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Merge pull request #19 from suraj-webkul/update-docs-for-sendgrid
update incoming email integrations docs.
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### **Email Integration via SendGrid Inbound Parse Webhook** | ||
|
||
Krayin CRM can be integrated with SendGrid’s **Inbound Parse Webhook** to handle incoming emails. This allows emails sent to a specific domain to be automatically processed by Krayin and displayed in the **Mail > Inbox** section. | ||
|
||
#### **Overview** | ||
The **Inbound Parse Webhook** feature of SendGrid allows emails to be converted into HTTP POST requests and forwarded to a specified URL in your application. By integrating SendGrid with Krayin CRM, you can seamlessly receive and display incoming emails. | ||
|
||
#### **Setting Up SendGrid Inbound Parse with Krayin CRM** | ||
|
||
1. **Create a Domain and Email in SendGrid** | ||
- Log into your [SendGrid account](https://app.sendgrid.com/). | ||
- Go to **Settings** > **Inbound Parse**. | ||
- Click **Add Host & URL** to configure a new Parse Webhook. | ||
- Add the domain from which you want to receive emails (e.g., `example.com`). | ||
- Under the **URL** field, specify your Krayin CRM webhook URL, which should be in the format: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
Replace `yourdomain.com` with your actual domain and ensure the endpoint matches your Krayin setup. | ||
2. **Configure Krayin CRM to Receive Emails** | ||
- Once the webhook is set up in SendGrid, all emails sent to the configured domain will be forwarded to the specified Krayin webhook. | ||
- Krayin CRM will handle the incoming email data, including: | ||
- **From Address:** The sender's email. | ||
- **To Address:** The recipient (your configured email). | ||
- **Subject:** Email subject. | ||
- **Text/HTML Body:** Email content in plain text or HTML. | ||
- **Attachments:** Any files attached to the email. | ||
3. **Krayin Endpoint for Inbound Parse** | ||
- Ensure that Krayin CRM is set up to receive the POST data from SendGrid. The email content will be sent to the following Krayin endpoint: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
- Krayin will parse the data sent by SendGrid, store the email information in the database, and display it in the **Mail > Inbox** section. | ||
#### **Handling Email Attachments** | ||
Krayin CRM is capable of handling attachments that are sent via email. These attachments will be forwarded from SendGrid to your endpoint as `multipart/form-data`. Make sure your server can process and store these files for later retrieval in the **Mail > Inbox** section of the CRM. | ||
#### **Security Considerations** | ||
- **Verify the Request Origin:** Ensure that incoming requests to your webhook are actually coming from SendGrid. You can verify the origin by checking headers or configuring an API key in SendGrid for additional security. | ||
- **HTTPS:** Always use an HTTPS endpoint for secure communication between SendGrid and your server. | ||
#### **Debugging and Testing** | ||
- SendGrid provides tools to simulate incoming emails, which can be used to test your webhook configuration. | ||
- Ensure that your server’s response time is efficient. SendGrid expects a response within 20 seconds. If the email processing takes longer (e.g., saving attachments), consider using asynchronous background tasks. | ||
#### **Example Workflow** | ||
1. A user sends an email to `[email protected]`. | ||
2. SendGrid captures the email and forwards it to your Krayin webhook (`http://yourdomain.com/admin/mail/inbound-parse`). | ||
3. Krayin CRM processes the incoming email, stores the details, and displays the email in the **Mail > Inbox** section. |
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Original file line number | Diff line number | Diff line change |
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@@ -0,0 +1,51 @@ | ||
### **Email Integration via SendGrid Inbound Parse Webhook** | ||
|
||
Krayin CRM can be integrated with SendGrid’s **Inbound Parse Webhook** to handle incoming emails. This allows emails sent to a specific domain to be automatically processed by Krayin and displayed in the **Mail > Inbox** section. | ||
|
||
#### **Overview** | ||
The **Inbound Parse Webhook** feature of SendGrid allows emails to be converted into HTTP POST requests and forwarded to a specified URL in your application. By integrating SendGrid with Krayin CRM, you can seamlessly receive and display incoming emails. | ||
|
||
#### **Setting Up SendGrid Inbound Parse with Krayin CRM** | ||
|
||
1. **Create a Domain and Email in SendGrid** | ||
- Log into your [SendGrid account](https://app.sendgrid.com/). | ||
- Go to **Settings** > **Inbound Parse**. | ||
- Click **Add Host & URL** to configure a new Parse Webhook. | ||
- Add the domain from which you want to receive emails (e.g., `example.com`). | ||
- Under the **URL** field, specify your Krayin CRM webhook URL, which should be in the format: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
Replace `yourdomain.com` with your actual domain and ensure the endpoint matches your Krayin setup. | ||
2. **Configure Krayin CRM to Receive Emails** | ||
- Once the webhook is set up in SendGrid, all emails sent to the configured domain will be forwarded to the specified Krayin webhook. | ||
- Krayin CRM will handle the incoming email data, including: | ||
- **From Address:** The sender's email. | ||
- **To Address:** The recipient (your configured email). | ||
- **Subject:** Email subject. | ||
- **Text/HTML Body:** Email content in plain text or HTML. | ||
- **Attachments:** Any files attached to the email. | ||
3. **Krayin Endpoint for Inbound Parse** | ||
- Ensure that Krayin CRM is set up to receive the POST data from SendGrid. The email content will be sent to the following Krayin endpoint: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
- Krayin will parse the data sent by SendGrid, store the email information in the database, and display it in the **Mail > Inbox** section. | ||
#### **Handling Email Attachments** | ||
Krayin CRM is capable of handling attachments that are sent via email. These attachments will be forwarded from SendGrid to your endpoint as `multipart/form-data`. Make sure your server can process and store these files for later retrieval in the **Mail > Inbox** section of the CRM. | ||
#### **Security Considerations** | ||
- **Verify the Request Origin:** Ensure that incoming requests to your webhook are actually coming from SendGrid. You can verify the origin by checking headers or configuring an API key in SendGrid for additional security. | ||
- **HTTPS:** Always use an HTTPS endpoint for secure communication between SendGrid and your server. | ||
#### **Debugging and Testing** | ||
- SendGrid provides tools to simulate incoming emails, which can be used to test your webhook configuration. | ||
- Ensure that your server’s response time is efficient. SendGrid expects a response within 20 seconds. If the email processing takes longer (e.g., saving attachments), consider using asynchronous background tasks. | ||
#### **Example Workflow** | ||
1. A user sends an email to `[email protected]`. | ||
2. SendGrid captures the email and forwards it to your Krayin webhook (`http://yourdomain.com/admin/mail/inbound-parse`). | ||
3. Krayin CRM processes the incoming email, stores the details, and displays the email in the **Mail > Inbox** section. |
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,51 @@ | ||
### **Email Integration via SendGrid Inbound Parse Webhook** | ||
|
||
Krayin CRM can be integrated with SendGrid’s **Inbound Parse Webhook** to handle incoming emails. This allows emails sent to a specific domain to be automatically processed by Krayin and displayed in the **Mail > Inbox** section. | ||
|
||
#### **Overview** | ||
The **Inbound Parse Webhook** feature of SendGrid allows emails to be converted into HTTP POST requests and forwarded to a specified URL in your application. By integrating SendGrid with Krayin CRM, you can seamlessly receive and display incoming emails. | ||
|
||
#### **Setting Up SendGrid Inbound Parse with Krayin CRM** | ||
|
||
1. **Create a Domain and Email in SendGrid** | ||
- Log into your [SendGrid account](https://app.sendgrid.com/). | ||
- Go to **Settings** > **Inbound Parse**. | ||
- Click **Add Host & URL** to configure a new Parse Webhook. | ||
- Add the domain from which you want to receive emails (e.g., `example.com`). | ||
- Under the **URL** field, specify your Krayin CRM webhook URL, which should be in the format: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
Replace `yourdomain.com` with your actual domain and ensure the endpoint matches your Krayin setup. | ||
2. **Configure Krayin CRM to Receive Emails** | ||
- Once the webhook is set up in SendGrid, all emails sent to the configured domain will be forwarded to the specified Krayin webhook. | ||
- Krayin CRM will handle the incoming email data, including: | ||
- **From Address:** The sender's email. | ||
- **To Address:** The recipient (your configured email). | ||
- **Subject:** Email subject. | ||
- **Text/HTML Body:** Email content in plain text or HTML. | ||
- **Attachments:** Any files attached to the email. | ||
3. **Krayin Endpoint for Inbound Parse** | ||
- Ensure that Krayin CRM is set up to receive the POST data from SendGrid. The email content will be sent to the following Krayin endpoint: | ||
``` | ||
http://yourdomain.com/admin/mail/inbound-parse | ||
``` | ||
- Krayin will parse the data sent by SendGrid, store the email information in the database, and display it in the **Mail > Inbox** section. | ||
#### **Handling Email Attachments** | ||
Krayin CRM is capable of handling attachments that are sent via email. These attachments will be forwarded from SendGrid to your endpoint as `multipart/form-data`. Make sure your server can process and store these files for later retrieval in the **Mail > Inbox** section of the CRM. | ||
#### **Security Considerations** | ||
- **Verify the Request Origin:** Ensure that incoming requests to your webhook are actually coming from SendGrid. You can verify the origin by checking headers or configuring an API key in SendGrid for additional security. | ||
- **HTTPS:** Always use an HTTPS endpoint for secure communication between SendGrid and your server. | ||
#### **Debugging and Testing** | ||
- SendGrid provides tools to simulate incoming emails, which can be used to test your webhook configuration. | ||
- Ensure that your server’s response time is efficient. SendGrid expects a response within 20 seconds. If the email processing takes longer (e.g., saving attachments), consider using asynchronous background tasks. | ||
#### **Example Workflow** | ||
1. A user sends an email to `[email protected]`. | ||
2. SendGrid captures the email and forwards it to your Krayin webhook (`http://yourdomain.com/admin/mail/inbound-parse`). | ||
3. Krayin CRM processes the incoming email, stores the details, and displays the email in the **Mail > Inbox** section. |
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