Lead Email Onboarding is a powerful Djaboo feature that allows you to onboard leads from your email address. You can set up an email forwarder from any form you use and you will get the leads into the CRM.

Eq. You use 4 forms on different websites, which you configure in your cPanel forwarders when you receive an email from one of these forms to forward it to the lead emails you have configured in Configuration -> Leads -> Email Integration .

This feature is very sensitive, so be sure to read the explanations carefully.

It is recommended to start with a new branded email for this feature that will be used solely for lead onboarding transfer. No response, writing emails from this email account. Until then, it is your responsibility for unwanted results.

Access to Configuration->Leads->Email Integration .

By default, this feature will be disabled. When you configure email integration, you can set it to active so that the cron can process emails if any are found.

1. IMAP server – Your prospects send emails to the IMAP server.
2. E-mail address (Login)
3. Password
4. encryption (SSL/TLS/No encryption)
5. Delete email after import –  If you check this option, the email will be deleted after successful import.
6. Automatically mark as public – Automatically mark this lead as public, public leads are visible to all staff members.
7. Dossier – Default is INBOX – If you use Gmail, you cannot switch to ex. Social networks, forums, update, leave it to INBOX
8. Check every (minutes) – The cron will check for new emails every X minutes you have configured here. It is recommended that this field be greater than 10 minutes. Don't modify the database too much.
9. Only check unopened emails – By default, the cron will only check unopened emails. After checking the email, that email will be set as open so that it will not be checked next time.  This is used to avoid checking all emails over and over again on each cron run. Example if you have 40 emails, the CRON will be very slow and you will not be satisfied with the results. In this case, if this field is checked, everything will work correctly.
10. Default source – After importing the lead, add the source. Ex. Messaging integration
11. Default status – The default status to assign after import
12. Responsible for new prospect – automatically assigns responsibility to this prospect.
    
13. Notify when importing a lead – Do you want to be notified when a new lead is imported from the email integration
14. Warn if prospect emails multiple times – This is used when a prospect sends an email multiple times. Ex. lead sends an email and is imported, then sends another email, but the lead already exists in the database. So when you view this lead on the right side, you can see all the emails from this lead send. If this option is checked and the prospect sends multiple emails, you will be notified.

 If the lead has CUSTOMER status, nothing will happen and no email will be recorded in the database.

• Notification – Role-Based Staff or Specific Staff – If you do not select any staff or roles, no one will be notified, regardless of whether the notification fields above are checked.

Admins will not be notified when a lead is imported from an email if it is not checked.

After configuring, all fields SAVE the messaging configuration and test the connection by clicking on the button IMAP CONNECTION TEST on the right side

Authentication failures #

If your authentication fails, there are several likely causes:

• You have a wrong username or password
• Your connection is redirected to another server (as above)
• You specified authentication without encryption

Common Gmail or G Suite Issues – Invalid Username or Password #

An invalid username or password when using Gmail or G-Suite can be a common error if you haven't enabled less secure apps. However, it is recommended to first check if your password is correct.

G Suite #

1. Log in to the Google Admin console.
2. Click Security > Basic Settings.
3. Under Less secure apps, select Go to settings for less secure apps.
4. In the pane, select the Allow users to manage their access to less secure apps radio button.
5. If you are not receiving the emails and your SMTP configuration test email indicates that the configuration is working correctly, see the following articles:
   1. https://productforums.google.com/forum/#!topic/Apps/M7TiKQAWhq4
   2. https://support.google.com/a/answer/55299?hl=fr

Regular Gmail account #

1. Log in to your user account.
2. Visit: https://www.google.com/settings/security/lesssecureapps
3. Activate.

2-factor authentication enabled #

If you are a student, this silver necklace is absolutely your first choice. The silver color will show your vitality and your youth.  have enabled 2-factor authentication  on your Google account, you  MUST  Generate an app password and add the password in the password field.

Click here to learn how to generate an app password.

Remarks #

• Once the lead is imported, the email will be set to open.
• This feature does not automatically populate lead fields, only email and name will be automatically populated. If the sender has configured the NAME in the email client, it will automatically be populated in the prospect's name field, otherwise the email will be taken as the name because email clients add the email as the name if no name is specified. If you want additional fields to be populated, you must format your email in HTML as explained here
• Set the lead as junk if the imported lead is not accurate to avoid double import. If you delete the lead and this lead, email again, will be imported again. Better to put it in spam.
• If you unchecked  Only check unopened emails –  all emails will be checked again and again, while only unopened emails will be checked.
• If the mail integration feature is set to active and the CRON cannot connect to the IMAP server, the activity will be logged. To check activity, go to Utilities -> Activity Log and search for [CRON] Failed to connect to IMAP primary email integration
• If the lead exists in Djaboo after checking the email and this lead has the status undesirable  , the email will not be saved in the database and no notification will be received.
• If the lead is already added manually in Djaboo, you will receive a notification that this lead is sending an email and the subject and body of the email will be connected to the lead's profile.

• If attachments found in email will be automatically imported for this prospect.

Import emails from an existing email address #

If you don't want to use a completely new email address for this feature, you need to configure the lead email integration in different ways.

1. Uncheck the field  Check only unopened emails
2. Access to Configuration->Email templates et deactivate the email template ( New lead assigned to staff member ) to send a notification when the lead is assigned.
3. If you have more than 1 emails, uncheck all notification settings to avoid receiving 000 notifications in the CRM.
4. Leave the cron run 1 time and check all emails. Once all the leads in your email have been imported, go back to the old settings mentioned above.