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?
This address does not automatically populate you need to manually enter your drop box email address into the Bcc: if you send an email out via your email cl...
Thu, 11 May, 2017 at 4:32 AM
All my emails automatically forward into my CRM dropbox address but some emails received from contacts do not appear inside the CRM system why?
Emails from contacts may not be shown inside your CRM account for the following reasons:  1. If you have a SPAM filter button set up.   This c...
Wed, 10 May, 2017 at 12:01 AM
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?
Yes.  If you want to record an email inside a contact's record, within the History section BUT not actually email the contact then you can use th...
Tue, 9 May, 2017 at 5:29 AM
How to see if an email was sent out using my email client, i.e. Outlook or via the internal pop up email service?
Emails sent to contacts via email clients such as Outlook, Gmail, iMail etc will be shown as 'Email' inside your contacts history record as sh...
Tue, 9 May, 2017 at 9:42 PM
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?
Can I automatically forward all emails I send out into my CRM account?  You can set up an automatic forward of emails you receive so that they are...
Thu, 11 May, 2017 at 2:24 AM
Can I have a copy of all outgoing emails sent via my CRM account to go to my email address?
No this is not possible as we are unable to set up a copy of all outgoing emails to be sent to your email address. You can however set up an email f...
Thu, 11 May, 2017 at 4:30 AM