Only available with Mailtrack Advanced. Upgrade here to unlock this feature.
You can automatically send a copy of your tracked emails from Gmail to your Client Relationship Manager (CRM). Mailtrack will automatically put your CRM in copy when you compose a new email.
How to set up an automatic copy of tracked emails to your CRM
- Upgrade Mailtrack to a plan that includes CRM integration
- Go to your Mailtrack settings
- In the menu on the left, select "CRM Integrations".
- Select one of the CRM integration options and paste in your CRM's email forwarding address (also known as a BCC address) in the field provided. Your CRM's email address can usually be found in the settings.
- Click "Save Settings".
Where to find your CRM's BCC or forwarding address
For other tools, we recommend going to your CRM's settings or searching for either "forwarding address" or "BCC address" in your service provider's help section.