Email (CRM)

Send and receive email straight from any record. Replies and bounces show up in the comments timeline of the record they came from, and the sender is automatically subscribed.

Set up your SMTP integration

In Integrations, open or create your SMTP integration. Below the connection settings is a CRM Email section:

• From-domains — the email domains this server is allowed to send From (for example acme.com). Enter one or more, press Enter after each.
• From-identities — pre-filled name + email options that show up in the compose modal. Each identity's email domain must be in the From-domains list.
• Disable read-tracking pixel — opt out of the 1×1 tracking image. Useful for compliance.

Save. The compose modal will only show SMTP integrations with at least one From-domain configured.

Compose an email

Open a record. In the comments panel next to the paperclip you'll see an envelope icon. Click it to open the compose modal:

• SMTP — pick which integration to send through.
• From — auto-filled from your selected From-identity. You can type a custom name.
• To, CC, BCC — type or paste addresses. Existing emails on the record are pre-suggested.
• Subject and Body — type {{field:fieldslug}} (e.g. {{field:title}}) to insert the record's value at send time.
• Signature — pick from your saved signatures, or click Configure to manage them.

Hit Save to send. The email appears immediately in the comments panel with a queued status pill. The pill flips to sent once it leaves your server, and to read if the recipient opens it (unless you disabled the tracking pixel).

Replies and bounces

Replies are routed through reply-{token}@{catch}.infolobby.com and ingested into the same record's comments. Bounces flip the original email's pill to bounced with the SMTP-server reason. You'll get a normal record notification on every reply.

Signatures

Open Settings → Profile and click Manage Email Signatures, or click + Configure in the compose modal. Create one or more HTML signatures and mark one as default to have it pre-selected on every compose. Signatures are per-user and shared across all your workspaces in the same account.

Status pills

When the envelope is greyed out