You can create a copy of your email messages in your CRM software. Depending on the CRM, the messages can be either forwarded – if the CRM supports it - or created as a note or a case using the API.
The software searches for a contact in the target CRM that has the same email address to the one in the From header of the email. If there is a contact that has the corresponding email address, then the email message will be created/forwarded. Optionally you can create the contact if she doesn't exist.
The software also checks whether the email or note exists before forwarding it thus avoiding duplicated messages.
- Agile CRM
- Capsule CRM
- Zoho CRM
Create email as
Note / Case / API
This option allows you to create the email as a note or as a case - depending on the CRM - using the CRM's API.
On CRMs that support creating emails via their email drop box, the choice to forward the email will be enabled. Email will be forwarded to the CRM only if the contact exists or you select to create it.The following fields must be filled for forwarding:
- Email Dropbox - The drop box that has been assigned by the CRM to forward email
Fill the SMTP server information from the server that you will use to send the messages
Please be aware that most email providers limit the number of email messages that can be sent daily. To avoid this limitation you should use a third party SMTP email provider like Amazon SES, Mandrill and others.
- Create contact if doesn't exist - Select this option to create the contact in the CRM if she doesn't exist. You can also assign a tag to the created contact.