Set up the mail-in address

One company address anyone can BCC or forward to, so an email lands on the record it is about, from any mail program.

WhereSettings›System›Connections›Services›Email›More options›Resend

The mail-in address is one address for the whole company, such as crm@yourcompany.com. Anyone on the team BCCs it, or forwards an email to it, from any phone or mail program, and the email is filed on the lead, contact, quote or order it is about. Nobody needs to connect a mailbox for it.

It runs through Resend, an email service. An admin sets it up once.

Steps

  1. At resend.com, set up receiving: either your own domain (a mail record at your domain host pointing to Resend) or the address Resend gives you.
  2. In Resend, under API Keys, make a key with full access, and copy it.
  3. In Resend, under Webhooks, add a webhook with the event email.received, pointed at your system's own address followed by /functions/v1/mail-inbound. Copy its signing secret.
  4. In the system, open Settings, System, Connections, Services. Under Email, open More options and the Resend card.
  5. Paste the Resend API key and the Mail-in webhook signing secret (required for mail in).
  6. Type the Mail-in address and save.
  7. BCC the address on an email to a client. It shows on that client's record, and under Mail in on the Email screen.

Good to know

  • Mail from one of your team (a team sign-in, a connected address, the company address) counts as sent by you; anything else counts as received.
  • The Email screen lists Mail in beside the mailboxes, and says when it is still waiting for the first email.
  • The same Resend card can also send your automatic emails from a company address (such as bookings@). That part is optional: most companies send from their own mailboxes.
  • Your system's own address is the one your other connection addresses start with (for example the Stripe webhook). If you are not sure, ask whoever set up your system.

If something goes wrong

  • The Email screen says Mail in is not working. The reason follows. Usually the signing secret is missing or wrong: copy it again from the Resend webhook.
  • The email arrived but is not on a record. It is filed by the people on it, so a sender or recipient nobody knows leaves it unfiled. Open it under Messages, Email, Mailbox and press File. See Read and answer client email.
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