The CRM offers a forwarding address to log emails sent from an external email client into your CRM. These forwarded emails get logged on the contact you sent the email to. In order for this feature to function properly:
- The email address that you forward the email from must match the email address of your user in the CRM.
- The recipient does not have the same company email domain as you. The Log in CRM feature will not log an email for any emails that are sent to a contact with the same company email domain as you.
- Our system looks at the block of text that is automatically added by your email client when you select the forward button, which usually looks something like this:
---------- Forwarded message ----------
From: Chris Stone <firstname.lastname@example.org>
Date: Tue, Jul 5, 2016 at 1:49 PM
Subject: Please read
To: Brian Halligan <email@example.com>
- The Forwarded message text block must be present at the top of the email and in English.
Barring these exceptions, you can make use of your CRM's forwarding address to log external emails in your CRM.