Ton Franklin asked us, “Can I add staff members’ email addresses to SendGrid and have CRM send from them?” “Yes! You can log in to your own Sendgrid account by using the details on the “Sendgrid Credentials” tab on your Agent CRM’s left-side menu. Once…
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How to enable Google Email Two-Way Sync Print What is Email Two way sync? Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts…
How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Bulk Email: If the…
Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between…
Jon Jordan asked us, “Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS.” “No need, you can just add senders, verify them, and use them as senders on all of your emails going out.”
Greg Crawford asked us, “Is the 2-way email response direct to Gmail upgrade in effect yet?” “It will be live soon! We’ll make an announcement when it’s up. We’ll have two-way sync live in Gmail and Outlook! “
Flav Medeiros asked us, “What do I use for email sending? Sendgrid, mailgun, send in blue? Can I use my own like AWeber or something? “By default Agent-CRM uses SendGrid, if you want to use your own SMTP you can. You can use SendGrid, Mailgun…
James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…
Jon Jordan asked us, “How do you respond to an email response without creating a new email? When they email me back, I don’t get an actual email. I see they responded to the workflow email via email in the conversation but I can not…
Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?” “Yes! Setup a workflow…