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Full 2-Way Email Sync with Gmail and Office 365 (Similar to Follow-up Boss)
upcoming
T
Tejas Upadhyay
This is a very important feature for almost all of our clients as when they are talking to their Leads. They are exchanging different information with them for ex: real estate agents exchanging property addresses clients are interested in looking, personal details etc.Lots of our clients or prospects we are talking to they are so addicted to this feature from Follow-up Boss that even though they love all the features in GHL, they are still not moving to GHL because of this very important feature to them.
HIGHLVL-I-1417
Core Platform
Merged in a post:
Logging Email from GMAIL into Contacts similar to Hubspot CRM
M
Matthew Kesby
Imagine Sales reps being able to ditch Hubspot CRM and replace it with HighLevel. There is one key feature to make this happen. it is Email Logging. This is where when a new contact come in directly via email (not via a form on the site), the sales person can reply in their email (gmail) and have the conversation automatically logged in the CRM. Here is a detail example showing Hubspot and the current opportunity in HLhttps://www.loom.com/share/535234ac416e4f56af1419fe06332204
HIGHLVL-I-3656
S
Sales & Marketing
Merged in a post:
Multi 2-Way Email Syncing for Sub-Accounts
R
Roy Costner (Relan Capital)
As a user utilizing the 2-way email sync feature, I find the current limitation of having a single email account connected to my user account to be restrictive when managing multiple sub accounts. This hinders efficient email communication with clients and prospects across various sub accounts. I am proposing a new feature that would improve the user experience and enhance functionality.
NEW FEATURE IDEA:
- Allow users to authorize and link multiple email accounts to their main user account.
- Implement a selection mechanism to easily switch between authorized email accounts when working on different sub accounts.
- Automatically sync selected email accounts with their corresponding sub accounts in the CRM system.
- Ensure seamless email communication and tracking for each sub account, providing users with the flexibility to manage multiple email addresses.
This new feature would greatly enhance the user experience by providing greater control over email communication and simplifying the management of multiple sub accounts with unique email addresses.
Core Platform
Merged in a post:
Ticketing System & Incoming Email For Outlook & Gmail
M
Mitch Britt
Please enhance the 2-Way email sync so that incoming email will sync with High Level. This is really important for a true 2 way email sync with outlook or gmail. Adding this will also allow High Level to work as a ticketing system.
Core Platform
Merged in a post:
integrate true 2 way email sync with Gmail / Google Workspace and Outlook 365
H
Henri Schauffler
A number of the better CRM out there have this. For example, Nimble and HubSpot CRM. If you email someone from the CRM, it actually send from that email program (Gmail or Outlook). Hence, it is recorded there. Likewise, if you send from the email program, it is also shown in the CRM, and tied to the contact record as well. This is true 2 way sync. It is very, very helpful. Mainly, no correspondence is ever missed!
HIGHLVL-I-3834
V
VMP Support Team
we really need this also, or we will lose for sure few customers, receive the first official request by a customer. They surprised we dont have this feature already
H
Hugo Thériault-Viau
Really important to have this feature in a good CRM.
J
JRBALLER@VERIZON.NET
Adding on to this would be able to utilize email aliases and have them sync as well. Not just the main account.
M
Madeomni Inc.
Definitely needed!
S
Steve Jones
so key - if we're going to take on major CRMs like Hubspot, we need group emails and incoming email ... I'm glad its planned :)
R
Roy Costner
Following.
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