Centralize client communication in your CRM via IMAP
Swiftask links your email accounts to your CRM. Every incoming message is analyzed by AI and automatically routed to the right client record.
Result:
Eliminate manual data entry and ensure comprehensive customer tracking with zero extra effort.
AI Agents
imap
Connector imap · Secure OAuth 2.0
Data fragmentation kills productivity
Vital information arrives via email but often stays trapped in individual inboxes. Your sales team wastes hours copying and pasting data into the CRM, and the risk of forgotten entries or manual errors is constant.
Main negative impacts:
Outdated CRM data
Lack of synchronization prevents your CRM from reflecting the true state of customer relationships.
Inefficient manual entry
Your teams spend hours every week on repetitive administrative tasks instead of selling.
Missed opportunities
Important client requests go unanswered or are processed too late due to a lack of centralization.
With Swiftask, use the IMAP protocol to automatically transform emails into structured CRM entries. AI extracts key data and updates your database instantly.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
A salesperson receives a quote request email. They must open the CRM, create a contact, copy the email text, and manually file the opportunity. If they forget, the information is lost to the rest of the team.
Swiftask automated relay
The email arrives via IMAP. Swiftask intercepts it, the AI analyzes the content, identifies the client or creates a prospect, and logs the exchange directly in the corresponding CRM record.
Deploying your email relay in 4 steps
1
STEP 1 : IMAP source configuration
Connect your mail server to Swiftask via IMAP by entering your secure credentials.
2
STEP 2 : Defining extraction rules
Configure the AI agent to identify relevant information (email, name, need, amount) within the text.
3
STEP 3 : CRM integration linking
Select your target CRM and map the extracted data to the corresponding fields.
4
STEP 4 : Flux activation
The system now processes every incoming email in real time according to your instructions.
Intelligent processing capabilities
The AI analyzes the context, sentiment, and priority of each email for precise categorization.
- Target connector: The agent performs the right actions in imap based on event context.
- Automated actions: Automated lead creation, updating existing records, adding notes to activities, triggering alerts for urgent requests.
- Native governance: All processing is logged to ensure complete traceability of actions performed by the agent.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-imap@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Operational benefits of the relay
Massive time savings
Automate information transfer and free up your sales teams.
Data accuracy
Avoid human data entry errors with reliable AI extraction.
Increased reactivity
Process client requests as soon as they are received, without delay.
360° view
Centralize all email touchpoints within your CRM tool.
Guaranteed compliance
Maintain an auditable trace of all automated exchanges.
Security and compliance
Swiftask applies enterprise-grade security standards for your imap automations.
- Secure IMAP connection: Uses encrypted protocols to read your emails.
- Data protection: Swiftask adheres to the strictest GDPR standards.
- Granular control: Precisely define which folders or types of emails are processed.
- Full audit: Logging of every interaction between the email and the CRM.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| CRM entry time | 5-10 minutes per email | 0 seconds (automated) |
| Response time | Several hours | Instantaneous |
| Data reliability | Human error risk | Precise AI extraction |
Take action with imap
Eliminate manual data entry and ensure comprehensive customer tracking with zero extra effort.