CloudMailin
Last updated
Last updated
Integrating your CRM list with CloudMailin allows you to connect your custom domain for sending emails to your clients. This integration lets you use your branded domain, which enhances the credibility of your messages and improves deliverability.
In this article, we will guide you through the step-by-step process of setting up this integration to ensure everything works seamlessly.
To successfully configure the integration between CloudMailin and your CRM system, the first crucial step is to ensure you have an active CloudMailin account.
Once your account is set up, you'll need to verify your email address to activate it fully. This is essential for gaining access to the platform's features. Following activation, log into your CloudMailin account and navigate to the API section to obtain the necessary API credentials.
Setting up CloudMailin with your CRM list is a straightforward process that typically takes only a few moments. Let's get stared!
On the main dashboard of your list, find the Integrations button, which is represented by a plug icon in the main navigation menu. Click on it to view the available integration tools:
To proceed, locate the list of available tools on your interface and search for CloudMailin. Once you find it, click on the prominent blue +Integrate button to initiate the setup process:
To begin, link your domain to CloudMailin from which emails will be sent. Click on Add Domain button and enter your domain name - in our case it will be xdx.ai
Next, configure the necessary DNS records for your domain to verify its ownership. This process may vary depending on your hosting provider.
After setting up the DNS records, click the Verify button at the bottom. Please keep in mind that DNS propagation may take some time.
Once your domain is confirmed as the sending domain, click the Create Account button at the top to complete the process.
Copy Account Details After creating the account, you will find the account details on the right side. Copy the Username and API key and paste it into the corresponding fields in the CRM under the CloudMailin integration settings.
In the email field, you can input any email address with the specified domain set in CloudMailin, for example info@xdx.ai or contact@xdx.ai:
To return to the domain view, note that the outgoing account is designated for sending emails. If you would like this email address to also receive incoming emails, there is an additional section labeled „Receive Emails.” Click on the Create Address button and enter the details provided in your CRM integration view with CloudMailin.
Now, in this section, you will find the address where emails can be sent:
Emails will be redirected to our CRM at Receiving Email: 7b454664dd22ca4b5050@cloudmailin.net.
However, instead of using the CloudMailin address, we prefer to use our own custom email address, such as contact@xdx.ai. To access this option, you need to buy a subscription. In the upper right corner, you will find the Your plan section. Click the Upgrade this address button and choose the plan that suits your needs best.
Once you have successfully verified your domain and all relevant statuses reflect as Verified, you can proceed to manage your designated email inbox.
Click the Manage button next to the receive email address and in the „Custom Domains” section, look for the prominent Edit Custom Domain button. Click on it to make your desired changes:
After verifying your domain and completing all the necessary settings outlined in the previous steps, be sure to switch from test mode to live mode. You can go back to the Test Mode at any time!
Congrats!
You have successfully set up the CloudMailin integration with your CRM list. Now, you can using your custom domain.
