial 30-day backfill and displays Connected as `[email protected]`. Syncing…. EasyCRM records audit entry ChannelConnectionCreated.

Other paths

Connect via outlook or microsoft 365

At step 3 selects Outlook / Microsoft 365. EasyCRM runs the equivalent OAuth 2.0 + PKCE flow against Microsoft Graph, requesting Mail.Read, Mail.Send, Mail.ReadWrite.

Connect via imap/smtp

At step 3 selects Other (IMAP/SMTP) and enters host, port, TLS mode, username and an app-specific password (or an OAuth token where the provider's IMAP/SMTP endpoint accepts it). Tests both the IMAP and SMTP legs before saving; on success, creates the ChannelConnection as in the Main Flow.

If something goes wrong

Address already connected elsewhere

At step 6 the address is already a your personal mailbox connection (FR-09). Rejects with EasyCrm:Email:AddressAlreadyPersonallyConnected and tells the Owner to disconnect it there first.

Consent denied

EasyCRM returns access_denied at step 5. No connection is created; the Owner may retry.

Imap/smtp test fails

At either leg fails to authenticate. EasyCRM shows the provider's error inline; nothing is saved.

Good to know

  • Gmail/Outlook connections reuse the tenant's existing OAuth client credentials — no separate app registration.
  • An address cannot be connected as a company mailbox while it is a personal mailbox connection, or vice versa.
  • A company may connect several mailboxes; each is an independent connection.
  • The no-reply, auto-reply and bulk-mail inbox rules are pre-selected at connection; the Admin can untick them before saving.