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Email in Corteksa: connect a mailbox and follow client email
Connect a Gmail mailbox, or any mailbox over IMAP, Outlook included. Your email is imported and linked to client records, and you send and reply from inside Corteksa.
Steps
1
Choose the mailbox type: Gmail by signing in, or IMAP / SMTP with the server details, which is also the way to connect Outlook.
2
Link the mailbox to a Cortex Unit, so every incoming email is linked to the client’s record.
3
Ask the owner to set email permissions for your team, then add the mailbox’s members if needed.
How it works
Provider
How you connect
What’s imported
Updates
Gmail
Google sign-in
All email except spam and trash
Almost instant for incoming email
IMAP / SMTP, Outlook included
Username, password and server details
Inbox, Sent, Drafts and Trash
Within seconds for incoming email
Every mailbox imports the last 90 days of email when you connect. See Import period and sync: what’s imported and when it updates.
Outlook / Microsoft 365 connects over IMAP / SMTP: choose Outlook in Quick setup and the server settings are filled in for you.
Guides in this group
Topic
Guide
Connecting Gmail
Connecting IMAP / SMTP or Outlook
Import period and sync
Who sees email and who sends
Linking the mailbox to a unit and creating records
The record’s Mail tab
Sending, replying and forwarding
Drafts
Folders, stars, archive and tags
Disconnecting and reconnecting a mailbox
Limits reference
Troubleshooting
If one of the providers doesn’t show when you connect, it isn’t turned on for your account. Contact support.
A real example
Shield Security Co.
The situation
Quotes go out by email, and the sales manager doesn’t know the client’s latest reply.
What they did
- Each employee connected their mailbox, and the last 90 days of email were imported.
- They linked the mailboxes to the “Clients” unit.
- The owner gave the “Sales” role Read and Edit permission on Gmail.
The result
The manager now opens a client’s record and sees every email, and nobody asks “forward me that email” anymore.
A made-up company, to show the idea. The numbers are rounded.
Good to know
The import covers the last 90 days of email.
An address can be connected only once per provider across the whole platform, even in other workspaces.
Sent attachments: 10 files, each up to 10 MB.
Did this guide solve it?
If not, we’ll ask what was missing.