How to Set Up Email Integration to Auto-Generate Leads in Britixo?

Britixo supports automatic lead generation from incoming emails. By connecting a monitored mailbox (via POP3 or IMAP), the system can scan emails and convert them into leads based on the sender’s address and message content.

This guide explains how to configure email integration to automatically create leads whenever new messages arrive in your designated inbox.

🔹 Configure Email Integration Settings

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. Go to Setup → Leads → Email Integration.
   
   

✉️ Set Up Incoming Email Connection

3. Fill in your mail server details:
   
   

• Email Protocol – Choose IMAP (recommended) or POP3
  
  

• Mail Host – e.g., imap.yourdomain.com or pop.yourdomain.com
  
  

• Email Address / Username – The full email address (e.g., leads@yourcompany.com)
  
  

• Password – Use your email password or app-specific password (for Gmail/Outlook accounts)
  
  

• Port – Typically 993 for IMAP (SSL), 995 for POP3
  
  

• Encryption – Select SSL or TLS
  
  

• Check Every X Minutes – How frequently Britixo will scan the inbox
  
  

• Only Unread Emails – Recommended to avoid duplicate processing
  
  

🔧 Set Default Lead Settings

4. Set the following defaults for all leads generated via email:
   
   

• Default Source – e.g., Email
  
  

• Default Status – e.g., New
  
  

• Assigned Staff – Who will handle these leads
  
  

You can also enable the option to automatically delete emails after import (use cautiously if your email is shared).

Click Save Settings to finalise.

📥 How It Works

• Britixo will connect to the inbox at the configured interval.
  
  

• Each new email received will be used to create a lead.
  
  

• The lead’s name is taken from the sender, email address is recorded, and the message body becomes the lead’s description.
  
  

• Leads appear instantly in Sales → Leads.
  
  

✅ Important Notes

• If your mailbox requires two-step verification (like Gmail or Office365), you must use an app-specific password.
  
  

• Britixo includes a secured and encrypted SMTP server with every plan, so you can reply to leads directly from the CRM without setting up outbound mail.
  
  

• Make sure your mailbox is dedicated to lead capture to avoid spam and irrelevant entries.
  
  

🧠 Tip

Use email aliases like leads@yourdomain.com or campaign-specific inboxes to segment and track lead generation by source.