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

Managing Email

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

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.

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • 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, ...
                                                                                                              • 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 ...
                                                                                                              • Email-in Topping

                                                                                                                Email is the most popular choice of communication used by customers to send in their sales and support enquiries. Customer facing teams gather details from these emails and manually create a record in their Bigin account to follow up with their ...
                                                                                                                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