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Status Already exists
Categories Automation
Created by Guest
Created on Sep 28, 2021

Automate 'Save To CRM' Once An Email Contact Is Saved Into The System.

One you save a contact in Outlook to Prospect, the system should automatically keep saving the email correspondents that are received and sent, rather than manually having to add all the time.

Our previous CRM 'Exsalerate' did this.

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  • Guest
    Reply
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    Feb 3, 2022

    I came from using HubSpot previously and they have a plugin that can be installed which automatically connects the email address used to the CRM contact. There are no additional steps of adding anything to BCC or clicking the add-in to add to the company or contact. It auto adds to both company and contact each conversation. Very simple and efficient once you have the plugin added.

  • Admin
    Andrew Ardron
    Reply
    |
    Dec 1, 2021

    This feature is already available. This article explains how to forward emails to an individual record, or via a global inbox.

    https://app.intercom.com/a/apps/e2etkajo/articles/articles/5242566/show

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