Manage your Email in Bigin | Online Help - Bigin by Zoho CRM

Managing Email

Alert
Cleanup Policy
As per our cleanup policy, IMAP sync will be paused under the following circumstances:
  1. If a user hasn't sent any IMAP emails and hasn't opened any IMAP emails for more than a month.  
  2. If a user remains inactive for more than five months.
In such cases, the following actions will be taken:
  1. Email configurations will be deactivated.
  2. All IMAP stored or processed emails within the Bigin will be deleted.
Emails are the most popular modes of communication in any business. By configuring your email account in Bigin, you can view and respond to emails related to a contact or account right from Bigin - no more switching back and forth between your email and Bigin account. 
                                   

IMAP Configuration

IMAP (Internet Message Access Protocol) is a standard email protocol, that stores the messages on the server, but allows you to send and manage your messages right from Bigin. The main advantage is that, you can sync your emails across various devices.

Configuring IMAP account

                                   

Alert
Our older version of Email configuration for Microsoft 365 and Gmail requires you to generate app specific password. The new version supports direct login to your Microsoft 365 and Gmail accounts eliminating the need to generate app-specific password. Write to support@bigin.com to move to the new version. 
  1. Go to Settings (  ) > Email.
    Choose one from the popular email services.
  2. For Gmail, Microsoft 365 and Outlook Mail services, sign in to the respective email account directly from Bigin. 

  3. For Zoho Mail and Other Mail, enter  UsernameEmail Address,  Password and click  Continue. Some Email services require an app-specific password to configure  in Bigin. To learn more about app-specific passwords, read Generate App Specific Passwords.

  4. Click Server Details to view the Incoming and Outgoing server details.
    This is automatically filled up for you. If you are configuring IMAP for 'Other mail' you must enter the server details manually.
  5. Choose Email Sharing Permissions.
    You can choose from:
    Private - Conversation with your customers will be visible only to you.
    Public - Anyone can view the conversation.

  6. Click Save.

Store sent emails 

You can now store copies of sent emails in your mailbox by enabling the Store sent messages on the server option in the IMAP configuration page.

Separate authentication for outgoing SMTP 

You can configure different email addresses for incoming and outgoing server details. By selecting the Use the same credentials for the outgoing mail server option, you can easily manage credentials for your outgoing mail server to cater to your specific email-sending preferences.

The use of identical credentials for outgoing email servers isn't feasible with Gmail, Outlook, and Office 365. These services utilize OAuth authentication, redirecting users to their respective logins. Consequently, predefined server details render separate authentication unsupported for these platforms.

Reauthorize 

You can now update your email password within Bigin if you change your mailbox password.

Log in with a user name  

Bigin now supports authentication using either a user name or email address during IMAP integration, providing enhanced flexibility and convenience.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now





                                                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        Zoho Sheet Resources

                                                                         

                                                                            Zoho Forms Resources


                                                                              Secure your business
                                                                              communication with Zoho Mail


                                                                              Mail on the move with
                                                                              Zoho Mail mobile application

                                                                                Stay on top of your schedule
                                                                                at all times


                                                                                Carry your calendar with you
                                                                                Anytime, anywhere




                                                                                      Zoho Sign Resources

                                                                                        Sign, Paperless!

                                                                                        Sign and send business documents on the go!

                                                                                        Get Started Now




                                                                                                Zoho TeamInbox Resources





                                                                                                          Zoho DataPrep Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • How do I configure IMAP in Bigin?

                                                                                                                                  While Bigin allows you to send emails even if you haven't configured your email account, you will not be able to view incoming or sent emails without configuring your email account in Bigin. If you configure your IMAP account, you can send emails, ...
                                                                                                                                • How do I resolve the errors that I get during Microsoft 365/MS Outlook integration with Bigin?

                                                                                                                                  During MS Outlook or Microsoft 365 integration via IMAP-OAUTH protocols, if you encounter the following errors, please follow the respective steps to resolve them, Error: Unable to get SMTP email Log in to Microsoft 365 admin center and go to Users > ...
                                                                                                                                • Set up your email

                                                                                                                                  Bigin lets you send emails to your customers from your Bigin account even with configuring your email account in Bigin. But, without configuring your email account you cannot view the email interaction you have with your customers inside your Bigin ...
                                                                                                                                • Bigin eWidget for Zoho Mail

                                                                                                                                  Email is essential for business communication, whether with customers or prospects. If you are using Zoho Mail for managing interactions and Bigin as your CRM, this eWidget integration allows you to seamlessly access information from Bigin contacts ...
                                                                                                                                • Mac - Manage emails

                                                                                                                                  Email is a popular mode of communication preferred by most businesses. With the help of the 'Emails' tab in the record details page, sales reps no longer have to switch between their Bigin app and email app to check emails from their customers. They ...
                                                                                                                                  Wherever you are is as good as
                                                                                                                                  your workplace

                                                                                                                                    Resources

                                                                                                                                    Videos

                                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                    eBooks

                                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                    Webinars

                                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                    CRM Tips

                                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                                      Zoho Show Resources