With a quick setup Mailbutler will automatically send all your outbound emails to your Customer Relationship Management (CRM) provider.
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What is Auto BCC to CRM?
Mailbutler allows you to automatically send a copy of your outgoing emails to your favorite Customer Relationship Management (CRM) tool or to any other email address. Simply login to your Mailbutler Dashboard, go to Preferences, Auto BCC, and add the desired email addresses from your CRM tool (e.g. Salesforce).
What do I need to set up with my CRM provider?
Absolutely nothing! All you need is to find the auto BCC address that is provided by your CRM tool. Please note that Mailbutler’s BCC to CRM feature is exclusive to Mailbutler Business.
Where can I find a step-by-step guide on how to enable BCC to CRM?
We got you - check out this article in our Knowledge Base on how to set up BCC to CRM!
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