Integrating Infomaniak with Your Business Tools

Infomaniak is not an isolated island. It integrates into your existing software ecosystem: CRM, ERP, accounting, project management. This guide reviews the main available integrations and how to set them up.

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Standard Protocols: The Key to Integration

Infomaniak uses standard, open protocols. This is what allows integration with virtually any tool:

• IMAP/SMTP – Standard email, compatible with any mail client
• CalDAV – Standard calendar, syncable everywhere
• CardDAV – Standard contacts
• WebDAV – Access to kDrive files
• REST API – Custom integrations

These standards ensure you\'re never locked in. You can always connect new tools or migrate to other solutions.

CRM Integration

Email Synchronization

Most CRMs allow email synchronization via IMAP. Your exchanges with clients automatically appear in their contact record.

Typical configuration:

• IMAP server: mail.infomaniak.com
• Port: 993 (SSL)
• SMTP server: mail.infomaniak.com
• SMTP port: 465 (SSL) or 587 (STARTTLS)

Compatible with: HubSpot, Pipedrive, Salesforce, Zoho CRM, Axonaut...

Calendar Synchronization

Sync your CRM appointments with your Infomaniak calendar via CalDAV:

• Appointments created in the CRM appear in your calendar
• Changes are synchronized both ways (depending on the CRM)

Sending Emails from the CRM

Configure Infomaniak SMTP to send CRM emails from your professional address. Your marketing and sales emails are sent from your domain, with your reputation.

ERP / Business Software Integration

Automatic Document Sending

Your ERP generates documents (invoices, purchase orders, confirmations). Configure SMTP sending via Infomaniak so these documents are sent from your professional address.

The SMTP configuration is usually found in the ERP\'s email settings. Use the same parameters as for the CRMs above.

Archiving on kDrive

Some ERPs allow you to export or back up documents to external storage. Use kDrive via WebDAV as a destination:

• WebDAV URL: https://connect.drive.infomaniak.com
• Username: your Infomaniak email
• Password: your password (or app password)

Accounting Software Integration

Receiving Invoices

Create a dedicated email address (invoices@company.com) that receives supplier invoices. Connect your accounting software to this mailbox to automatically import invoices.

Sending Client Invoices

Configure your accounting software\'s SMTP sending to dispatch invoices from your professional domain.

Storing Accounting Documents

Archive your accounting documents on kDrive. Organize them in folders by year/month, in compliance with legal retention requirements.

Project Management Tool Integration

Asana, Monday, Trello, Notion

These tools generally integrate via email:

• Send an email to a special address to create a task
• Receive notifications in your Infomaniak mailbox
• Sync the project calendar with your CalDAV calendar

File Sharing

Use kDrive to centralize project files:

• Create a folder per project
• Share with stakeholders
• Integrate kDrive links into your project management tools

Communication Tool Integration

Slack

Slack can receive emails and display them in a channel:

1. In Slack, configure an email address for a channel
2. Create a forwarding rule in Infomaniak to that address
3. Relevant emails appear in the channel

Microsoft Teams

Teams can also receive emails in a channel. Same principle as Slack.

kChat (Native)

kChat is part of kSuite. Integration is native: same interface, same account. Use webhooks to receive automatic notifications.

Marketing Tool Integration

Email Marketing Tools

If you use an external email marketing tool (Mailchimp, Brevo, ActiveCampaign):

• Configure SPF/DKIM to authorize the tool to send from your domain
• Or use Infomaniak\'s built-in Newsletter tool

Landing Pages and Forms

Form submissions can be sent by email to your Infomaniak mailbox. Create a dedicated address (leads@company.com) and configure the form to send data there.

Electronic Signature Tool Integration

DocuSign, Yousign, HelloSign

These tools work via email. No special configuration is needed on the Infomaniak side. Simply use your professional email address.

Storing Signed Contracts

Configure automatic export to kDrive if the tool supports it, or create a rule to forward/archive emails containing signed contracts.

Practical Example: Integrated Workflow

Here\'s an example workflow integrating multiple tools with Infomaniak at the center:

1. Prospect fills out a form on the website
2. Data is sent by email to leads@company.com
3. An email rule forwards to a sales rep
4. The sales rep replies via kMail
5. The exchange is synced in the CRM (via IMAP)
6. A meeting is scheduled, added to the CalDAV calendar
7. After signing, the contract is archived on kDrive
8. The invoice is sent via accounting software → Infomaniak SMTP

Infomaniak is the central communication hub, integrated at every step.

Integration Best Practices

Document Your Connections

Keep a record of configured integrations:

• Which tool is connected
• How (IMAP, API, webhook)
• With which credentials
• Who configured it

Use App Passwords

For automated connections, use app passwords rather than your main password. You can revoke them individually if needed.

Test Regularly

Integrations can break (API changes, token expiration). Regularly test that everything is working.

Monitor Errors

Set up alerts if a critical integration fails (unsent email, sync error).

Conclusion

Thanks to standard protocols, Infomaniak integrates easily into your software ecosystem. CRM, ERP, accounting, project management: everything can be connected for a smooth and productive workflow.

The key is to plan integration from the start, document connections, and maintain everything over time. With good architecture, Infomaniak becomes the heart of your business communication.

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