Maildoso has direct integrations with two CRMs — Front and Close — so you can work with your mailboxes' conversations inside the CRM you already use.
Where to find it
Open Integrations in the left menu. The page is titled CRM and shows a card for each available integration.
How to connect
On the card of the CRM you use, click How it works to read what the integration does and what you need on the CRM side before you start.
Click Connect and follow the steps shown to authorize the connection with your CRM account.
Once connected, check in your CRM that the mailboxes you expect are showing up.
Using another CRM or helpdesk
If your CRM isn't listed, you can still use Maildoso mailboxes with it as long as it can connect a mailbox over standard IMAP/SMTP. Get the login details from the CSV export — see How can I access mailbox credentials in Maildoso?
Related
If the connection fails or the mailboxes don't appear in your CRM, contact us with the CRM name, your account email and a screenshot of the error.