Capturing new contacts and coversations out of your inbox and into organisational memory as as easy as CCing your CRM. Our Email Capture tool gives your CRM it's own email address, so you can simply copy it in to emails just like a member of your team.
When your CRM receives an email, it looks at the To, From and CC fields and creates any contacts it doesn't recognise, then adds a record of the email, along with any attachments to their timelines.
Installing Email Capture
1. From the top-right menu, choose App Store
2. Click Install on the Email Capture app
3. Find your CRM's email capture address
4. Create a forwarder to your Email Capture address
Optionally you may wish to set up an email address on your own organisation's domain and forward it to your Email Capture email address to make it easier for your organisation to remember and share.
📧 If you've created an auto-forwarding address, but your emails aren't being captured in your CRM, get in touch with [email protected] - we might need to verify this for you.
Viewing emails
A record of the email is attached to each person's timeline.
Click on View email to view the email and any attachements
Tips & Tricks for Email Capture
Interpreting Contact names from email addresses
When a new contact is found on a captured email, the CRM creates a profile for them. It will attempt to guess their name from thier email address or display name.
For example, if the contact's email addres is [email protected] then we'll create a new contact as follows:
First Name: Jennifer
Last Name: McFly
Email: [email protected]
Interpreting Contact names from display names
It's possible to use your email software's address book to improve contact naming when an email address doesn't follow the format [email protected].
Let's say we have another contact with the following email address:
By default, the CRM will create a contact as follows:
First Name: Doc
Last Name:
Email: [email protected]
We can help the CRM guess Doc's full name by adding them to a contact in our email software and setting their display name as follows:
Doc Brown < [email protected] >
This will create a contact as follows:
First Name: Doc
Last Name: Brown
Email: [email protected]
The CRM would also create a contact as follows:
McFly, Marty < [email protected] >
First Name: Marty
Last Name: McFly
Email: [email protected]
Of course we won't always get it right - so you can edit contact details after they're captured to correct any mistakes and add more detail.