I want to have access to My Email and Calendar

iCRM makes is easy for you to monitor communications and appointment with your customers.  Integrations page can be found on Global Settings, inside Setup Module on the Tools bar.

Email Integration

This feature enables the user to track emails that went to/from existing Contact or Lead.  You have the option to show the most recent emails from the last 2 weeks from any folder. You may use this for free, however, automatic association is only supported with the Unlimited version.

Step 1. Enable Email Integration

Click here to follow instructions on How to Enable Email Integration

Step 2. Set Mail Server Details

Once you have enabled this feature, you can now set the credentials for the mailbox that you want iCRM to read. Each user can setup the details on their own Profile Setting.

If you use Google or Outlook, a Connect button displays the Sign-in dialog box where you select your account and enter your password. 

For other email clients, such as Office365, Exchange and iCloud, make sure that you have your IMAP server details.

Click here to follow instructions on How to Set Email Details

Step 3. View your Emails

The user may now be able to see the emails on the Contact or Lead record. The Email Tab is added, open any record and click the Emails tab. 

For the Free version, you will have to click "Add to CRM" icon to permanently associate the emails to the sender's record.  The system lets you view 2 weeks worth of emails that are not associated.

Click here to follow instructions on How to View and Manage Lead/Contact Emails

Calendar Integration

This feature enables the user to track appointments for Contacts or Leads.  If the Invitee email address has a matching record on your Contacts or Leads list, the appointment is fetched by iCRM. You may use this for free, however, Automatic Sync and Sync All (no matching email address on iCRM) is only supported with the Unlimited version.

Step 1. Enable Calendar Integration

Integrations page can be found on Global Settings, inside Setup Module on the Tools bar.

Click here to follow instructions on How to Enable Calendar Integration

Step 2. Set Calendar Server Details

Once you have enabled this feature, you can now set the credentials for the mailbox that you want iCRM to read. Each user can setup the details on their own Profile Setting.

If you use Google or Outlook, a Connect button displays the Sign-in dialog box where you select your account and enter your password. 

For other calendars, such as Office365, Exchange and iCloud, make sure that you have your CALDAV server details.

Click here to follow instructions on How to Set Calendar Details

Step 3. View your Calendar

With the added feature of Calendar Integration, events and schedules that you have entered on your Calendar application (Google, Outlook, etc) can be viewed directly from iCRM via the Dashboard. 

Note: iCRM will only connect with one calendar at a time.  If you use shared calendar, only appointments and events on the connected calendar are fetched.

Click here to follow instructions on How to View Your Calendar

Click here to follow instructions on How to Setup your Dashboard

Now, you have successfully integrated with Email and Calendar.