How To Log Email Sent From Other Email Clients (like GMail, Outlook, Thunderbird, etc) Back to the ZCRM System.
Zoho has now made it possible for you to associate your emails to Zoho CRM from any of your email clients like GMail, Outlook, Thunderbird, etc.! Try the new BCC Dropbox!
How do you make it work?
All you have to do is to Blind Carbon copy (BCC) the BCC Dropbox email address that we give you, while sending emails to the customers. Based on the search pattern, Zoho CRM will automatically place a copy of the email that you want to associate, in the respective customers record. Yes, it is that easy!
The Search Pattern:
The recipient's email address will be searched in Contacts and then in Leads. If there are no matching records, then a new Lead will be created and the email will be associated with it. Edit Search Pattern
Click on SETUP, in Zoho CRM, go into PERSONAL SETTINGS and find the BCC Mailbox link... like below:
BCC Dropbox Email Addresses: (your unique bcc address@zohocrm.com)
Copy the BCC Address you see on your System and create a rule in your preferred email client that sets a BCC to the address found in ZCRM... then, all emails composed in your preferred email system will automatically be logged back to the Contact history in the CRM.
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