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Integrating Email Clients - Send Email via Contact Record and Integrating Email Clients
Integrating Email Clients - Outlook, Gmail, Hotmail etc with the CRM system
Can I send emails via my email client i.e. Outlook, Gmail etc inside my account?
Can I send email to my contacts - via my email client but have a copy of the email go into my CRM account?
Setting up Outlook as my default mailto: email client
How do I link my Hotmail (Windows Live Mail) into my CRM account?
How do I set my Yahoo email as the default email client in my CRM account?
See all 14 articles
How to Send an Email to a Client by Integrating your Email Client
How to send out an email via contact record using your email client such as Outlook, Gmail etc
I have more than 1 email address that I send emails from, how do I link this to my user profile?
Email sent to a contact has not copied across into the contacts record inside the History, why?
Sending email to our email drop box address is not landing inside the contacts record, why?
I have sent out emails via the CRM to my contacts today but they are not landing inside the contacts history, why?
See all 9 articles
Forwarding Emails into your CRM Account Individually or Automatically
Using the email dropbox address when sending emails or forwarding emails into the CRM system
How to forward email replies you send to a contact into your CRM account to store a record of the email inside a contacts record
How to forward an email into a specific contact record?
Auto feed all email directly into your CRM account and set up an optional spam filter
Automatically send emails from known contacts into your CRM
See all 10 articles
Stop Spam Emails Forwarding into CRM Account
How to mark emails sent into your CRM account as SPAM so they are not forwarded into the CRM system again?
Email Integration FAQs
If I send an email via my email client such as Outlook why does the Bcc: field not automatically populate with my CRM account drop box address?
All my emails automatically forward into my CRM dropbox address but some emails received from contacts do not appear inside the CRM system why?
Can I send an email into my CRM account without actually emailing a contact, but have a copy of the email stored inside their contact record?
How to see if an email was sent out using my email client, i.e. Outlook or via the internal pop up email service?
Can I set up an automatic forward into my dropbox for emails I send out so that they are copied across into my CRM account?
See all 6 articles
Email Integration Troubleshooting
My Gmail Email client has reverted back to Outlook when trying to send emails
Every time I click on a contacts email address a pop up email comes up instead of my email client why?
Emails sent to our unique dropbox address to land inside the CRM are bouncing back as undelivered, why?
Why has an email I forwarded into my CRM account landed inside my own contact record and not the persons record it should be stored in?
Why are messages to our email dropbox taking so long to land inside the CRM system?
See all 15 articles