Email to CRM - Getting Started

Getting Started with Email to CRM

The Email to CRM Functionality (also known as BCC to CRM) allows you to capture email communication that you are sending to or receiving from your contacts outside of Agentbox.

A unique 'BCC to CRM' email address is assigned to each Agentbox User to allow the capture of emails in the following ways:

BCC your unique 'BCC to CRM' email address into any correspondence you are sending to your contacts. A copy of the email will be captured and stored in Agentbox as a contact history record against the contact that the email was sent to.
FORWARD emails you have received from your contacts to your unique `BCC to CRM` email address. A copy of the email will be captured and stored in Agentbox as a contact history record against the contact that the email was originally sent from.

Getting Started:

Master Users can enable the Email to CRM functionality via the System Configuration [General] options.

Once enabled, each Agentbox User will have their unique BCC to CRM email address displayed within their Staff Card on the Staff Details tab.

*Note: Master Users will need to provide the ‘BCC to CRM’ Email Address to non-master users. If you have Agentbox Lead Capture enabled, the 'BCC to CRM' email address will be found underneath the existing 'Capture' email.

Important Information:

In order to prevent spam and unauthorised access, each User's unique 'BCC to CRM' email address will only accept emails sent FROM that User's associated real email address.
In the example above, only emails sent FROM: support@agentbox.com.au will be accepted. For example, if you or anyone else attempts to send an email to your unique 'BCC to CRM' email address from an email account other than the email address associated to your Agentbox account, the email will be rejected.
You will receive an error email from Agentbox if the contact you are sending email communication to, or forwarding from, does not already exist in Agentbox. Contacts are not automatically created as NEW contacts and will need to be created in Agentbox prior to using the 'BCC to CRM' email address in correspondence to these contacts.
When forwarding emails from your contacts, you should not alter the content of the email; in particular the additional information added by your email service/client which identifies the original message, it's sender and recipients - as removing this information will not allow the email to be captured.