We’d like to draw your attention to a really cool, but perhaps little known function in Zoho CRM called ‘BCC Dropbox'.
It has nothing to do with Dropbox, the document management/sharing app, but rather is a neat function to bcc a unique email address, which then gets inserted into Zoho CRM against the relevant lead or customer record.
The BCC Dropbox feature works with any email client such as Outlook, Lotus Notes etc., or when using webmail.
Simply put the BCC Dropbox email address into the BCC field when composing an email and click send, and BINGO! the email appears in Zoho CRM against the relevant lead or contact record, recorded neatly as an outgoing email.
This means you can continue to use external email engines to send emails and you do not need to copy and paste outgoing emails manually into Zoho CRM.
This feature is available by default to Admin and Standard users, and can be added to other Profiles by administrators.
To set up the BCC Dropbox feature simply go to:
Things to note:
The BCC Dropbox feature does not handle incoming emails - it is for outgoing emails only.
If you want to truly integrate your incoming and outgoing emails with Zoho CRM though, Zoho has something for that too, in the form of the Zoho Mail Addon. We'll do another blog about this in the future, so stay posted.
We’re finding this to be a really useful feature all in all and we think you will too, why not give it a try?
It has nothing to do with Dropbox, the document management/sharing app, but rather is a neat function to bcc a unique email address, which then gets inserted into Zoho CRM against the relevant lead or customer record.
The BCC Dropbox feature works with any email client such as Outlook, Lotus Notes etc., or when using webmail.
Simply put the BCC Dropbox email address into the BCC field when composing an email and click send, and BINGO! the email appears in Zoho CRM against the relevant lead or contact record, recorded neatly as an outgoing email.
This means you can continue to use external email engines to send emails and you do not need to copy and paste outgoing emails manually into Zoho CRM.
This feature is available by default to Admin and Standard users, and can be added to other Profiles by administrators.
To set up the BCC Dropbox feature simply go to:
- Go to Setup > Personal Settings > BCC Dropbox to find your BCC Dropbox email address. Additionally, you will also have the option to specify the search pattern - this will allow you to state how you want the system to search through the Zoho CRM records to find the recipient, and also how you want to deal with recipients who are not in the CRM.
- Download the email address as a vCard - This can be used to store the BCC Dropbox address for later use.
- Regenerate the email address
Things to note:
The BCC Dropbox feature does not handle incoming emails - it is for outgoing emails only.
If you want to truly integrate your incoming and outgoing emails with Zoho CRM though, Zoho has something for that too, in the form of the Zoho Mail Addon. We'll do another blog about this in the future, so stay posted.
We’re finding this to be a really useful feature all in all and we think you will too, why not give it a try?
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