The Email Importer is a tool that archives the history of emails exchanged in sales and listing processes. 


Having all the information centralised makes it easier to consult the communication history with your clients, as well as the related properties.


Check in this article how this tool works.


Email Importer Setup:

If you use Google Suite tools, you will need to make the settings below:


1. Send an email to help@casafaricrm, requesting the activation of this feature and indicate which email should receive the code for configuring the email importer in Gmail.


2. The internal setup will be complete when you receive the email:


“Hello AGENCY NAME,

This email is to inform you that the email importer feature is already active in your CRM.

Therefore, we ask you to create two rules on your mail server:

 

3. After creating the rules on your server, add the email (agencyname@proppyrealestate.com) to your account by logging in: 


    i. To Gmail, under Settings - View all settings - Forwarding and POP/IMAP - Forwarding:

 

 

ii. Click Save Changes.

 

4. You will receive a confirmation code that you must configure in Gmail (Settings - View all settings - Forwarding and POP/IMAP - Forwarding) or click the link  to confirm forwarding of emails.

 

ii. Click Save Changes.


5. Write the e-mail address where you should receive a copy of all communications:


     i. In Gmail, go to Settings- View all settings - Forwarding and POP/IMAP - Forward a copy of the email to:



          ii. Click Save Changes.


If you use other email providers, simply send the request as indicated in step 1 of Configuration. Then create the rules on your mail server to forward all communications to: agencyname@proppyrealestate.com .


Once this configuration is done, all emails, from all accounts, will be imported into the CRM. However, if there is any email account where you do not want your emails to be imported, it is possible to configure it.

1. Go to the Configuration - General Data area

2. Go to the tab Automation and check the option Email Importer

3. Type the email addresses that should be ignored when importing communications into CRM.



Notes:

After setting up, you will receive a copy of all emails sent and answered according to the previous rules. However, please note the following:


  • Ensure all seller and buyer email contacts are created in the CRM.

  • All emails sent automatically will create an event of the type "Email".

  • View email history on contacts and leads.


From the Contacts area:


1. Go to Leads/Business - Sales and/or Listings


2. Select the lead and go to the “Activity” tab


3. View all interactions in the history.


From the Leads/Business area:

1. Go to Leads/Businesses - Sales and/or Listings

2. Select the lead and go to the "Activity" tab

3. See all the interactions in history.


  • Check the email import status in the Contacts - Email Registration area.


This feature is available in the PREMIUM plan.


For more information, contact us on Chat or send an email to help@casafaricrm.com