Email integration with your CRM
Email CRM integration
Email–CRM integration: visible history, triggers and contact/activity sync — so you stop copying emails by hand.
- Clear focus
- Clear scope
- Support in Spanish
History
Emails next to the contact.
Triggers
Email events → tasks.
Assignment
Correct lead owner.
Permissions
Who sees which mailbox.
What it is
What do we connect?
Mailboxes or email platform ↔ CRM (HubSpot, Salesforce, Zoho, Pipedrive, Dynamics, Odoo or others via API). Fits AgentePortal.
- Diagnosis
- Proposal
- Implementation
- Guidance
What's included
What does the service include?
Every project is carried out by our technical team, with scope and timelines agreed with you.
Email inside the CRM
Single context for sales or service.
Written scope
You know what is in and out.
Integration when needed
Existing APIs, CRM, telephony or data.
Useful measurement
Agreed indicators, without invented vanity.
Work with you
Clear reviews in Spanish.
Serious operations
Designed for production and continuity.
How we work
Our process
Clear stages, with reviews with you at each one.
Step 1: Analysis
Mailbox and CRM inventory.
Step 2: Proposal
Sync design and cost.
Step 3: Implementation
We configure and integrate.
Step 4: Follow-up
We train and tune rules.
Benefits
Why choose PortalPBX?
Hands-on work with clear priorities, communication in Spanish, and a plan you can approve or adjust.
Request a quoteHistory
Emails next to the contact.
Triggers
Email events → tasks.
Assignment
Correct lead owner.
Permissions
Who sees which mailbox.
Support in Spanish
We support you at every stage.
Who is it for?
Who is it for?
Sales teams
Scattered follow-up.
Support
Tickets from email.
Multiple brands
Separate mailboxes.
New projects
Start with a solid foundation from day one.
Pricing
Pricing based on your project
Every project is different. We send a custom quote with scope, timeline and cost — no invented rates on this page.
- Custom quote
- Response in under 24 business hours
- Phased, with no commitment
Related services
Complete your solution
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Frequently asked questions
Frequently asked questions
Clear answers about the service.
See all questionsPer scope and CRM/API limits; we define it in the proposal.
It depends on scope. After analysis we send a proposal with scope, timeline and cost.
A conversation about goals and a written proposal.
We estimate it in the proposal based on deliverables and your reviews.
Yes. Communication and support in Spanish; also in English if the project needs it.
Ready to move forward with this service?
Tell us about your project and we’ll propose a clear plan, with scope and timeline defined with you.