Automatic email log with Smart Email BCC
a
antoine@apexgrowth.io
Email Log BCC would allow to manually forward individual email threads from our email provider into GHL. Once the email has been forwarded, the email would create a contact or be added to an existing conversation if that email address exist.
HIGHLVL-I-1858
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H
Hans Eisenman
Secret BCC address should let you create a record in GHL that includes email and First and Last name, if available from the originating email. Right now it just creates a nameless record with email address.
A
Adrian King
I had this exact question from a client today. They want to send an email from their email client (such as outlook) and BCC an address in GHL that will look at the TO: email address and a) assign the email to the conversation if there is a contact with that email address, or b) create a new contact with that email address and add the message to a new conversation.
The current GHL email sync is disastrous and most people won't use it. But it has to be turned on to get the BCC option.
All we really need, I think, is to have the BCC: email option pulled out of the current GHL Email Sync features so that it acts as it's own feature, without the need to have Email Sync turned on.
N
Nicole Price
This is critical for ongoing follow up! The Auto BCC Synch feature in GHL hasn't worked.
D
Daniel Grinshpun
GHL have BCC, but it isn't working.
One of the best features is just show all the email conversations (like in Close or Pipedrive), but here even with BCC it doesn't work
Y
Yusuf Young
Daniel Grinshpun: We've just discovered that while it's supported on Gmail, it's not yet supported for Office 365 accounts. Please vote on it here: https://ideas.gohighlevel.com/integrations/p/create-contacts-from-outlook-enable-auto-bcc-sync-for-outlook
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Jake Lamb
This would be awesome. One of our high-usage clients is not comfortable with two-way sync bringing over every email due to security concerns. This function would allow the client to pick and choose which emails go to the CRM. Right now, BCC only works if two-way sync is turned on.
D
Damian Surr
Not sure why this hasn't had more votes.
Other CRM's do this. It's such a great quick win! External communication into HighLevel conversation with nothing more than a bcc.
J
Jacqui Frost
Damian Surr: how do you vote?
D
Damian Surr
Jacqui Frost: Press the little ^ button to the left of the title.
J
Jacqui Frost
Damian Surr: thanks. So simple, so not obvious
Trevor Tovsen
This would be a huge improvement to the CRM. Be able to essentially import conversations that are being had outside of GHL.
P
PDEA GHL User
this will help every user to be on the same page with that contact.